LAKEWOOD CAPITAL MANAGEMENT, LP MCY — MERCURY GENL CORP NEW

Ownership history in LAKEWOOD CAPITAL MANAGEMENT, LP  ·  7 quarters on record

AI Ownership Summary

LAKEWOOD CAPITAL MANAGEMENT, LP reported MERCURY GENL CORP NEW (MCY) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.05% in 2024 Q4. The latest visible filing shows MCY at 0.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAKEWOOD CAPITAL MANAGEMENT, LP's position in MERCURY GENL CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MCY was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCY stock page LAKEWOOD CAPITAL MANAGEMENT, LP fund profile LAKEWOOD CAPITAL MANAGEMENT, LP full holdings
How LAKEWOOD CAPITAL MANAGEMENT, LP held MCY — position size vs. price
% of Fund (quarterly)    MCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 158,218 — 0% 0.98% $14.9M 2026-02-17 $95.24
2025 Q3 UNCHANGED — — — 158,218 — 0% 1.01% $13.4M 2025-11-14 $86.91
2025 Q2 ADDED — — — 158,218 +60,000 +61.1% 0.80% $10.7M 2025-08-14 $73.81
2025 Q1 REDUCED 44.4% +21.1% ❌ 98,218 -78,482 -44.4% 0.48% $5.5M 2025-05-15 $60.61
2024 Q4 UNCHANGED — — — 176,700 — 0% 1.05% $11.7M 2025-02-14 $53.28
2024 Q3 UNCHANGED — — — 176,700 — 0% 0.87% $11.1M 2024-11-14 $71.04
2024 Q2 INITIATED — — — 176,700 — — 0.77% $9.4M 2024-08-14 $57.88

🏢 Other funds also holding MCY

As of 2026 Q3 — sorted by position size

Bank & Trust Co 1.19% Monument Capital Management 3Y 7Y 0.55% AMERICAN NATIONAL BANK & TRUST 3Y 7Y 0.04% Paragon Capital Management Ltd 3Y 7Y 0.04% True Wealth Design, LLC 3Y 0.01% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 3Y 0.0% Marquette Asset Management, LLC 3Y 7Y 0.0%

FAQ About LAKEWOOD CAPITAL MANAGEMENT, LP and MCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has LAKEWOOD CAPITAL MANAGEMENT, LP reported owning MCY?

LAKEWOOD CAPITAL MANAGEMENT, LP reported MCY across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MCY position in LAKEWOOD CAPITAL MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for MCY was 1.05% in 2024 Q4.

What is the latest reported MCY position on this page?

The most recent filing on this page is 2025 Q4, when LAKEWOOD CAPITAL MANAGEMENT, LP reported 158,218 shares, equal to 0.98% of portfolio, with an estimated market value of $14.9M.

What does the chart on this MCY ownership page compare?

The chart compares LAKEWOOD CAPITAL MANAGEMENT, LP's quarterly MCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LAKEWOOD CAPITAL MANAGEMENT, LP time their MCY position?

Based on 13F filing dates vs. subsequent MCY price moves, LAKEWOOD CAPITAL MANAGEMENT, LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MCY relative to SPY over the holding period was +18.2%.

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