LAKEWOOD CAPITAL MANAGEMENT, LP

CIK

1424381

City

New York

State / Country

Stock

BC — Brunswick Corp

Top Portfolio Positions

68 positions · $1,582,815,568 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CI	Cigna Group Healthcare	426,307	$113,717,392	7.18%
ICLR	Icon PLC Healthcare	747,700	$82,740,482	5.23%
AXTA	Axalta Coating Systems Ltd. Basic Materials	2,895,648	$80,209,449	5.07%
GPI	Group 1 Automotive Inc Consumer Cyclical	213,076	$70,449,317	4.45%
ALLY	Ally Financial Inc. Financial Services	1,652,809	$64,839,697	4.10%
SSNC	SS&C Technologies Holdings Inc Technology	946,954	$63,985,681	4.04%
SHC	Sotera Health Co Healthcare	4,104,581	$58,859,691	3.72%
VTRS	Viatris Inc Healthcare	3,670,900	$49,593,859	3.13%
AMRZ	Amrize Ltd Basic Materials	814,200	$45,611,484	2.88%
BC	Brunswick Corp Consumer Cyclical	587,467	$42,744,098	2.70%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$42,744,098	587,467	-24.5%	Shares	Sole	2026-05-15
2025-12-31	$57,793,390	778,467	+6.1%	Shares	Sole	2026-02-17
2025-09-30	$46,384,453	733,467	0.0%	Shares	Sole	2025-11-14
2025-06-30	$40,516,717	733,467	0.0%	Shares	Sole	2025-08-14
2025-03-31	$39,497,197	733,467	+7.8%	Shares	Sole	2025-05-15
2024-12-31	$44,012,605	680,467	-7.6%	Shares	Sole	2025-02-14
2024-09-30	$61,730,663	736,467	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$53,374,393	733,467	+44.0%	Shares	Defined	2024-08-14
2024-03-31	$49,173,754	509,467	+9.7%	Shares	Sole	2024-05-15
2023-12-31	$44,937,182	464,467	-47.2%	Shares	Sole	2024-02-14
2023-09-30	$69,477,893	879,467	-5.3%	Shares	Sole	2023-11-14
2023-06-30	$80,494,364	929,067	-5.0%	Shares	Sole	2023-08-14
2023-03-31	$80,201,494	978,067	-18.8%	Shares	Sole	2023-05-15
2022-12-31	$86,861,229	1,205,067	-9.0%	Shares	Sole	2023-02-14
2022-09-30	$86,705,803	1,324,764	-7.7%	Shares	Sole	2022-11-14
2022-06-30	$93,804,870	1,434,764	+9.6%	Shares	Defined	2022-08-15
2022-03-31	$105,865,919	1,308,764	+67.4%	Shares	Defined	2022-05-16
2021-12-31	$78,747,087	781,764	+35.5%	Shares	Defined	2022-02-14
2021-09-30	$54,948,306	576,764	+4.3%	Shares	Defined	2021-11-15
2021-06-30	$55,066,349	552,764	-13.5%	Shares	Defined	2021-08-16
2021-03-31	$60,918,922	638,764	-24.4%	Shares	Defined	2021-05-17
2020-12-31	$64,404,807	844,764	-17.7%	Shares	Defined	2021-02-16
2020-09-30	$60,432,764	1,025,849	-33.4%	Shares	Defined	2020-11-16
2020-06-30	$98,629,744	1,540,849	-49.7%	Shares	Defined	2020-08-14
2020-03-31	$108,340,396	3,063,059	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.