0001172661-17-002033.txt : 20171114 0001172661-17-002033.hdr.sgml : 20171114 20171114084355 ACCESSION NUMBER: 0001172661-17-002033 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171114 DATE AS OF CHANGE: 20171114 EFFECTIVENESS DATE: 20171114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LAKEWOOD CAPITAL MANAGEMENT, LP CENTRAL INDEX KEY: 0001424381 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12815 FILM NUMBER: 171198549 BUSINESS ADDRESS: STREET 1: 650 MADISON AVENUE STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: (212) 584-2211 MAIL ADDRESS: STREET 1: 650 MADISON AVENUE STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001424381 XXXXXXXX 09-30-2017 09-30-2017 false LAKEWOOD CAPITAL MANAGEMENT, LP

650 Madison Avenue 25th Floor New York NY 10022

13F HOLDINGS REPORT 028-12815 N Michael C. Antonacci 212-584-2213 /s/ Michael C. Antonacci New York NY 11-14-2017 2 30 2768601 1 0001409705 028-14591 Lakewood Capital Partners, LP 2 0001534288 028-14592 Lakewood Capital Advisors, LLC INFORMATION TABLE 2 infotable.xml ADIENT PLC ORD SHS G0084W101 279678 3329900 SH DFND 1,2 3329900 0 0 ALLERGAN PLC PFD CONV SER A G0177J116 66514 90150 SH DFND 1,2 90150 0 0 ALLY FINL INC COM 02005N100 212335 8752470 SH DFND 1,2 8752470 0 0 ALPHABET INC CAP STK CL A 02079K305 173842 178534 SH DFND 1,2 178534 0 0 ARDAGH GROUP S A CL A L0223L101 6508 303988 SH DFND 1,2 303988 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 22564 369301 SH DFND 1,2 369301 0 0 BAIDU INC SPON ADR REP A 056752108 279756 1129459 SH DFND 1,2 1129459 0 0 C&J ENERGY SVCS INC NEW COM 12674R100 34093 1137578 SH DFND 1,2 1137578 0 0 CBRE GROUP INC CL A 12504L109 50167 1324361 SH DFND 1,2 1324361 0 0 CDK GLOBAL INC COM 12508E101 105658 1674717 SH DFND 1,2 1674717 0 0 CDW CORP COM 12514G108 48647 737077 SH DFND 1,2 737077 0 0 CIT GROUP INC COM NEW 125581801 210521 4291974 SH DFND 1,2 4291974 0 0 CITIGROUP INC COM NEW 172967424 180141 2476500 SH DFND 1,2 2476500 0 0 COMCAST CORP NEW CL A 20030N101 43867 1140000 SH Call DFND 1,2 1140000 0 0 COMCAST CORP NEW CL A 20030N101 144639 3758798 SH DFND 1,2 3758798 0 0 FEDEX CORP COM 31428X106 67110 297500 SH DFND 1,2 297500 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 4291 59225 SH DFND 1,2 59225 0 0 HCA HEALTHCARE INC COM 40412C101 165313 2077054 SH DFND 1,2 2077054 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 119338 1737085 SH DFND 1,2 1737085 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 8295 527000 SH DFND 1,2 527000 0 0 LITHIA MTRS INC CL A 536797103 42009 349169 SH DFND 1,2 349169 0 0 MASTERCARD INCORPORATED CL A 57636Q104 129805 919298 SH DFND 1,2 919298 0 0 ON SEMICONDUCTOR CORP COM 682189105 88565 4795051 SH DFND 1,2 4795051 0 0 ORION ENGINEERED CARBONS S A COM L72967109 13423 597896 SH DFND 1,2 597896 0 0 REALOGY HLDGS CORP COM 75605Y106 98580 2991807 SH DFND 1,2 2991807 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 3989 32810 SH DFND 1,2 32810 0 0 TRIPLE-S MGMT CORP CL B 896749108 18861 796498 SH DFND 1,2 796498 0 0 VEREIT INC COM 92339V100 32789 3955230 SH DFND 1,2 3955230 0 0 WESTROCK CO COM 96145D105 114672 2021372 SH DFND 1,2 2021372 0 0 WMIH CORP COM 92936P100 2631 2769100 SH DFND 1,2 2769100 0 0