Form D · Hedge Fund

Lakewood Capital Partners, LP

New York, NY · CIK 0001409705

Offering snapshot reported Jan 9, 2026 · SEC filing

Reported sold: $4.64B
Investors reported: 715
Minimum accepted: $100K
First sale: Jul 1, 2007

Fundraising history

Reported sold

Dates 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$4,599,644,275 → $4,640,449,275
Reported investors710 → 715

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 9, 2026	Amendment	$4,640,449,275	$40,805,000vs Jan 10, 2025	715	SEC filing
Jan 10, 2025	Amendment	$4,599,644,275	$17,822,075vs Jan 12, 2024	710	SEC filing
Jan 12, 2024	Amendment	$4,581,822,200	$439,710,990vs Jan 13, 2023	697	SEC filing
Jan 13, 2023	Amendment	$4,142,111,210	$13,697,007vs Jan 14, 2022	690	SEC filing
Jan 14, 2022	Amendment	$4,128,414,203	$420,110,000vs Jan 15, 2021	682	SEC filing
Jan 15, 2021	Amendment	$3,708,304,203	$7,313,000vs Jan 17, 2020	673	SEC filing
Jan 17, 2020	Amendment	$3,700,991,203	$683,078,482vs Jan 17, 2019	668	SEC filing
Jan 17, 2019	Amendment	$3,017,912,721	$87,398,500vs Jan 17, 2018	580	SEC filing
Jan 17, 2018	Amendment	$2,930,514,221	$416,224,236vs Jan 19, 2017	549	SEC filing
Jan 19, 2017	Amendment	$2,514,289,985	$434,870,188vs Jan 19, 2016	451	SEC filing
Jan 19, 2016	Amendment	$2,079,419,797	$630,572,855vs Jan 22, 2015	302	SEC filing
Jan 22, 2015	Amendment	$1,448,846,942	$362,545,000vs Jan 28, 2014	225	SEC filing
Jan 28, 2014	Amendment	$1,086,301,942	-$809,412,058vs Feb 22, 2013	193	SEC filing
Feb 22, 2013	Amendment	$1,895,714,000	$1,429,089,061vs Feb 22, 2012	150	SEC filing
Feb 22, 2012	Amendment	$466,624,939	$279,975,319vs Feb 25, 2011	107	SEC filing
Feb 25, 2011	Amendment	$186,649,620	$91,605,000vs Feb 26, 2010	52	SEC filing
Feb 26, 2010	Amendment	$95,044,620	$89,639vs Mar 13, 2009	12	SEC filing
Mar 13, 2009	Amendment	$94,954,981	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: 021-107364

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 PARTNERS, LP

Investment adviser: LAKEWOOD CAPITAL MANAGEMENT, LP

Gross asset value: $3.4B
Beneficial owners: 274
ADV minimum commitment: $250K

Reported in Form ADV on Mar 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MORGAN STANLEY FUND SERVICES PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG NEW YORK, New York, United States

Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No

Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG
PCAOB 42

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY & CO. LLC
SEC 8-15869

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Filing source

Form ADV 2066964 · Mar 10, 2026 · Schedule D 7.B.(1), fund 805-9569450407

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.

People and organizations reported in Form D filings
Name	Reported role
Anthony T. Bozza	Executive
Bozza Jackson Holdings Llc	Executive
Bozza Jackson Holdings, Llc	Executive
Lakewood Capital Advisors, Llc	Executive
Lakewood Capital Management Lp	Executive
Lakewood Capital Management, Lp	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Lakewood Capital Management, Lp 650 Madison Avenue, 25 Th Floor
New York, NY, 10022