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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 $128,667,182
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 122,135 $11,161,943 8.67%
2.
Berkshire Hathaway Inc
 BRK.A 21,572 $7,693,870 5.97%
3.
Schwab Strategic Trust
 FNDF 98,443 $6,097,579 4.73%
4.
Apple Inc.
 AAPL 27,165 $5,230,144 4.06%
5.
Mckesson Corp
 MCK 8,370 $3,874,959 3.01%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)