LAKEWOOD CAPITAL MANAGEMENT, LP

Position in FAF — First American Financial Corp

CIK 1424381 New York, NY

Back to FAF Full portfolio

Position in FAF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$50,475,655

+$11,654,683 QoQ

Shares Held

735,904

+14.3% QoQ

Ownership

0.721%

of shares outstanding

% of Portfolio

2.62%

of 13F equity value

Holder Rank

#30

of 467 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in FAF Over Time

Shares Held

Position Value (USD)

Position in Insurance - Specialty

Financial Services · as of Jun 30, 2026

LAKEWOOD CAPITAL MANAGEMENT, LP holds $50,475,655 across 1 Insurance - Specialty name. FAF ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FAF	First American Financial Corp This page	735,904	$50,475,655

All Filings in FAF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,475,655	735,904	+14.3%	Shares	Sole	2026-08-14
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 filing history on record for this holder in this stock.