Anthony Bozza’s Lakewood Capital Management ended the first quarter of 2020 with a net loss of 31.1%. According to a copy of the hedge fund’s Q1 letter, which ValueWalk has been able to review, the firm ended the month of March with long equity exposure of 98% and short exposure of 39.8% for net exposure of 58.2%. If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out Hidden Value Stocks. The top five equity positions in the portfolio accounted for 27.5% of equity capital at the end of March, and the top 10 positions…
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