Lakewood Asset Management LLC

Q3 2025 13F Holdings

  • Location
    naperville, IL
  • Num holdings

    104

  • Value ($000)

    $165,384

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0001966581
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$11.85M
7 %

23,570

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$8.95M
5 %

340,403

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$7.46M
5 %

81,289

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$6.69M
4 %

48,568

A
AZO

AUTOZONE INC

COM
053332102
$6.04M
4 %

1,407

E
EBA

EBAY INC.

COM
278642103
$5.64M
3 %

61,977

W
WSM

WILLIAMS SONOMA INC

COM
969904101
$5.52M
3 %

28,243

M
MCK

MCKESSON CORP

COM
58155Q103
$5.06M
3 %

6,555

B
BAC

BANK AMERICA CORP

COM
060505104
$4.39M
3 %

85,014

N
NVR

NVR INC

COM
62944T105
$4.38M
3 %

545

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