Lakewood Asset Management LLC Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$148.2M

Holdings

101

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (101 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL
$12.2M
BILSPDR SER TR
$9.0M
FNDXSCHWAB STRATEGIC TR
$7.6M
MCKMCKESSON CORP
$6.8M
AZOAUTOZONE INC
$5.5M
VTVANGUARD INTL EQUITY INDEX F
$5.1M
WSMWILLIAMS SONOMA INC
$4.5M
COPCONOCOPHILLIPS
$4.2M
AAPLAPPLE INC
$4.2M
EBAEBAY INC.
$4.1M
NVRNVR INC
$3.9M
BACBANK AMERICA CORP
$3.6M
BKNGBOOKING HOLDINGS INC
$3.0M
VTIVANGUARD INDEX FDS
$3.0M
MTBM & T BK CORP
$2.8M
RTXRTX CORPORATION
$2.8M
UHAL/BU HAUL HOLDING COMPANY
$2.6M
FANGDIAMONDBACK ENERGY INC
$2.4M
SLBSCHLUMBERGER LTD
$2.3M
KMXCARMAX INC
$2.3M
BMYBRISTOL-MYERS SQUIBB CO
$2.3M
HPEHEWLETT PACKARD ENTERPRISE C
$2.1M
DKSDICKS SPORTING GOODS INC
$2.1M
RFREGIONS FINANCIAL CORP NEW
$2.1M
VTIPVANGUARD MALVERN FDS
$2.0M
MHKMOHAWK INDS INC
$1.7M
FNDFSCHWAB STRATEGIC TR
$1.7M
FNDASCHWAB STRATEGIC TR
$1.7M
PTLOPORTILLOS INC
$1.6M
MSFTMICROSOFT CORP
$1.6M
IVVISHARES TR
$1.4M
ULTAULTA BEAUTY INC
$1.4M
VPLSVANGUARD MALVERN FDS
$1.4M
LENLENNAR CORP
$1.3M
VUSBVANGUARD BD INDEX FDS
$1.3M
MKLMARKEL GROUP INC
$1.2M
LEALEAR CORP
$1.2M
DBXDROPBOX INC
$1.2M
VTEBVANGUARD MUN BD FDS
$1.1M
EPDENTERPRISE PRODS PARTNERS L
$949K
IWDISHARES TR
$948K
CFCF INDS HLDGS INC
$943K
CARRCARRIER GLOBAL CORPORATION
$915K
AIGAMERICAN INTL GROUP INC
$833K
APAAPA CORPORATION
$800K
METAMETA PLATFORMS INC
$782K
VOOVANGUARD INDEX FDS
$730K
CLMBCLIMB GLOBAL SOLUTIONS INC
$728K
TSAACI WORLDWIDE INC
$707K
BNBROOKFIELD CORP
$658K
ATKRATKORE INC
$626K
JNJJOHNSON & JOHNSON
$601K
CATCATERPILLAR INC
$594K
SPYSPDR S&P 500 ETF TR
$572K
CTVACORTEVA INC
$538K
ADIANALOG DEVICES INC
$521K
VEUVANGUARD INTL EQUITY INDEX F
$494K
VTESVANGUARD WELLINGTON FD
$490K
CMICUMMINS INC
$486K
JPMJPMORGAN CHASE & CO.
$482K
GRBKGREEN BRICK PARTNERS INC
$479K
CVCOCAVCO INDS INC DEL
$467K
BIPBROOKFIELD INFRAST PARTNERS
$460K
BBSIBARRETT BUSINESS SVCS INC
$436K
SDYSPDR SER TR
$428K
AVGOBROADCOM INC
$418K
VBRVANGUARD INDEX FDS
$408K
VXUSVANGUARD STAR FDS
$398K
PRDOPERDOCEO ED CORP
$389K
ACNACCENTURE PLC IRELAND
$352K
OSBCOLD SECOND BANCORP INC ILL
$334K
NDQINVESCO QQQ TR
$328K
HCCWARRIOR MET COAL INC
$325K
BSVVANGUARD BD INDEX FDS
$309K
VVXV2X INC
$306K
CVXCHEVRON CORP NEW
$287K
UNHUNITEDHEALTH GROUP INC
$281K
UHALU HAUL HOLDING COMPANY
$281K
XOMEXXON MOBIL CORP
$280K
FNDCSCHWAB STRATEGIC TR
$274K
ITGARTNER INC
$273K
ORCLORACLE CORP
$273K
SA2DSANDRIDGE ENERGY INC
$265K
VTEIVANGUARD MUN BD FDS
$257K
PKBKPARKE BANCORP INC
$256K
VVISA INC
$250K
ABBVABBVIE INC
$247K
GDGENERAL DYNAMICS CORP
$237K
AMGNAMGEN INC
$235K
KMIKINDER MORGAN INC DEL
$212K
UPSUNITED PARCEL SERVICE INC
$206K
BOOMDMC GLOBAL INC
$187K
KRMDKORU MEDICAL SYSTEMS INC
$183K
EGYVAALCO ENERGY INC
$183K
PANLPANGAEA LOGISTICS SOLUTION L
$177K
FONRFONAR CORP
$155K
AOUTAMERICAN OUTDOOR BRANDS INC
$141K
BTEBAYTEX ENERGY CORP
$135K
FLLFULL HSE RESORTS INC
$125K
CRWSCROWN CRAFTS INC
$101K
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