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LAKEWOOD CAPITAL MANAGEMENT, LP

Position in FRMI — Fermi Inc.

CIK 1424381 New York, NY

Position in FRMI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,496,000
New position
Shares Held
600,000
first reported quarter
Ownership
0.094%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#56
of 295 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Derivatives in FRMI

reported options exposure · as of Jun 30, 2026
CallValue
$1,374,000
CallShares
150,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

LAKEWOOD CAPITAL MANAGEMENT, LP holds $5,496,000 across 1 REIT - Specialty name. FRMI ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FRMI
Fermi Inc.
This page
600,000 $5,496,000

All Filings in FRMI

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,374,000 150,000
2026-06-30 $5,496,000 600,000