LAKEWOOD ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HPE | 138K | $3.40M |
 | PTLO | 137K | $884.07K |
 | RF | 100K | $2.63M |
 | BAC | 85K | $4.39M |
 | KRMD | 72K | $275.55K |
 | EBAY | 62K | $5.64M |
 | SLB | 59K | $2.03M |
 | EGY | 48K | $192.11K |
 | COP | 45K | $4.28M |
 | UHAL-B | 45K | $2.29M |
 | DBX | 44K | $1.34M |
 | APA | 38K | $929.40K |
 | BMY | 38K | $1.72M |
 | PANL | 37K | $187.13K |
 | AMPY | 32K | $169.47K |
 | FLL | 31K | $99.72K |
 | KMX | 30K | $1.34M |
 | WSM | 28K | $5.52M |
 | CRWS | 27K | $77.67K |
 | EPD | 26K | $801.75K |
Hewlett Packard Enterprise Company
HPE
Shares Held
138K
Value
$3.40M
Portillo's Inc.
PTLO
Shares Held
137K
Value
$884.07K
Regions Financial Corporation
RF
Shares Held
100K
Value
$2.63M
Bank of America Corporation
BAC
Shares Held
85K
Value
$4.39M
KORU Medical Systems, Inc.
KRMD
Shares Held
72K
Value
$275.55K
eBay Inc.
EBAY
Shares Held
62K
Value
$5.64M
SLB N.V.
SLB
Shares Held
59K
Value
$2.03M
VAALCO Energy, Inc.
EGY
Shares Held
48K
Value
$192.11K
ConocoPhillips
COP
Shares Held
45K
Value
$4.28M
U-Haul Holding Company
UHAL-B
Shares Held
45K
Value
$2.29M
Dropbox, Inc.
DBX
Shares Held
44K
Value
$1.34M
APA Corporation
APA
Shares Held
38K
Value
$929.40K
Bristol-Myers Squibb Company
BMY
Shares Held
38K
Value
$1.72M
Pangaea Logistics Solutions, Ltd.
PANL
Shares Held
37K
Value
$187.13K
Amplify Energy Corp.
AMPY
Shares Held
32K
Value
$169.47K
Full House Resorts, Inc.
FLL
Shares Held
31K
Value
$99.72K
CarMax, Inc.
KMX
Shares Held
30K
Value
$1.34M
Williams-Sonoma, Inc.
WSM
Shares Held
28K
Value
$5.52M
Crown Crafts, Inc.
CRWS
Shares Held
27K
Value
$77.67K
Enterprise Products Partners L.P.
EPD
Shares Held
26K
Value
$801.75K