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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 $145,172,167
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 21,468 $9,731,015 6.7%
2.
Spdr Ser Tr
 103,282 $9,443,091 6.5%
3.
Schwab Strategic Trust
 FNDF 366,481 $8,678,278 5.97%
4.
Vanguard Intl Equity Index Funds
 VWO 41,964 $4,929,962 3.39%
5.
Apple Inc.
 AAPL 18,793 $4,706,202 3.24%
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)