Lakewood Discovery Fund, LP
Lakewood Discovery Fund, LP is a hedge fund based in New York, New York. According to its most recent Form D, filed Jan 9, 2026, the fund has sold $25,990,070 of interests to 22 investors since its first sale in Aug 2015. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Bozza Jackson Holdings, LLC; Lakewood Capital Management, LP.
Performance
No verified returns have been reported for this fund. As a rough guide, Lakewood Capital Management, LP, which manages it, disclosed U.S. stock holdings that returned an estimated +4.7% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +16.3% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $25,990,070Cumulative sales reported on Form D
- Investors
- 22
- First sale
- Aug 1, 2015
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Bozza Jackson Holdings, LLC; Lakewood Capital Management, LP
- Latest Form D
- Jan 9, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Lakewood Discovery Fund, LP
What is the minimum investment for Lakewood Discovery Fund, LP?
According to its latest Form D, filed Jan 9, 2026, the minimum investment Lakewood Discovery Fund, LP accepts from an outside investor is $100,000.
Who can invest in Lakewood Discovery Fund, LP?
Lakewood Discovery Fund, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Lakewood Discovery Fund, LP raised?
Lakewood Discovery Fund, LP reports $25,990,070 sold from 22 investors on its Form D filed Jan 9, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Lakewood Discovery Fund, LP based?
Lakewood Discovery Fund, LP is based in New York, New York and is managed by Lakewood Capital Management, LP.
When did Lakewood Discovery Fund, LP launch?
Lakewood Discovery Fund, LP reports its first sale in Aug 2015.
Size compared with every hedge fund
Raised more than 33% of the 2,544 hedge funds based in New York, and more than 35% of all 10,308 that report sales.