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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 $149,697,956
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 22,899 $11,123,647 7.43%
2.
Schwab Strategic Trust
 FNDF 335,309 $8,228,486 5.5%
3.
Spdr Series Trust
 84,383 $7,740,407 5.17%
4.
Vanguard Intl Equity Index Funds
 VWO 45,158 $5,803,756 3.88%
5.
Autozone Inc
 AZO 1,407 $5,223,108 3.49%
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)