Hedge Fund - Lakewood Capital Management

Anthony T. Bozza Bio, Returns, AUM, Net Worth

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.

Anthony T. Bozza
Fund Profile
Filing Period:
Fund Name: Lakewood Capital Management
Manager Anthony T. Bozza
Portfolio Value $1,272,215,980
Change This QTR +1.04%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. CI 302,357 $104,748,559 -2% 8.23%
2. GPI 253,726 $97,187,207 -9% 7.63%
3. C 1,266,800 $79,301,680 +5% 6.23%
4. KMPR 1,026,998 $62,903,628 +3% 4.94%
5. BC 736,467 $61,730,664 +1% 4.85%
News, Interviews and Investor Letters