Lakewood Capital Management, Lp Buys Cigna Corp, Capital One Financial Corp, Brunswick Corp, Sells Citigroup Inc, FedEx Corp, Ally Financial Inc

• New Purchases: COF, WFC, SEDG, BYND, DISH, WB,
• Added Positions: CI, BC, DELL, FB, GOOGL, CDK, PLT, GS, GTS, GLD, STT,
• Reduced Positions: C, FDX, ALLY, LAD, BIDU, WRK, UTX, ASND, BMCH, CMCSA, MAS, YNDX, ATUS, CIT, WUBA, ADNT, CWK, ON, BLDR,
• Sold Out: MA, VER, KBH, VIXM, FBHS,

For the details of LAKEWOOD CAPITAL MANAGEMENT, LP's stock buys and sells, go to https://www.gurufocus.com/guru/lakewood+capital+management%2C+lp/current-portfolio/portfolio

1. Citigroup Inc (C) - 4,036,500 shares, 8.62% of the total portfolio. Shares reduced by 30.3%
2. Alphabet Inc (GOOGL) - 257,579 shares, 8.50% of the total portfolio. Shares added by 14.26%
3. Ally Financial Inc (ALLY) - 8,354,809 shares, 7.89% of the total portfolio. Shares reduced by 23.1%
4. Comcast Corp (CMCSA) - 5,756,498 shares, 7.42% of the total portfolio. Shares reduced by 8.9%
5. Cigna Corp (CI) - 1,341,767 shares, 6.44% of the total portfolio. Shares added by 63.17%

Lakewood Capital Management, Lp initiated holding in Capital One Financial Corp. The purchase prices were between $84.48 and $94.26, with an estimated average price of $89.43. The stock is now traded at around $85.22. The impact to a portfolio due to this purchase was 2.4%. The holding were 866,000 shares as of .

Lakewood Capital Management, Lp initiated holding in Wells Fargo & Co. The purchase prices were between $44.37 and $49.17, with an estimated average price of $46.77. The stock is now traded at around $44.68. The impact to a portfolio due to this purchase was 1.55%. The holding were 1,074,365 shares as of .

Lakewood Capital Management, Lp initiated holding in SolarEdge Technologies Inc. The purchase prices were between $37.85 and $62.46, with an estimated average price of $50.39. The stock is now traded at around $84.71. The impact to a portfolio due to this purchase was 0.31%. The holding were 164,300 shares as of .

Lakewood Capital Management, Lp initiated holding in Beyond Meat Inc. The purchase prices were between $65.75 and $169.96, with an estimated average price of $110.81. The stock is now traded at around $153.97. The impact to a portfolio due to this purchase was 0.23%. The holding were 47,300 shares as of .

Lakewood Capital Management, Lp initiated holding in DISH Network Corp. The purchase prices were between $32.93 and $39.1, with an estimated average price of $35.46. The stock is now traded at around $32.14. The impact to a portfolio due to this purchase was 0.15%. The holding were 125,000 shares as of .

Lakewood Capital Management, Lp initiated holding in Weibo Corp. The purchase prices were between $41.11 and $72.32, with an estimated average price of $56.12. The stock is now traded at around $42.19. The impact to a portfolio due to this purchase was 0.11%. The holding were 80,000 shares as of .

Lakewood Capital Management, Lp added to a holding in Cigna Corp by 63.17%. The purchase prices were between $145.49 and $169.13, with an estimated average price of $156.48. The stock is now traded at around $161.15. The impact to a portfolio due to this purchase was 2.49%. The holding were 1,341,767 shares as of .

Lakewood Capital Management, Lp added to a holding in Brunswick Corp by 38.95%. The purchase prices were between $41.48 and $54.48, with an estimated average price of $48.29. The stock is now traded at around $45.06. The impact to a portfolio due to this purchase was 1.6%. The holding were 4,080,006 shares as of .

Lakewood Capital Management, Lp added to a holding in Dell Technologies Inc by 73.98%. The purchase prices were between $50.63 and $69.8, with an estimated average price of $61.64. The stock is now traded at around $48.47. The impact to a portfolio due to this purchase was 1.37%. The holding were 2,088,700 shares as of .

Lakewood Capital Management, Lp added to a holding in Facebook Inc by 35.39%. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $183.81. The impact to a portfolio due to this purchase was 1.11%. The holding were 720,262 shares as of .

Lakewood Capital Management, Lp added to a holding in CDK Global Inc by 23.62%. The purchase prices were between $47.35 and $62.39, with an estimated average price of $53.61. The stock is now traded at around $43.57. The impact to a portfolio due to this purchase was 0.74%. The holding were 2,564,717 shares as of .

Lakewood Capital Management, Lp added to a holding in Plantronics Inc by 98.15%. The purchase prices were between $35.36 and $53.26, with an estimated average price of $46.47. The stock is now traded at around $27.35. The impact to a portfolio due to this purchase was 0.48%. The holding were 855,992 shares as of .

Lakewood Capital Management, Lp sold out a holding in Mastercard Inc. The sale prices were between $235.91 and $266.79, with an estimated average price of $250.12.

Lakewood Capital Management, Lp sold out a holding in VEREIT Inc. The sale prices were between $8 and $9.66, with an estimated average price of $8.64.

Lakewood Capital Management, Lp sold out a holding in KB Home. The sale prices were between $23.53 and $27.37, with an estimated average price of $25.76.

Lakewood Capital Management, Lp sold out a holding in ProShares VIX Mid-Term Futures ETF. The sale prices were between $20.92 and $23.01, with an estimated average price of $21.72.

Lakewood Capital Management, Lp sold out a holding in Fortune Brands Home & Security Inc. The sale prices were between $47.56 and $57.13, with an estimated average price of $52.02.