LAKEWOOD CAPITAL MANAGEMENT, LP

Position in GDS — GDS Holdings Ltd

CIK 1424381 New York, NY

Position in GDS

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

Position Value

$5,375,370

New position

Shares Held

179,000

first reported quarter

Ownership

0.089%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#68

of 197 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LAKEWOOD CAPITAL MANAGEMENT, LP holds $84,209,660 across 3 Information Technology Services names. GDS ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDW	CDW Corp	483,500	$67,999,440
2	INGM	Ingram Micro Holding Corp	395,000	$10,834,850
3	GDS	GDS Holdings Ltd This page	179,000	$5,375,370

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,375,370	179,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.