LAKEWOOD CAPITAL MANAGEMENT, LP

Position in COF — Capital One Financial Corp

CIK 1424381 New York, NY

Position in COF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,283,740

-$1,078,740 QoQ

Shares Held

18,000

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

LAKEWOOD CAPITAL MANAGEMENT, LP holds $115,107,521 across 5 Credit Services names. COF ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALLY	Ally Financial Inc.	1,652,809	$64,839,697
2	MA	Mastercard Inc	43,663	$21,816,654
3	V	Visa Inc.	71,576	$21,633,130
4	KLAR	Klarna Group plc	270,000	$3,534,300
5	COF	Capital One Financial Corp This page	18,000	$3,283,740

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,283,740	18,000	0.0%	Shares	Sole	2026-05-15
2025-12-31	$4,362,480	18,000	0.0%	Shares	Sole	2026-02-17
2025-09-30	$3,826,440	18,000	-52.6%	Shares	Sole	2025-11-14
2025-06-30	$8,084,880	38,000	0.0%	Shares	Sole	2025-08-14
2025-03-31	$6,813,400	38,000	-9.5%	Shares	Sole	2025-05-15
2024-12-31	$7,489,440	42,000	-58.4%	Shares	Sole	2025-02-14
2024-09-30	$15,122,730	101,000	0.0%	Shares	Sole	2024-11-14
2024-06-30	$13,983,450	101,000	0.0%	Shares	Defined	2024-08-14
2024-03-31	$15,037,890	101,000	0.0%	Shares	Sole	2024-05-15
2023-12-31	$13,243,120	101,000	-13.7%	Shares	Sole	2024-02-14
2023-09-30	$11,354,850	117,000	+3.5%	Shares	Sole	2023-11-14
2023-06-30	$12,358,810	113,000	0.0%	Shares	Sole	2023-08-14
2023-03-31	$10,866,080	113,000	0.0%	Shares	Sole	2023-05-15
2022-12-31	$10,504,480	113,000	0.0%	Shares	Sole	2023-02-14
2022-09-30	$10,415,210	113,000	0.0%	Shares	Sole	2022-11-14
2022-06-30	$11,773,470	113,000	0.0%	Shares	Defined	2022-08-15
2022-03-31	$14,835,770	113,000	0.0%	Shares	Defined	2022-05-16
2021-12-31	$16,395,170	113,000	-4.2%	Shares	Defined	2022-02-14
2021-09-30	$19,112,460	118,000	-21.3%	Shares	Defined	2021-11-15
2021-06-30	$23,203,500	150,000	-49.5%	Shares	Defined	2021-08-16
2021-03-31	$37,787,310	297,000	-45.1%	Shares	Defined	2021-05-17
2020-12-31	$53,477,850	541,000	-9.8%	Shares	Defined	2021-02-16
2020-09-30	$43,116,000	600,000	+8.1%	Shares	Defined	2020-11-16
2020-06-30	$34,737,450	555,000	-7.0%	Shares	Defined	2020-08-14
2020-03-31	$30,100,740	597,000	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.