Lakewood Capital Management, headquartered in New York, was founded in January 2007 by Anthony Bozza and Bill Jackson. The firm distinguishes itself with a fundamental investing strategy aimed at leveraging inefficiencies in equities (long and short positions) and fixed-income securities. Lakewood focuses on maximizing risk-adjusted returns by identifying optimal risk/reward opportunities in the market.
Anthony T. Bozza serves as Managing Partner at Lakewood Capital Management LP, a role he has held since its inception in January 2007.
Lakewood Capital Management is a prominent hedge fund managing discretionary assets totaling $3,131,400,000 as of February 2024, as reported in their Form ADV. In their latest Q1 2024 13F filing, they disclosed managing $1,226,321,601 in 13F securities, with a significant concentration of 54.21% in their top 10 holdings. Notably, their largest holding is Cigna Holding Co, with 297,857 shares held.