LAKEWOOD CAPITAL MANAGEMENT, LP NICE — NICE LTD

Ownership history in LAKEWOOD CAPITAL MANAGEMENT, LP  ·  10 quarters on record

AI Ownership Summary

LAKEWOOD CAPITAL MANAGEMENT, LP reported NICE LTD (NICE) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.13% in 2025 Q4. The latest visible filing shows NICE at 0.38% 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 NICE 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 NICE LTD, 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
2026 Q1

NICE was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 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 2026 Q1

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.

NICE stock page LAKEWOOD CAPITAL MANAGEMENT, LP fund profile LAKEWOOD CAPITAL MANAGEMENT, LP full holdings
How LAKEWOOD CAPITAL MANAGEMENT, LP held NICE — position size vs. price
% of Fund (quarterly)    NICE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 53.6% -16.7% ✅ 54,200 -62,600 -53.6% 0.38% $6.0M 2026-05-15 $89.76
2026 Q1 REDUCED 22.9% -16.7% ✅ 116,800 -34,600 -22.9% 0.81% $12.9M 2026-05-15 $89.76
2025 Q4 ADDED — — — 151,400 +97,200 +179.3% 1.13% $17.1M 2026-02-17 $95.31
2025 Q4 REDUCED 43.3% -2.5% ✅ 54,200 -41,400 -43.3% 0.41% $6.1M 2026-02-17 $95.31
2025 Q3 ADDED — — — 95,600 +15,600 +19.5% 1.04% $13.8M 2025-11-14 $133.38
2025 Q2 UNCHANGED — — — 80,000 — 0% 1.01% $13.5M 2025-08-14 $127.85
2025 Q1 ADDED — — — 80,000 +10,000 +14.3% 1.08% $12.3M 2025-05-15 $161.11
2024 Q4 ADDED — — — 70,000 +10,000 +16.7% 1.07% $11.9M 2025-02-14 $176.49
2024 Q3 UNCHANGED — — — 60,000 — 0% 0.82% $10.4M 2024-11-14 $182.19
2024 Q2 INITIATED — — — 60,000 — — 0.84% $10.3M 2024-08-14 $166.78

🏢 Other funds also holding NICE

As of 2026 Q2 — sorted by position size

Miller Global Investments, LLC 0.45% Versant Capital Management, Inc 3Y 7Y 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About LAKEWOOD CAPITAL MANAGEMENT, LP and NICE

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 NICE?

LAKEWOOD CAPITAL MANAGEMENT, LP reported NICE across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

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

The largest reported portfolio weight for NICE was 1.13% in 2025 Q4.

What is the latest reported NICE position on this page?

The most recent filing on this page is 2026 Q1, when LAKEWOOD CAPITAL MANAGEMENT, LP reported 54,200 shares, equal to 0.38% of portfolio, with an estimated market value of $6.0M.

What does the chart on this NICE ownership page compare?

The chart compares LAKEWOOD CAPITAL MANAGEMENT, LP's quarterly NICE 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 NICE position?

Based on 13F filing dates vs. subsequent NICE price moves, LAKEWOOD CAPITAL MANAGEMENT, LP correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on NICE relative to SPY over the holding period was -41.8%.

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