Anthony Bozza
Lakewood Capital Management
Value
1.5B
Stocks
63 Stocks (11 new)
Turnover
14.06%
CIK
1424381
Top Holdings
CI(7.38%) SSNC(4.74%) AXTA(4.13%) ICLR(4.01%) SHC(3.97%)
About Investor
Established investor leading Lakewood Capital Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
| Ticker | Put/Call | Company Name | Industry | Value | Shares | Weighting % | Share Change | Change in Share % | Market Cap |
|---|---|---|---|---|---|---|---|---|---|
| CI | - | THE CIGNA GROUP | Health Care | 111.55M | 405,307 | 7.38% | 68,000 | 20.16% | 77,499M |
| SSNC | - | SS&C TECHNOLOGIES HLDGS INC | Information Technology | 71.59M | 818,954 | 4.74% | 49,000 | 6.36% | 17,799M |
| AXTA | - | AXALTA COATING SYS LTD | Materials | 62.35M | 1,929,648 | 4.13% | 742,000 | 62.48% | 7,569M |
| ICLR | - | ICON PLC | Health Care | 60.59M | 332,500 | 4.01% | 93,300 | 39.01% | 7,543M |
| SHC | - | SOTERA HEALTH CO | Health Care | 59.97M | 3,399,581 | 3.97% | 336,842 | 11.00% | 4,957M |
| BC | - | BRUNSWICK CORP | Consumer Discretionary | 57.79M | 778,467 | 3.83% | 45,000 | 6.14% | 5,817M |
| ARW | - | ARROW ELECTRS INC | Information Technology | 57.66M | 523,360 | 3.82% | -54,000 | -9.35% | 7,850M |
| FAF | - | FIRST AMERN FINL CORP | Financials | 52.46M | 853,904 | 3.47% | 93,300 | 12.27% | 6,734M |
| C | - | CITIGROUP INC | Financials | 48.29M | 413,839 | 3.20% | 0 | - | 207,430M |
| ALLY | - | ALLY FINL INC | Financials | 46.96M | 1,036,809 | 3.11% | 720,000 | 227.27% | 12,969M |
| SW | - | SMURFIT WESTROCK PLC | Materials | 45.84M | 1,185,297 | 3.03% | 25,000 | 2.15% | 26,969M |
| GPI | - | GROUP 1 AUTOMOTIVE INC | Consumer Discretionary | 43.76M | 111,276 | 2.90% | 8,000 | 7.75% | 4,226M |
| ELV | - | ELEVANCE HEALTH INC FORMERLY | Health Care | 42.71M | 121,850 | 2.83% | -179,800 | -59.61% | 76,240M |
| AMRZ | - | AMRIZE LTD | Materials | 37.81M | 699,200 | 2.50% | 84,200 | 13.69% | 35,231M |
| TFSL | - | TFS FINL CORP | Financials | 36.80M | 2,750,382 | 2.44% | 217,000 | 8.57% | 4,246M |
| META | - | META PLATFORMS INC | Communication Services | 36.68M | 55,570 | 2.43% | 39,100 | 237.40% | 1,614,716M |
| UNP | - | UNION PAC CORP | Industrials | 36.41M | 157,400 | 2.41% | 157,400 | New Buy | 156,287M |
| IQV | - | IQVIA HLDGS INC | Health Care | 35.39M | 157,000 | 2.34% | -70,200 | -30.90% | 28,909M |
| WEX | - | WEX INC | Information Technology | 33.96M | 227,968 | 2.25% | 22,500 | 10.95% | 5,467M |
| ASTS | Put | AST SPACEMOBILE INC | Information Technology | 31.67M | 436,000 | 2.10% | 436,000 | New Buy | 31,442M |
| AL | - | AIR LEASE CORP | Industrials | 31.21M | 485,878 | 2.07% | 0 | - | 7,257M |
| KMPR | - | KEMPER CORP | Financials | 28.02M | 691,090 | 1.85% | -490,000 | -41.49% | 1,930M |
| CRL | - | CHARLES RIV LABS INTL INC | Health Care | 27.98M | 140,240 | 1.85% | 0 | - | 7,743M |
| ABG | - | ASBURY AUTOMOTIVE GROUP INC | Consumer Discretionary | 24.91M | 107,129 | 1.65% | 0 | - | 4,509M |
| HSIC | - | HENRY SCHEIN INC | Health Care | 23.05M | 305,000 | 1.53% | 305,000 | New Buy | 9,455M |
| APO | - | APOLLO GLOBAL MGMT INC | Financials | 21.89M | 151,197 | 1.45% | 78,000 | 106.56% | 72,773M |
| VTRS | - | VIATRIS INC | Health Care | 20.93M | 1,681,300 | 1.39% | 1,681,300 | New Buy | 18,373M |
| IBIT | - | ISHARES BITCOIN TRUST ETF | Other | 19.79M | 398,510 | 1.31% | 0 | - | 64,804M |
| GPN | - | GLOBAL PMTS INC | Industrials | 18.91M | 244,300 | 1.25% | 0 | - | 22,715M |
