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LAKEWOOD CAPITAL MANAGEMENT, LP: TFSL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKEWOOD CAPITAL MANAGEMENT, LP on TFSL, newest first. How the timeline and the estimate are built.

LAKEWOOD CAPITAL MANAGEMENT, LP held 2,070,382 TFSL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,070,382 shares
    Change vs previous 13F -765,000 shares

    1.9% of the 13F portfolio, value $36,687,169.

    13F-HR 0001172661-26-003656 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,835,382 shares
    Change vs previous 13F +85,000 shares

    2.56% of the 13F portfolio, value $39,837,117.

    13F-HR 0001172661-26-002096 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,750,382 shares
    Change vs previous 13F +217,000 shares

    2.56% of the 13F portfolio, value $36,800,111.

    13F-HR 0001172661-26-000848 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,533,382 shares
    Change vs previous 13F +420,000 shares

    2.53% of the 13F portfolio, value $33,377,308.

    13F-HR 0001172661-25-004842 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,113,382 shares
    Change vs previous 13F +1,660,339 shares

    2.08% of the 13F portfolio, value $27,368,297.

    13F-HR 0001172661-25-003327 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 453,043 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $5,613,203.

    13F-HR 0001172661-25-002040 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).