§ 13F · FUND PROFILE
Lakewood Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $149.7T (13F)Positions · 101Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11.7T | 6.9% | −1% |
| 2 | FNDX | SCHWAB STRATEGIC TR | 354K | $9.6T | 5.7% | +4% |
| 3 | VBIL | VANGUARD INSTL INDEX FD | 110K | $8.3T | 4.9% | +250% |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | 50K | $7.0T | 4.1% | +2% |
| 5 | VPLS | VANGUARD MALVERN FDS | 71K | $5.5T | 3.2% | +115% |
| 6 | EBAY | EBAY INC. | 63K | $5.5T | 3.2% | +1% |
| 7 | MCK | MCKESSON CORP | 7K | $5.4T | 3.2% | +1% |
| 8 | WSM | WILLIAMS SONOMA INC | 28K | $5.1T | 3.0% | ±0% |
| 9 | AZO | AUTOZONE INC | 1K | $4.8T | 2.8% | +1% |
| 10 | BAC | BANK AMERICA CORP | 85K | $4.7T | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAKEWOOD SIGNAL
AC read
Lakewood Asset Management LLC is a Other fund managing $149698.0 trillion in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed