LAKEWOOD CAPITAL MANAGEMENT, LP

CIK

1424381

City

New York

State / Country

Stock

FAF — First American Financial 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%

Portfolio Trend

25 quarters · across all stocks

Holdings in FAF

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,820,972	643,904	-24.6%	Shares	Sole	2026-05-15
2025-12-31	$52,463,861	853,904	+12.3%	Shares	Sole	2026-02-17
2025-09-30	$48,861,200	760,604	+2.8%	Shares	Sole	2025-11-14
2025-06-30	$45,404,289	739,604	0.0%	Shares	Sole	2025-08-14
2025-03-31	$48,540,210	739,604	+6.0%	Shares	Sole	2025-05-15
2024-12-31	$43,558,393	697,604	0.0%	Shares	Sole	2025-02-14
2024-09-30	$46,048,840	697,604	-35.8%	Shares	Sole	2024-11-14
2024-06-30	$58,622,285	1,086,604	+21.1%	Shares	Defined	2024-08-14
2024-03-31	$54,798,724	897,604	+45.8%	Shares	Sole	2024-05-15
2023-12-31	$39,669,521	615,604	-34.6%	Shares	Sole	2024-02-14
2023-09-30	$53,191,209	941,604	-9.6%	Shares	Sole	2023-11-14
2023-06-30	$59,392,260	1,041,604	-8.6%	Shares	Sole	2023-08-14
2023-03-31	$63,430,358	1,139,604	0.0%	Shares	Sole	2023-05-15
2022-12-31	$59,646,873	1,139,604	+2.2%	Shares	Sole	2023-02-14
2022-09-30	$51,383,244	1,114,604	-5.5%	Shares	Sole	2022-11-14
2022-06-30	$62,424,643	1,179,604	+12.4%	Shares	Defined	2022-08-15
2022-03-31	$68,035,331	1,049,604	-12.1%	Shares	Defined	2022-05-16
2021-12-31	$93,453,870	1,194,604	-12.1%	Shares	Defined	2022-02-14
2021-09-30	$91,161,448	1,359,604	+2.8%	Shares	Defined	2021-11-15
2021-06-30	$82,463,673	1,322,593	-7.6%	Shares	Defined	2021-08-16
2021-03-31	$81,099,743	1,431,593	+19.1%	Shares	Defined	2021-05-17
2020-12-31	$62,038,246	1,201,593	-7.3%	Shares	Defined	2021-02-16
2020-09-30	$66,009,549	1,296,593	-1.5%	Shares	Defined	2020-11-16
2020-06-30	$63,222,795	1,316,593	+1216.6%	Shares	Defined	2020-08-14
2020-03-31	$4,241,000	100,000	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.