Stock Taper 
LAKEWOOD ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Portillo's Inc. | PTLO | 108.27K | $513.21K |
 Hewlett Packard Enterprise Company | HPE | 106.44K | $4.8M |
 Regions Financial Corporation | RF | 76.61K | $2.31M |
 Bank of America Corporation | BAC | 59.44K | $3.39M |
 VAALCO Energy, Inc. | EGY | 55.42K | $281.55K |
 eBay Inc. | EBAY | 47.64K | $5.32M |
 Slb N.V. | SLB | 45.48K | $2.11M |
 Pangaea Logistics Solutions, Ltd. | PANL | 42.28K | $274.81K |
 Amplify Energy Corp. | AMPY | 39.38K | $156.71K |
 ConocoPhillips | COP | 36.5K | $3.79M |
 U-Haul Holding Company | UHAL-B | 35.45K | $2.05M |
 Dropbox, Inc. | DBX | 34.35K | $943.68K |
 Bristol-Myers Squibb Company | BMY | 30.28K | $1.74M |
 APA Corporation | APA | 29.81K | $970.98K |
 Enterprise Products Partners L.P. | EPD | 29.35K | $1.08M |
 SandRidge Energy, Inc. | SD | 28K | $383.57K |
 DMC Global Inc. | BOOM | 24.26K | $140.93K |
 CarMax, Inc. | KMX | 23.09K | $1.22M |
 Old Second Bancorp, Inc. | OSBC | 22.95K | $535.3K |
 Williams-Sonoma, Inc. | WSM | 20.85K | $4.86M |