| UNFI | - | UNITED NAT FOODS INC | Consumer Staples | 18.52M | 550,000 | 1.23% | 550,000 | New Buy | 2,367M |
| JD | - | JD.COM INC | Consumer Discretionary | 18.34M | 639,050 | 1.21% | 195,200 | 43.98% | 40,411M |
| CMCSA | - | COMCAST CORP NEW | Communication Services | 17.96M | 600,748 | 1.19% | -510,000 | -45.92% | 115,329M |
| KOF | - | COCA-COLA FEMSA SAB DE CV | Consumer Staples | 17.69M | 186,800 | 1.17% | 55,000 | 41.73% | 23,729M |
| OKLO | Put | OKLO INC | Utilities | 17.22M | 240,000 | 1.14% | 230,000 | 2,300.00% | 10,375M |
| NICE | - | NICE LTD | Information Technology | 17.11M | 151,400 | 1.13% | 55,800 | 58.37% | 6,073M |
| GLNG | - | GOLAR LNG LTD | Energy | 16.19M | 435,000 | 1.07% | 135,000 | 45.00% | 4,540M |
| GOOGL | - | ALPHABET INC | Communication Services | 15.58M | 49,780 | 1.03% | -29,500 | -37.21% | 3,657,770M |
| RELY | - | REMITLY GLOBAL INC | Information Technology | 15.47M | 1,121,200 | 1.02% | 1,121,200 | New Buy | 2,856M |
| MCY | - | MERCURY GENL CORP NEW | Financials | 14.88M | 158,218 | 0.98% | 0 | - | 4,861M |
| BZH | - | BEAZER HOMES USA INC | Consumer Discretionary | 14.21M | 701,006 | 0.94% | 0 | - | 819M |
| SIG | - | SIGNET JEWELERS LIMITED | Consumer Discretionary | 10.14M | 122,300 | 0.67% | -364,000 | -74.85% | 3,890M |
| TBLA | - | TABOOLA.COM LTD | Communication Services | 8.73M | 1,893,541 | 0.58% | 0 | - | 981M |
| GBTC | - | GRAYSCALE BITCOIN TRUST ETF | Other | 8.44M | 123,500 | 0.56% | 0 | - | 35,754M |
| LAW | - | CS DISCO INC | Information Technology | 8.39M | 1,081,531 | 0.56% | 65,000 | 6.39% | 194M |
| FIX | Put | COMFORT SYS USA INC | Industrials | 7.47M | 8,000 | 0.49% | 8,000 | New Buy | 46,596M |
| RGTI | Put | RIGETTI COMPUTING INC | Information Technology | 6.42M | 289,700 | 0.42% | 250,000 | 629.72% | 5,229M |
| NICE | Call | NICE LTD | Information Technology | 6.13M | 54,200 | 0.41% | 54,200 | New Buy | 6,073M |
| HIPO | - | HIPPO HLDGS INC | Financials | 5.72M | 190,000 | 0.38% | 0 | - | 719M |
| DKNG | - | DRAFTKINGS INC NEW | Consumer Discretionary | 5.69M | 165,000 | 0.38% | 33,000 | 25.00% | 11,521M |
| KLAR | - | KLARNA GROUP PLC | Information Technology | 4.91M | 170,000 | 0.33% | 170,000 | New Buy | 7,149M |
| AEO | - | AMERICAN EAGLE OUTFITTERS IN | Consumer Discretionary | 4.64M | 175,900 | 0.31% | -470,000 | -72.77% | 4,241M |
| COF | - | CAPITAL ONE FINL CORP | Financials | 4.36M | 18,000 | 0.29% | 0 | - | 133,660M |
| EME | - | EMCOR GROUP INC | Industrials | 4.28M | 7,000 | 0.28% | 7,000 | New Buy | 35,060M |
| KWEB | - | KRANESHARES TRUST | Other | 3.75M | 110,000 | 0.25% | 110,000 | New Buy | 8,651M |
| SDRL | - | SEADRILL LTD | Energy | 2.94M | 85,100 | 0.19% | -415,000 | -82.98% | 2,739M |
| BAND | - | BANDWIDTH INC | Information Technology | 2.79M | 180,721 | 0.18% | 0 | - | 390M |
| IONQ | Put | IONQ INC | Information Technology | 2.24M | 50,000 | 0.15% | 50,000 | New Buy | 11,970M |
| QS | Put | QUANTUMSCAPE CORP | Consumer Discretionary | 1.25M | 120,000 | 0.08% | 100,000 | 500.00% | 4,293M |
| BTC | - | GRAYSCALE BITCOIN MINI TR ET | Other | 0.96M | 24,700 | 0.06% | 0 | - | 4,035M |
| IREN | Put | IREN LIMITED | Financials | 0.76M | 20,000 | 0.05% | 0 | - | 13,838M |
| QBTS | Put | D-WAVE QUANTUM INC | Information Technology | 0.52M | 20,000 | 0.03% | 0 | - | 6,890M |
| QUBT | Put | QUANTUM COMPUTING INC | Information Technology | 0.15M | 15,000 | 0.01% | 0 | - | 1,808M |
| TSE | - | TRINSEO PLC | Materials | 0.14M | 281,279 | 0.01% | 0 | - | 14M |
