0001172661-19-001808.txt : 20190814 0001172661-19-001808.hdr.sgml : 20190814 20190814121909 ACCESSION NUMBER: 0001172661-19-001808 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 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: 191024537 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 06-30-2019 06-30-2019 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 08-14-2019 2 37 3280472 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 74911 1204946 SH DFND 1,2 1204946 0 0 ADIENT PLC ORD SHS G0084W101 51220 2110408 SH DFND 1,2 2110408 0 0 ALLY FINL INC COM 02005N100 258916 8354809 SH DFND 1,2 8354809 0 0 ALPHABET INC CAP STK CL A 02079K305 278907 257579 SH DFND 1,2 257579 0 0 ALTICE USA INC CL A 02156K103 46691 1917485 SH DFND 1,2 1917485 0 0 ASCENDIS PHARMA A S SPONSORED ADR 04351P101 88457 768193 SH DFND 1,2 768193 0 0 BAIDU INC SPON ADR REP A 056752108 122595 1044609 SH DFND 1,2 1044609 0 0 BEYOND MEAT INC COM 08862E109 7600 47300 SH DFND 1,2 47300 0 0 BMC STK HLDGS INC COM 05591B109 21663 1021837 SH DFND 1,2 1021837 0 0 BRUNSWICK CORP COM 117043109 187231 4080006 SH DFND 1,2 4080006 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 20503 1216100 SH DFND 1,2 1216100 0 0 CAPITAL ONE FINL CORP COM 14040H105 78581 866000 SH DFND 1,2 866000 0 0 CDK GLOBAL INC COM 12508E101 126800 2564717 SH DFND 1,2 2564717 0 0 CIGNA CORP NEW COM 125523100 211395 1341767 SH DFND 1,2 1341767 0 0 CIT GROUP INC COM NEW 125581801 124111 2362217 SH DFND 1,2 2362217 0 0 CITIGROUP INC COM NEW 172967424 282676 4036500 SH DFND 1,2 4036500 0 0 COMCAST CORP NEW CL A 20030N101 243385 5756498 SH DFND 1,2 5756498 0 0 CUSHMAN WAKEFIELD PLC SHS G2717B108 57891 3237750 SH DFND 1,2 3237750 0 0 DELL TECHNOLOGIES INC CL C 24703L202 106106 2088700 SH DFND 1,2 2088700 0 0 DISH NETWORK CORP CL A 25470M109 4801 125000 SH DFND 1,2 125000 0 0 FACEBOOK INC CL A 30303M102 139011 720262 SH DFND 1,2 720262 0 0 FEDEX CORP COM 31428X106 63246 385200 SH DFND 1,2 385200 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 184345 901000 SH DFND 1,2 901000 0 0 LITHIA MTRS INC CL A 536797103 20213 170169 SH DFND 1,2 170169 0 0 MASCO CORP COM 574599106 24547 625556 SH DFND 1,2 625556 0 0 ON SEMICONDUCTOR CORP COM 682189105 26981 1335051 SH DFND 1,2 1335051 0 0 PLANTRONICS INC NEW COM 727493108 31706 855992 SH DFND 1,2 855992 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 10262 164300 SH DFND 1,2 164300 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 18759 140831 SH DFND 1,2 140831 0 0 STATE STR CORP COM 857477103 46867 836013 SH DFND 1,2 836013 0 0 TRIPLE-S MGMT CORP CL B 896749108 16301 683472 SH DFND 1,2 683472 0 0 UNITED TECHNOLOGIES CORP COM 913017109 42047 322938 SH DFND 1,2 322938 0 0 WEIBO CORP SPONSORED ADR 948596101 3484 80000 SH DFND 1,2 80000 0 0 WELLS FARGO CO NEW COM 949746101 50839 1074365 SH DFND 1,2 1074365 0 0 WESTROCK CO COM 96145D105 89700 2459559 SH DFND 1,2 2459559 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 58583 1051000 SH DFND 1,2 1051000 0 0 YANDEX N V SHS CLASS A N97284108 59141 1556349 SH DFND 1,2 1556349 0 0