0001172661-19-001251.txt : 20190515 0001172661-19-001251.hdr.sgml : 20190515 20190515093302 ACCESSION NUMBER: 0001172661-19-001251 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190515 DATE AS OF CHANGE: 20190515 EFFECTIVENESS DATE: 20190515 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: 19825482 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 03-31-2019 03-31-2019 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 05-15-2019 2 37 3565716 1 0001409705 028-14591 Lakewood Capital Partners, LP 2 0001534288 028-14592 Lakewood Capital Advisors, LLC INFORMATION TABLE 2 infotable.xml 58 COM INC SPON ADR REP A 31680Q104 89978 1369946 SH DFND 1,2 1369946 0 0 ADIENT PLC ORD SHS G0084W101 33124 2555891 SH DFND 1,2 2555891 0 0 ALLY FINL INC COM 02005N100 298674 10864809 SH DFND 1,2 10864809 0 0 ALPHABET INC CAP STK CL A 02079K305 265320 225442 SH DFND 1,2 225442 0 0 ALTICE USA INC CL A 02156K103 57611 2682085 SH DFND 1,2 2682085 0 0 ASCENDIS PHARMA A S SPONSORED ADR 04351P101 118664 1008193 SH DFND 1,2 1008193 0 0 BAIDU INC SPON ADR REP A 056752108 215230 1305609 SH DFND 1,2 1305609 0 0 BMC STK HLDGS INC COM 05591B109 42572 2409302 SH DFND 1,2 2409302 0 0 BRUNSWICK CORP COM 117043109 147782 2936257 SH DFND 1,2 2936257 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 17824 1336100 SH DFND 1,2 1336100 0 0 CDK GLOBAL INC COM 12508E101 122035 2074717 SH DFND 1,2 2074717 0 0 CIGNA CORP NEW COM 125523100 132242 822299 SH DFND 1,2 822299 0 0 CIT GROUP INC COM NEW 125581801 127114 2649870 SH DFND 1,2 2649870 0 0 CITIGROUP INC COM NEW 172967424 360347 5791500 SH DFND 1,2 5791500 0 0 COMCAST CORP NEW CL A 20030N101 252622 6318698 SH DFND 1,2 6318698 0 0 CUSHMAN WAKEFIELD PLC SHS G2717B108 61192 3437750 SH DFND 1,2 3437750 0 0 DELL TECHNOLOGIES INC CL C 24703L202 70461 1200563 SH DFND 1,2 1200563 0 0 FACEBOOK INC CL A 30303M102 88679 532000 SH DFND 1,2 532000 0 0 FEDEX CORP COM 31428X106 173283 955200 SH DFND 1,2 955200 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 7734 162440 SH DFND 1,2 162440 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 161656 842000 SH DFND 1,2 842000 0 0 KB HOME COM 48666K109 26495 1096200 SH DFND 1,2 1096200 0 0 LITHIA MTRS INC CL A 536797103 72732 784169 SH DFND 1,2 784169 0 0 MASCO CORP COM 574599106 46502 1182944 SH DFND 1,2 1182944 0 0 MASTERCARD INC CL A 57636Q104 45041 191298 SH DFND 1,2 191298 0 0 ON SEMICONDUCTOR CORP COM 682189105 29930 1455051 SH DFND 1,2 1455051 0 0 PLANTRONICS INC NEW COM 727493108 19919 431989 SH DFND 1,2 431989 0 0 PROSHARES TR II VIX MDTRM FUTR N 74347W338 21195 981700 SH DFND 1,2 981700 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 15324 125600 SH DFND 1,2 125600 0 0 STATE STR CORP COM 857477103 53693 815883 SH DFND 1,2 815883 0 0 TESLA INC COM 88160R101 17631 63000 SH Put DFND 1,2 63000 0 0 TRIPLE-S MGMT CORP CL B 896749108 4675 204859 SH DFND 1,2 204859 0 0 UNITED TECHNOLOGIES CORP COM 913017109 75831 588340 SH DFND 1,2 588340 0 0 VEREIT INC COM 92339V100 34026 4065230 SH DFND 1,2 4065230 0 0 WESTROCK CO COM 96145D105 133192 3473062 SH DFND 1,2 3473062 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 52539 1051000 SH DFND 1,2 1051000 0 0 YANDEX N V SHS CLASS A N97284108 72847 2121349 SH DFND 1,2 2121349 0 0