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Form 13F-HR LAKEWOOD CAPITAL MANAGEM For: Mar 31

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May 16, 2022 1:43 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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: 03-31-2022
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 , NY10022
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: Michael C. Antonacci
Title: Chief Financial Officer
Phone: 212-584-2213
Signature, Place, and Date of Signing:
/s/ Michael C. Antonacci New York , NY 05-16-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 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: 57
Form 13F Information Table Value Total: 1,981,940
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
028-14591 Lakewood Capital Partners, LP
028-14592 Lakewood Capital Advisors, LLC

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 Number Name
1 028-14591 Lakewood Capital Partners, LP
2 028-14592 Lakewood Capital Advisors, LLC

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 49,769 457,440 SH DFND 1,2 457,440 0 0
ALLY FINL INC COM 02005N100 62,429 1,435,809 SH DFND 1,2 1,435,809 0 0
ALPHABET INC CAP STK CL A 02079K305 132,250 47,549 SH DFND 1,2 47,549 0 0
ALTICE USA INC CL A 02156K103 18,658 1,495,000 SH DFND 1,2 1,495,000 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 10,624 266,207 SH DFND 1,2 266,207 0 0
ANGI INC COM CL A NEW 00183L102 1,985 350,000 SH DFND 1,2 350,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 36,907 595,368 SH DFND 1,2 595,368 0 0
APPLE INC COM 037833100 1,746 10,000 SH Put DFND 1,2 10,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 48,337 301,729 SH DFND 1,2 301,729 0 0
AXALTA COATING SYS LTD COM G0750C108 69,099 2,811,200 SH DFND 1,2 2,811,200 0 0
BAUSCH HEALTH COS INC COM 071734107 15,513 678,917 SH DFND 1,2 678,917 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 2,213 86,603 SH DFND 1,2 86,603 0 0
BRUNSWICK CORP COM 117043109 105,866 1,308,764 SH DFND 1,2 1,308,764 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 2,708 35,000 SH DFND 1,2 35,000 0 0
CANOO INC COM CL A 13803R102 1,104 200,000 SH Put DFND 1,2 200,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 14,836 113,000 SH DFND 1,2 113,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 21,894 77,100 SH DFND 1,2 77,100 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 13,407 24,576 SH DFND 1,2 24,576 0 0
CIGNA CORP NEW COM 125523100 125,689 524,557 SH DFND 1,2 524,557 0 0
CITIGROUP INC COM NEW 172967424 64,641 1,210,500 SH DFND 1,2 1,210,500 0 0
COMCAST CORP NEW CL A 20030N101 34,633 739,698 SH DFND 1,2 739,698 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 103,002 5,022,028 SH DFND 1,2 5,022,028 0 0
DELL TECHNOLOGIES INC CL C 24703L202 107,788 2,147,608 SH DFND 1,2 2,147,608 0 0
DESIGNER BRANDS INC CL A 250565108 2,197 162,600 SH DFND 1,2 162,600 0 0
FARADAY FUTRE INTLGT ELCTR I COM 307359109 1,697 340,000 SH Put DFND 1,2 340,000 0 0
FEDEX CORP COM 31428X106 26,564 114,800 SH DFND 1,2 114,800 0 0
FIRST AMERN FINL CORP COM 31847R102 68,035 1,049,604 SH DFND 1,2 1,049,604 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 33,280 50,000 SH DFND 1,2 50,000 0 0
FISKER INC CL A COM STK 33813J106 2,064 160,000 SH Put DFND 1,2 160,000 0 0
GLOBAL PMTS INC COM 37940X102 30,378 222,000 SH DFND 1,2 222,000 0 0
GODADDY INC CL A 380237107 39,261 469,067 SH DFND 1,2 469,067 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 48,121 286,726 SH DFND 1,2 286,726 0 0
HYZON MOTORS INC COM CL A 44951Y102 1,534 240,000 SH Put DFND 1,2 240,000 0 0
INSPERITY INC COM 45778Q107 52,024 518,063 SH DFND 1,2 518,063 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 21,941 496,060 SH DFND 1,2 496,060 0 0
KKR & CO INC COM 48251W104 13,372 228,700 SH DFND 1,2 228,700 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 44,191 1,550,000 SH Call DFND 1,2 1,550,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 7,559 296,333 SH DFND 1,2 296,333 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 17,987 694,193 SH DFND 1,2 694,193 0 0
META PLATFORMS INC CL A 30303M102 127,091 571,553 SH DFND 1,2 571,553 0 0
MIMECAST LTD ORD SHS G14838109 32,620 410,000 SH DFND 1,2 410,000 0 0
NIKOLA CORP COM 654110105 771 72,000 SH Put DFND 1,2 72,000 0 0
OXFORD INDS INC COM 691497309 1,516 16,750 SH DFND 1,2 16,750 0 0
POSHMARK INC COM CL A 73739W104 1,899 150,000 SH DFND 1,2 150,000 0 0
REVOLVE GROUP INC CL A 76156B107 3,758 70,000 SH DFND 1,2 70,000 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 6,139 66,600 SH DFND 1,2 66,600 0 0
SKECHERS U S A INC CL A 830566105 38,502 944,600 SH DFND 1,2 944,600 0 0
SONO GROUP N V COM N81409109 108 20,000 SH Put DFND 1,2 20,000 0 0
SYNEOS HEALTH INC CL A 87166B102 38,694 478,000 SH DFND 1,2 478,000 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 45,522 1,672,356 SH DFND 1,2 1,672,356 0 0
T-MOBILE US INC COM 872590104 60,106 468,300 SH DFND 1,2 468,300 0 0
TUSIMPLE HLDGS INC CL A 90089L108 342 28,000 SH Put DFND 1,2 28,000 0 0
VISA INC COM CL A 92826C839 34,751 156,700 SH DFND 1,2 156,700 0 0
WESTERN DIGITAL CORP. COM 958102105 51,140 1,030,000 SH DFND 1,2 1,030,000 0 0
WESTROCK CO COM 96145D105 63,841 1,357,450 SH DFND 1,2 1,357,450 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 18,567 219,236 SH DFND 1,2 219,236 0 0
ZEVIA PBC CL A 98955K104 1,270 277,873 SH DFND 1,2 277,873 0 0

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