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) 1,312

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

Sector Weighting

Basic Materials 6.48%
Capital Goods 6.97%
Conglomerates
Consumer Cyclical 4.81%
Consumer/Non-Cyclical
Energy 3.67%
Financial 10.73%
Healthcare 2.46%
Services 9.51%
Technology 35.88%
Transportation 4.35%
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 -13,852 Sold Out 0
VARIAN MED SYS INC COM -10,269 Sold Out 0
VERIZON COMMUNICATIONS INC COM -5,127 Sold Out 0