Lakewood Asset Management LLC - Portfolio overview

Lakewood Asset Management LLC has 116 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Financial Services.

Largest reported holdings by portfolio allocation

1. FNDX - SCHWAB STRATEGIC TR, 6.42%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 5.96%
3. VBIL - VANGUARD INSTL INDEX FD, 5.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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