Anthony Bozza’s Lakewood Capital produced a return of 2.7% for investors after fees during the first quarter according to the hedge fund’s Q1 letter, a copy of which has been reviewed by VaueWalk. Anthony Bozza's fund, which is known for its aggressive long and short exposure, ended the quarter 73.7% long and 33.6% short for net equity exposure of 40.1%. The top five positions held by the fund constituted 23.8% of equity capital. As well as Lakewood’s equity exposure, the fund was also 4.5% long and 0% short fixed income securities.
Anthony Bozza - New longs and shorts
The first quarter was a mixed one...
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