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Lakewood Capital Management, LP

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Today:
Week:
1-month:
All-time: 		-1.3%
-0.5%
+6.7%
+114.6% 		vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500: 		-0.6%
-0.9%
+1.6%
+94.5%
 

Data since: Jan-1-2008
Current Portfolio: Q1 2013
     
Fairholme Capit... -1.4%
JHL Capital Gro... -1.4%
Schaller Invest... -1.6%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily		 Mkt Cap  Div Yield  % off
52wk lw		 % from
52wk hg		 Q1 2013 View as: Alerts Holdings Detail
 AET $59.53 -0.74 -1.23% 2,332,455 76% $19.6B 1.3% 72% -2% +13.7% $59.0M | 1.2M shares - increase of 103.0K shares
 AHL $37.02 -0.29 -0.78% 805,012 114% $2.4B 1.9% 35% -6% -4.1% $44.5M | 1.2M shares - decrease of 760.7K shares
 AIG $44.31 -0.65 -1.45% 17,682,858 104% $66.3B - 63% -5% +15.9% $74.8M | 1.9M shares - decrease of 600.7K shares
 BWC $29.79 -0.23 -0.77% 1,242,149 159% $3.4B 1.1% 31% -1% +5.4% $43.7M | 1.5M shares - decrease of 193.5K shares
 CI $67.96 +0.36 +0.53% 3,136,594 182% $19.3B 0.1% 74% -2% +8.0% $56.9M | 912.3K shares - decrease of 18.0K shares
 FDX $99.65 -2.52 -2.47% 3,251,962 128% $32.3B 0.5% 19% -9% +1.9% $50.8M | 517.8K shares - increase of 229.3K shares
 IM $18.13 -0.34 -1.84% 1,044,104 98% $2.8B - 26% -10% -7.5% $99.0M | 5.0M shares - decrease of 495.3K shares
 MSFT $34.61 -0.24 -0.69% 66,050,872 105% $290.9B 2.6% 32% -2% +21.0% $67.1M | 2.3M shares - increase of 650.0K shares
 NDAQ $30.98 -0.21 -0.67% 3,056,547 203% $5.1B 1.7% 47% -6% -3.2% $47.1M | 1.5M shares - decrease of 474.0K shares
 NPO $50.89 -0.47 -0.92% 145,879 86% $1.0B - 57% -2% +1.8% $43.5M | 849.6K shares - increase of 31.0K shares
 ORCL $34.12 -0.98 -2.79% 33,745,100 143% $165.6B 0.7% 32% -6% +5.3% $98.3M | 3.0M shares - increase of 265.0K shares
 QCOM $65.23 -0.53 -0.81% 13,391,469 94% $113.5B 2.1% 23% -5% -1.2% $41.7M | 623.0K shares - New Holding
 RIG $52.31 -1.09 -2.04% 3,943,944 123% $19.2B - 33% -12% +2.5% $44.1M | 849.4K shares - decrease of 50.5K shares
 SIR $28.28 -0.45 -1.57% 186,602 130% $1.1B 6.1% 33% -2% +5.5% $38.8M | 1.5M shares - increase of 196.5K shares
 XL $31.98 -0.07 -0.22% 4,308,424 178% $9.3B 1.7% 64% -3% +5.7% $43.6M | 1.4M shares - decrease of 1.4M shares
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Discuss Lakewood Capital Management, LP's portfolio
 
