Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Lakewood Capital Management, Lp

Industry Market Value
Percent
26 - Paper And Allied Products 71,561,000 2.98
28 - Chemicals And Allied Products 82,807,000 3.44
35 - Industrial And Commercial Machinery And Computer Equipment 2,774,000 0.12
45 - Transportation By Air 46,348,000 1.93
48 - Communications 306,670,000 12.75
55 - Automotive Dealers And Gasoline Service Stations 79,696,000 3.31
59 - Miscellaneous Retail 63,101,000 2.62
60 - Depository Institutions 188,511,000 7.84
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 129,781,000 5.40
63 - Insurance Carriers 16,735,000 0.70
65 - Real Estate 143,882,000 5.98
67 - Holding And Other Investment Offices 15,324,000 0.64
73 - Business Services 400,436,000 16.65
80 - Health Services 156,538,000 6.51
Industry Not Reported 701,222,000 29.15
Total 2,405,386,000 100.00