LAKEWOOD ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HPE | 139K | $3.33M |
 | PTLO | 135K | $615.16K |
 | RF | 101K | $2.73M |
 | BAC | 85K | $4.70M |
 | KRMD | 74K | $429.62K |
 | EBAY | 63K | $5.46M |
 | SLB | 60K | $2.29M |
 | EGY | 51K | $186.29K |
 | COP | 46K | $4.29M |
 | UHAL-B | 46K | $2.13M |
 | DBX | 45K | $1.25M |
 | PANL | 40K | $272.05K |
 | BMY | 39K | $2.11M |
 | APA | 39K | $943.13K |
 | AMPY | 35K | $158.42K |
 | FLL | 33K | $86.79K |
 | KMX | 30K | $1.17M |
 | WSM | 28K | $5.06M |
 | CRWS | 28K | $77.58K |
 | EPD | 26K | $822.01K |
Hewlett Packard Enterprise Company
HPE
Shares Held
139K
Value
$3.33M
Portillo's Inc.
PTLO
Shares Held
135K
Value
$615.16K
Regions Financial Corporation
RF
Shares Held
101K
Value
$2.73M
Bank of America Corporation
BAC
Shares Held
85K
Value
$4.70M
KORU Medical Systems, Inc.
KRMD
Shares Held
74K
Value
$429.62K
eBay Inc.
EBAY
Shares Held
63K
Value
$5.46M
SLB N.V.
SLB
Shares Held
60K
Value
$2.29M
VAALCO Energy, Inc.
EGY
Shares Held
51K
Value
$186.29K
ConocoPhillips
COP
Shares Held
46K
Value
$4.29M
U-Haul Holding Company
UHAL-B
Shares Held
46K
Value
$2.13M
Dropbox, Inc.
DBX
Shares Held
45K
Value
$1.25M
Pangaea Logistics Solutions, Ltd.
PANL
Shares Held
40K
Value
$272.05K
Bristol-Myers Squibb Company
BMY
Shares Held
39K
Value
$2.11M
APA Corporation
APA
Shares Held
39K
Value
$943.13K
Amplify Energy Corp.
AMPY
Shares Held
35K
Value
$158.42K
Full House Resorts, Inc.
FLL
Shares Held
33K
Value
$86.79K
CarMax, Inc.
KMX
Shares Held
30K
Value
$1.17M
Williams-Sonoma, Inc.
WSM
Shares Held
28K
Value
$5.06M
Crown Crafts, Inc.
CRWS
Shares Held
28K
Value
$77.58K
Enterprise Products Partners L.P.
EPD
Shares Held
26K
Value
$822.01K