Latest Portfolio Notes & Links
 
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Long Wait for a Green Card Could Be Ending
MSFT  CSCO  ORCL  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 10:06PM from (www.nytimes.com)
Born overseas and educated in the United States, workers in the heart of the tech industry are in a kind of suspension as  more ...
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Washington Memo: Torches and Pitchforks for I.R.S. but Cheers for Apple
AAPL  MSFT  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 08:35PM from (www.nytimes.com)
While Wednesday’s I.R.S. hearing felt like an unforgiving, angry inquisition, senators seemed halfhearted in their desire  more ...
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In China, Hacking Has Widespread Acceptance
MSFT  GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 07:56PM from (www.nytimes.com)
Hacking in China is openly discussed and promoted, whether for breaking into private networks, tracking dissent or stealing  more ...
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Will Sony PS4 and Xbox One Wreck Apple TV Prospects in Media Convergence?
SNE  AAPL  MSFT  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 04:43PM from (247wallst.com)
This week has brought much in the news of video games and the convergence of media. Apple Inc. (NASDAQ: AAPL) shareholders  more ...
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Cullman Regional Medical Center Joins Aetna’s Hospital Network in Alabama
AET  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - May 22, 03:44PM from (www.businesswire.com)
Aetna (NYSE: AET) and Cullman Regional Medical Center (CRMC) announced today that they have reached agreement on a new contract  more ...
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AMD: Jefferies, Raymond James Like PS4, Xbox Prospects, Even on Muted Uptake
AMD  MSFT  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 22, 03:14PM from (blogs.barrons.com)
Shares of Advanced Micro Devices (AMD) are down 3 cents, or 0.8%, at $3.99, giving up earlier gains following yesterday’s  more ...
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Apple Tops New WisdomTree Dividend ETF
KO  INTC  PEP  PG  WMT  AAPL  MO  MSFT  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 02:08PM from (www.benzinga.com)
Apple's (NASDAQ: AAPL) new status as a dividend stock is, no pun intended, bearing fruit. At least at the new ETF level.
 more ...
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Microsoft: Barclays Ups Target to $35; Support, But Rally’s Over
MSFT  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 22, 01:54PM from (blogs.barrons.com)
Following Microsoft‘s (MSFT) unveiling yesterday of its long-awaited update to the Xbox game console, the “Xbox One,”  more ...
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Did GameStop, Up 44% YTD, Rout the Shorts?
SNE  MSFT  GME  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 22, 01:12PM from (ycharts.com)
GameStop (GME) shares fell 5% Tuesday after Microsoft (MSFT) introduced a new gaming console, Xbox One. But don’t misinterpret  more ...
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Here Are 14 Yearbook Photos of Business Big Shots
JPM  XOM  BAC  AAPL  MSFT  GS  AMZN  GOOG  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 12:19PM from (www.benzinga.com)
When we think of the business titans of our age, we often associate their likeness with private jets, cash flows in the millions,  more ...
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NetApp Is Probably Cheap, But The Headwinds Aren't Going Away
IBM  EMC  DELL  CSCO  NTAP  ORCL  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 22, 11:45AM from (www.investopedia.com)
NetApp is suffering from the wider tech malaise, but the company appears to have established itself as the clear #2 player  more ...
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Will Microsoft's Xbox One Help or Hurt Comcast, Other Cable Giants?
MSFT  DISH  NFLX  CMCSA  TWC  DTV  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 11:40AM from (www.benzinga.com)
Microsoft (NASDAQ: MSFT) is dedicated to changing the way consumers watch television, but it has no intention of eliminating  more ...
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This Morning: NetApp Rising, Expanding Xbox, Sony Strategizes
MSFT  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 22, 10:40AM from (blogs.barrons.com)
Here are some things going on this morning in your world of tech: Shares of Microsoft (MSFT) are down 40 cents, or 1%, at  more ...
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Fusion-io in Play as Growth, Price Converge: Real M&A
HPQ  NTAP  ORCL  FIO  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 10:37AM from (www.bloomberg.com)
Potential acquirers long tempted by Fusion-io Inc. (FIO)’s industry-leading growth prospects got another reason to consider  more ...
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Electronic Arts Reverses Decision, Develops New Wii U Games
SNE  EA  MSFT  NTDOY  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 09:07AM from (www.benzinga.com)
Electronic Arts (NASDAQ: EA) CFO Blake Jorgensen has confirmed that, contrary to the previous comments from company spokesperson  more ...
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Bits Blog: Lessons for Silicon Valley on Capitol Hill
AAPL  MSFT  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 08:45AM from (bits.blogs.nytimes.com)
As the rest of the technology industry spends million lobbying lawmakers in Washington, Apple, which on Tuesday came in for  more ...
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Forget Acquisitions, Yahoo! Should Start Paying a Dividend
AAPL  MSFT  CSCO  GOOG  LNKD  FB  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 22, 08:02AM from (www.dividend.com)
After a speculation filled weekend, Yahoo! formally announced on Monday that it is acquiring popular blogging website Tumblr  more ...
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Top Ten U.S. Wireless Trends in 2013 for Investors to Bank On
S  AAPL  VZ  T  QCOM  SBAC  CCI  AMT  BRCM  UBS  TMUS  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 07:55AM from (247wallst.com)
The intense battle for the wireless customer and the consumer dollar heated up in the first quarter of 2013. Surprisingly,  more ...
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Boeing, Google Among Top Hedge Fund Holdings
AIG  BA  AAPL  GOOG  NWSA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 07:30AM from (247wallst.com)
A look at which stocks the top 50 hedge funds own, without any need for comment (via Factset): The 50 largest hedge funds  more ...
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Microsoft to Add Several Thousand Workers in China, Ballmer Says
MSFT  VNET  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 07:05AM from (www.bloomberg.com)
Microsoft Corp. (MSFT), the largest software maker, will hire several thousand workers in China to support new cloud computing  more ...
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