Lakewood Asset Management LLC
Q1 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
101
- Value ($000)
$148,177
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001966581
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $12.23M | 8 % | 22,958 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $9.00M | 6 % | 98,158 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $7.59M | 5 % | 321,537 | ||
MCK MCKESSON CORP | COM | 58155Q103 | $6.75M | 5 % | 10,036 | ||
AZO AUTOZONE INC | COM | 053332102 | $5.49M | 4 % | 1,439 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $5.08M | 3 % | 43,809 | ||
WSM WILLIAMS SONOMA INC | COM | 969904101 | $4.55M | 3 % | 28,754 | ||
COP CONOCOPHILLIPS | COM | 20825C104 | $4.23M | 3 % | 40,302 | ||
AAPL APPLE INC | COM | 037833100 | $4.17M | 3 % | 18,756 | ||
EBA EBAY INC. | COM | 278642103 | $4.15M | 3 % | 61,230 |
Rows Per Page
10
- 10
- 50
- 100