Lakewood Asset Management LLC
Q4 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
105
- Value ($000)
$170,220
- Date Filed01/26/2026
- Form type13F-HR
- CIK0001966581
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $11.68M | 7 % | 23,245 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $9.63M | 6 % | 353,870 | ||
VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 | $8.31M | 5 % | 110,129 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $7.01M | 4 % | 49,667 | ||
VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $5.52M | 3 % | 70,644 | ||
EBAY INC. | COM | 278642103 | $5.46M | 3 % | 62,715 | ||
MCKESSON CORP | COM | 58155Q103 | $5.44M | 3 % | 6,626 | ||
WILLIAMS SONOMA INC | COM | 969904101 | $5.06M | 3 % | 28,315 | ||
AUTOZONE INC | COM | 053332102 | $4.84M | 3 % | 1,426 | ||
BANK AMERICA CORP | COM | 060505104 | $4.7M | 3 % | 85,439 |
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