UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
12-31-2023
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
LAKEWOOD CAPITAL MANAGEMENT, LP
Address:
650 Madison Avenue
25th Floor
New York, NY 10022
Form 13F File Number:
028-12815

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Chris R. Deneen
Title:
Chief Financial Officer
Phone:
212-584-2219


Signature, Place, and Date of Signing:

/s/ Chris R. Deneen
                         [Signature]
New York, NEW YORK
                 [City, State]
02-14-2024
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
2
Form 13F Information table Entry Total:
42
Form 13F Information table Value Total:
1194986019
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

No.Form 13F File NumberNameCIK
1
028-14591
Lakewood Capital Partners, LP
0001409705
2
028-14592
Lakewood Capital Advisors, LLC
0001534288


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10227,128,500350,000SHCallSOLE350,000 0 0
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10218,241,048235,338SHSOLE235,338 0 0
ALLY FINL INCCOM02005N10017,690,786506,609SHSOLE506,609 0 0
ALPHABET INCCAP STK CL A02079K30555,412,229396,680SHSOLE396,680 0 0
APOLLO GLOBAL MGMT INCCOM03769M10646,799,738502,197SHSOLE502,197 0 0
APPLOVIN CORPCOM CL A03831W108996,25025,000SHSOLE25,000 0 0
ASBURY AUTOMOTIVE GROUP INCCOM04343610435,304,317156,929SHSOLE156,929 0 0
AXALTA COATING SYS LTDCOMG0750C10835,715,9561,051,397SHSOLE1,051,397 0 0
BANDWIDTH INCCOM CL A05988J1033,827,561264,517SHSOLE264,517 0 0
BANDWIDTH INCCOM CL A05988J1031,157,60080,000SHCallSOLE80,000 0 0
BARCLAYS PLCADR06738E2043,152,000400,000SHCallSOLE400,000 0 0
BRUNSWICK CORPCOM11704310944,937,182464,467SHSOLE464,467 0 0
CAPITAL ONE FINL CORPCOM14040H10513,243,120101,000SHSOLE101,000 0 0
CHARLES RIV LABS INTL INCCOM15986410727,833,736117,740SHSOLE117,740 0 0
CITIGROUP INCCOM NEW17296742463,759,8801,239,500SHCallSOLE1,239,500 0 0
CITIGROUP INCCOM NEW17296742493,713,3921,821,800SHSOLE1,821,800 0 0
CNH INDL N VSHSN2094410922,252,8601,827,000SHSOLE1,827,000 0 0
COMCAST CORP NEWCL A20030N10163,176,8001,440,748SHSOLE1,440,748 0 0
CS DISCO INCCOM1263271055,210,998686,561SHSOLE686,561 0 0
DELL TECHNOLOGIES INCCL C24703L20241,356,512540,608SHSOLE540,608 0 0
DIAGEO PLCSPON ADR NEW25243Q2059,839,33367,550SHSOLE67,550 0 0
ELEVANCE HEALTH INCCOM03675210329,236,72062,000SHSOLE62,000 0 0
FEDEX CORPCOM31428X10623,172,05291,600SHSOLE91,600 0 0
FIRST AMERN FINL CORPCOM31847R10239,669,522615,604SHSOLE615,604 0 0
FIRST CTZNS BANCSHARES INC NCL A31946M10320,342,35414,336SHSOLE14,336 0 0
GILDAN ACTIVEWEAR INCCOM37591610318,591,357562,352SHSOLE562,352 0 0
GLOBAL PMTS INCCOM37940X10220,891,500164,500SHSOLE164,500 0 0
GOODRX HLDGS INCCOM CL A38246G10814,807,5702,210,085SHSOLE2,210,085 0 0
GROUP 1 AUTOMOTIVE INCCOM39890510993,166,941305,726SHSOLE305,726 0 0
INSPERITY INCCOM45778Q10736,931,685315,063SHSOLE315,063 0 0
KEMPER CORPCOM48840110024,335,000500,000SHSOLE500,000 0 0
KKR & CO INCCOM48251W10439,080,345471,700SHSOLE471,700 0 0
LIBERTY GLOBAL LTDCOM CL CG6118812712,007,758644,193SHSOLE644,193 0 0
LIBERTY GLOBAL LTDCOM CL AG611881014,821,587271,333SHSOLE271,333 0 0
META PLATFORMS INCCL A30303M10214,054,33639,706SHSOLE39,706 0 0
NATIONAL VISION HLDGS INCCOM63845R1077,639,450365,000SHSOLE365,000 0 0
ROIVANT SCIENCES LTDSHSG7627910112,173,3201,084,000SHSOLE1,084,000 0 0
TABOOLA.COM LTDORD SHSM8744T1065,368,5891,239,859SHSOLE1,239,859 0 0
THE CIGNA GROUPCOM12552310092,487,229308,857SHSOLE308,857 0 0
WESTROCK COCOM96145D10541,416,698997,512SHSOLE997,512 0 0
WYNDHAM HOTELS & RESORTS INCCOM98311A10513,608,267169,236SHSOLE169,236 0 0
ZEVIA PBCCL A98955K104433,941215,891SHSOLE215,891 0 0