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Home > Institutional Investor > Lakewood Asset Management Llc > Profile

Instuitional Investor - Lakewood Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Lakewood Asset Management Llc
Portfolio Value $148,177,193
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 22,958 $12,226,972 8.25%
2.
Spdr Ser Tr
 98,158 $9,004,047 6.08%
3.
Schwab Strategic Trust
 FNDF 321,537 $7,591,500 5.12%
4.
Mckesson Corp
 MCK 10,036 $6,753,925 4.56%
5.
Autozone Inc
 AZO 1,439 $5,486,590 3.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)