Lakewood Asset Management LLC
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 170,220
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 105 | 170,220 | 13F-HR | Lakewood Asset Management LLC |
| Q3 2025 | 10/24/2025 | 104 | 165,384 | 13F-HR | Lakewood Asset Management LLC |
| Q2 2025 | 7/17/2025 | 101 | 149,698 | 13F-HR | Lakewood Asset Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 150.3 K | 88.3% | 918 | 0 | 918 |
| ETFs | 19.96 K | 11.7% | 4.228 K | 0 | 4.228 K |
| Debt | 0 | 0.0% | 0 | 317 | -317 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
170,220
Holdings
105
QoQ value change ($000)
4,836
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.