0001172661-18-001180.txt : 20180515 0001172661-18-001180.hdr.sgml : 20180515 20180515112137 ACCESSION NUMBER: 0001172661-18-001180 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180515 DATE AS OF CHANGE: 20180515 EFFECTIVENESS DATE: 20180515 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: 18834269 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 03-31-2018 03-31-2018 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 05-15-2018 2 34 3079358 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 227441 3805900 SH DFND 1,2 3805900 0 0 ALLY FINL INC COM 02005N100 268010 9871470 SH DFND 1,2 9871470 0 0 ALPHABET INC CAP STK CL A 02079K305 281100 271034 SH DFND 1,2 271034 0 0 ALTICE USA INC CL A 02156K103 71416 3864524 SH DFND 1,2 3864524 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 27906 413429 SH DFND 1,2 413429 0 0 BAIDU INC SPON ADR REP A 056752108 297392 1332459 SH DFND 1,2 1332459 0 0 BMC STK HLDGS INC COM 05591B109 33829 1730400 SH DFND 1,2 1730400 0 0 BRUNSWICK CORP COM 117043109 84705 1426257 SH DFND 1,2 1426257 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 52243 2633200 SH DFND 1,2 2633200 0 0 C&J ENERGY SVCS INC NEW COM 12674R100 31954 1237578 SH DFND 1,2 1237578 0 0 CDK GLOBAL INC COM 12508E101 69656 1099717 SH DFND 1,2 1099717 0 0 CELESTICA INC SUB VTG SHS 15101Q108 36775 3553167 SH DFND 1,2 3553167 0 0 CIT GROUP INC COM NEW 125581801 157841 3064870 SH DFND 1,2 3064870 0 0 CITIGROUP INC COM NEW 172967424 136451 2021500 SH DFND 1,2 2021500 0 0 COMCAST CORP NEW CL A 20030N101 225993 6613798 SH DFND 1,2 6613798 0 0 FEDEX CORP COM 31428X106 95612 398200 SH DFND 1,2 398200 0 0 FTS INTERNATIONAL INC COM 30283W104 8892 483530 SH DFND 1,2 483530 0 0 HCA HEALTHCARE INC COM 40412C101 200213 2064054 SH DFND 1,2 2064054 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 97183 1340085 SH DFND 1,2 1340085 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 9338 606000 SH DFND 1,2 606000 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 1504 270000 SH DFND 1,2 270000 0 0 LITHIA MTRS INC CL A 536797103 21026 209169 SH DFND 1,2 209169 0 0 MASTERCARD INCORPORATED CL A 57636Q104 141056 805298 SH DFND 1,2 805298 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 1575 100000 SH DFND 1,2 100000 0 0 ON SEMICONDUCTOR CORP COM 682189105 56137 2295051 SH DFND 1,2 2295051 0 0 ORACLE CORP COM 68389X105 30698 671000 SH DFND 1,2 671000 0 0 REALOGY HLDGS CORP COM 75605Y106 124719 4571807 SH DFND 1,2 4571807 0 0 RLJ LODGING TR CUM CONV PFD A 74965L200 320 12600 SH DFND 1,2 12600 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 4127 32810 SH DFND 1,2 32810 0 0 TESLA INC COM 88160R101 8516 32000 SH Put DFND 1,2 32000 0 0 TRIPLE-S MGMT CORP CL B 896749108 6051 231498 SH DFND 1,2 231498 0 0 VEREIT INC COM 92339V100 78197 11235230 SH DFND 1,2 11235230 0 0 VERISIGN INC COM 92343E102 4980 42000 SH DFND 1,2 42000 0 0 WESTROCK CO COM 96145D105 186502 2906372 SH DFND 1,2 2906372 0 0