Stock Taper 
LAKEWOOD ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 175 | $210.2K |
 NVR, Inc. | NVR | 433 | $2.95M |
 Markel Corporation | MKL | 537 | $1.05M |
 Linde plc | LIN | 562 | $291.64K |
 Alphabet Inc. | GOOG | 600 | $212.04K |
 Visa Inc. | V | 718 | $246.39K |
 General Dynamics Corporation | GD | 872 | $308.82K |
 Amgen Inc. | AMGN | 905 | $327.86K |
 Cavco Industries, Inc. | CVCO | 1.04K | $640.8K |
 AutoZone, Inc. | AZO | 1.05K | $3.35M |
 AbbVie Inc. | ABBV | 1.09K | $274.06K |
 Caterpillar Inc. | CAT | 1.12K | $1.19M |
 Meta Platforms, Inc. | META | 1.36K | $763.82K |
 Cummins Inc. | CMI | 1.79K | $1.27M |
 JPMorgan Chase & Co. | JPM | 2.03K | $663.07K |
 Willis Lease Finance Corporation | WLFC | 2.13K | $486.66K |
 Analog Devices, Inc. | ADI | 2.28K | $907.11K |
 Chevron Corporation | CVX | 2.43K | $403.48K |
 Exxon Mobil Corporation | XOM | 2.46K | $336.5K |
 Broadcom Inc. | AVGO | 2.73K | $1.03M |