LAKEWOOD CAPITAL MANAGEMENT, LP Information

650 MADISON AVENUE, 25TH FLOOR, NEW YORK, New York, 10022, (212) 584-2211

Report Date: 03/31/2014

Position Statistics

Total Positions 43
New Positions 3
Increased Positions 20
Decreased Positions 18
Positions with Activity 38
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,367

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 6.54%
Capital Goods 6.96%
Conglomerates
Consumer Cyclical 4.86%
Consumer/Non-Cyclical
Energy 3.7%
Financial 10.92%
Healthcare 2.43%
Services 9.37%
Technology 35.96%
Transportation 4.34%
Utilities

43 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TW TELECOM INC COM -14,103 Sold Out 0
VARIAN MED SYS INC COM -10,421 Sold Out 0
VERIZON COMMUNICATIONS INC COM -5,191 Sold Out 0