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
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$11.85M
7 %

23,570

FNDX
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
$8.95M
5 %

340,403

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$7.46M
5 %

81,289

VT
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
$6.69M
4 %

48,568

AZO
AZO

AUTOZONE INC

COM
$6.04M
4 %

1,407

EBA
EBA

EBAY INC.

COM
$5.64M
3 %

61,977

WSM
WSM

WILLIAMS SONOMA INC

COM
$5.52M
3 %

28,243

MCK
MCK

MCKESSON CORP

COM
$5.06M
3 %

6,555

BAC
BAC

BANK AMERICA CORP

COM
$4.39M
3 %

85,014

NVR
NVR

NVR INC

COM
$4.38M
3 %

545

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