LAKEWOOD CAPITAL MANAGEMENT, LP

Position in IOT — Samsara Inc.

CIK 1424381 New York, NY

Position in IOT

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

Position Value

$5,675,250

New position

Shares Held

175,000

first reported quarter

Ownership

0.030%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#123

of 542 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 $88,738,429 across 4 Software - Infrastructure names. IOT ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	101,534	$37,874,212
2	WEX	WEX Inc.	200,968	$28,354,575
3	RELY	Remitly Global, Inc.	751,200	$16,834,392
4	IOT	Samsara Inc. This page	175,000	$5,675,250

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,675,250	175,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.