Lakewood Asset Management LLC - Q42025 Holdings

Lakewood Asset Management LLC holds 105 stocks with a total portfolio value of $ 170.22M as of Q42025. In Q42025, Lakewood Asset Management LLC added 7 new positions, increased stakes in 71 stocks, reduced 17 holdings, and fully exited 6 positions. The largest holding is Berkshire Hathaway Inc Del (BRK-B), representing 6.86% of the total portfolio.