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.
Anthony Bozza Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| CI | - | THE CIGNA GROUP | Health Care | 111.6M | 405.3K | 7.4% | 68,000 | 20.2% | 77,498.5M |
| SSNC | - | SS&C TECHNOLOGIES HLDGS INC | Information Technology | 71.6M | 819.0K | 4.7% | 49,000 | 6.4% | 17,798.8M |
| AXTA | - | AXALTA COATING SYS LTD | Materials | 62.3M | 1.9M | 4.1% | 742,000 | 62.5% | 7,568.8M |
| ICLR | - | ICON PLC | Health Care | 60.6M | 332.5K | 4.0% | 93,300 | 39.0% | 7,543.1M |
| SHC | - | SOTERA HEALTH CO | Health Care | 60.0M | 3.4M | 4.0% | 336,842 | 11.0% | 4,957.4M |
| BC | - | BRUNSWICK CORP | Consumer Discretionary | 57.8M | 778.5K | 3.8% | 45,000 | 6.1% | 5,817.2M |
| ARW | - | ARROW ELECTRS INC | Information Technology | 57.7M | 523.4K | 3.8% | -54,000 | -9.4% | 7,850.3M |
| FAF | - | FIRST AMERN FINL CORP | Financials | 52.5M | 853.9K | 3.5% | 93,300 | 12.3% | 6,733.6M |
| C | - | CITIGROUP INC | Financials | 48.3M | 413.8K | 3.2% | 0 | No Change | 207,429.6M |
| ALLY | - | ALLY FINL INC | Financials | 47.0M | 1.0M | 3.1% | 720,000 | 227.3% | 12,969.0M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
UNP
Union Pac Corp
|
- | $36.4M | 157K | - | 2.41% | New |
|
ASTS
Ast Spacemobile...
|
Put | $31.7M | 436K | - | 2.10% | New |
|
ALLY
Ally Finl Inc
|
- | $25.4M | 720K | 227.3% | 3.11% | Increased |
|
AXTA
Axalta Coating ...
|
- | $24.6M | 742K | 62.5% | 4.13% | Increased |
|
HSIC
Henry Schein In...
|
- | $23.1M | 305K | - | 1.53% | New |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
ELV
Elevance Health...
|
- | $77.0M | 180K | -59.6% | 2.83% | Decreased |
|
KMPR
Kemper Corp
|
- | $32.1M | 490K | -41.5% | 1.85% | Decreased |
|
SIG
Signet Jewelers...
|
- | $20.9M | 364K | -74.9% | 0.67% | Decreased |
|
CMCSA
Comcast Corp Ne...
|
- | $16.9M | 510K | -45.9% | 1.19% | Decreased |
|
IQV
Iqvia Hldgs Inc
|
- | $12.4M | 70K | -30.9% | 2.34% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Financials | 21.9% | 17.2% | -4.7% |
| Materials | 5.8% | 9.7% | +3.9% |
| Consumer Discretionary | 15.5% | 12.0% | -3.5% |
| Industrials | 3.6% | 6.5% | +2.9% |
| Information Technology | 14.2% | 17.1% | +2.9% |
| Communication Services | 7.7% | 5.2% | -2.5% |
| Consumer Staples | 0.2% | 2.4% | +2.2% |
