Form D · Hedge Fund
Lakewood Capital Offshore Fund, Ltd.
George Town, E9 · CIK 0001409720
Offering snapshot reported Jan 9, 2026 · SEC filing
- Reported sold
- $2.61B Indefinite offering
- Investors reported
- 385 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jul 1, 2007 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$2,599,763,686 → $2,612,063,686
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 9, 2026 | Amendment | $2,612,063,686 | $12,300,000vs Jan 10, 2025 | 385 | SEC filing |
| Jan 10, 2025 | Amendment | $2,599,763,686 | $5,500,000vs Jan 12, 2024 | 385 | SEC filing |
| Jan 12, 2024 | Amendment | $2,594,263,686 | $2,415,000vs Jan 13, 2023 | 383 | SEC filing |
| Jan 13, 2023 | Amendment | $2,591,848,686 | $2,970,000vs Jan 14, 2022 | 382 | SEC filing |
| Jan 14, 2022 | Amendment | $2,588,878,686 | $9,630,000vs Jan 15, 2021 | 379 | SEC filing |
| Jan 15, 2021 | Amendment | $2,579,248,686 | $31,975,000vs Jan 17, 2020 | 375 | SEC filing |
| Jan 17, 2020 | Amendment | $2,547,273,686 | $96,985,000vs Jan 17, 2019 | 362 | SEC filing |
| Jan 17, 2019 | Amendment | $2,450,288,686 | $334,796,797vs Jan 17, 2018 | 332 | SEC filing |
| Jan 17, 2018 | Amendment | $2,115,491,889 | $494,228,871vs Jan 19, 2017 | 276 | SEC filing |
| Jan 19, 2017 | Amendment | $1,621,263,018 | $255,874,500vs Jan 19, 2016 | 183 | SEC filing |
| Jan 19, 2016 | Amendment | $1,365,388,518 | $347,265,255vs Jan 22, 2015 | 147 | SEC filing |
| Jan 22, 2015 | Amendment | $1,018,123,263 | $239,756,000vs Jan 28, 2014 | 112 | SEC filing |
| Jan 28, 2014 | Amendment | $778,367,263 | -$376,851,737vs Feb 22, 2013 | 91 | SEC filing |
| Feb 22, 2013 | Amendment | $1,155,219,000 | $937,196,662vs Feb 22, 2012 | 100 | SEC filing |
| Feb 22, 2012 | Amendment | $218,022,338 | $127,325,000vs Feb 25, 2011 | 42 | SEC filing |
| Feb 25, 2011 | Amendment | $90,697,338 | $59,846,588vs Feb 26, 2010 | 21 | SEC filing |
| Feb 26, 2010 | Amendment | $30,850,750 | $0vs Mar 13, 2009 | 5 | SEC filing |
| Mar 13, 2009 | Amendment | $30,850,750 | No comparison | Not reported | SEC filing |
| Aug 13, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-107352
Fund utilizes J.P. Morgan Securities LLC as placement agent to introduce prospective investors to the Fund. The agent receives a portion of the management fees otherwise paid to Lakewood in connection with investors introduced to the Funds by the agent
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| J.P. Morgan Securities LLC | 000000079 |
Source: Form D, filed Jan 9, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
LAKEWOOD CAPITAL OFFSHORE FUND, LTD.
Investment adviser: LAKEWOOD CAPITAL MANAGEMENT, LP
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Mar 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 2066964 · Mar 10, 2026 · Schedule D 7.B.(1), fund 805-3231294919
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Anthony T. Bozza | Director |
| Lakewood Capital Management, Lp | Executive |
| Geoff Ruddick | Director |
| Inderjit Singh | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:George Town, E9, KY1-9005