LAKEWOOD ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HPE | 107K | $2.55M |
 | PTLO | 105K | $553.64K |
 | RF | 77K | $2.01M |
 | KRMD | 74K | $319.44K |
 | BAC | 59K | $2.87M |
 | EGY | 54K | $344.29K |
 | EBAY | 48K | $4.40M |
 | SLB | 46K | $2.35M |
 | PANL | 42K | $295.16K |
 | AMPY | 37K | $229.47K |
 | COP | 37K | $4.83M |
 | UHAL-B | 36K | $1.59M |
 | FLL | 35K | $77.85K |
 | DBX | 34K | $782.52K |
 | BMY | 30K | $1.81M |
 | APA | 30K | $1.26M |
 | CRWS | 29K | $73.61K |
 | EPD | 26K | $970.21K |
 | SD | 25K | $415.77K |
 | BOOM | 24K | $124.58K |
Hewlett Packard Enterprise Company
HPE
Shares Held
107K
Value
$2.55M
Portillo's Inc.
PTLO
Shares Held
105K
Value
$553.64K
Regions Financial Corporation
RF
Shares Held
77K
Value
$2.01M
KORU Medical Systems, Inc.
KRMD
Shares Held
74K
Value
$319.44K
Bank of America Corporation
BAC
Shares Held
59K
Value
$2.87M
VAALCO Energy, Inc.
EGY
Shares Held
54K
Value
$344.29K
eBay Inc.
EBAY
Shares Held
48K
Value
$4.40M
Slb N.V.
SLB
Shares Held
46K
Value
$2.35M
Pangaea Logistics Solutions, Ltd.
PANL
Shares Held
42K
Value
$295.16K
Amplify Energy Corp.
AMPY
Shares Held
37K
Value
$229.47K
ConocoPhillips
COP
Shares Held
37K
Value
$4.83M
U-Haul Holding Company
UHAL-B
Shares Held
36K
Value
$1.59M
Full House Resorts, Inc.
FLL
Shares Held
35K
Value
$77.85K
Dropbox, Inc.
DBX
Shares Held
34K
Value
$782.52K
Bristol-Myers Squibb Company
BMY
Shares Held
30K
Value
$1.81M
APA Corporation
APA
Shares Held
30K
Value
$1.26M
Crown Crafts, Inc.
CRWS
Shares Held
29K
Value
$73.61K
Enterprise Products Partners L.P.
EPD
Shares Held
26K
Value
$970.21K
SandRidge Energy, Inc.
SD
Shares Held
25K
Value
$415.77K
DMC Global Inc.
BOOM
Shares Held
24K
Value
$124.58K