Stock Taper 
LAKEWOOD ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Johnson & Johnson | JNJ | 4.07K | $1.03M |
 McKesson Corporation | MCK | 4.08K | $3.08M |
 Microsoft Corporation | MSFT | 4.5K | $1.68M |
 Miller Industries, Inc. | MLR | 4.59K | $234.57K |
 Douglas Dynamics, Inc. | PLOW | 5.39K | $290.62K |
 Molina Healthcare, Inc. | MOH | 5.51K | $1.26M |
 ACI Worldwide, Inc. | ACIW | 6.57K | $330.36K |
 V2X, Inc. | VVX | 7.16K | $533.63K |
 Warrior Met Coal, Inc. | HCC | 7.49K | $608.11K |
 DICK'S Sporting Goods, Inc. | DKS | 8.02K | $1.82M |
 Lululemon Athletica Inc. | LULU | 8.27K | $944.27K |
 Kinder Morgan, Inc. | KMI | 8.65K | $276.71K |
 Lennar Corporation | LEN | 8.92K | $807.35K |
 XPEL, Inc. | XPEL | 9.17K | $454.98K |
 Atkore Inc. | ATKR | 9.5K | $722.49K |
 CF Industries Holdings, Inc. | CF | 9.56K | $1.03M |
 Corteva, Inc. | CTVA | 9.58K | $811.46K |
 Green Brick Partners, Inc. | GRBK | 9.79K | $783.35K |
 Lear Corporation | LEA | 10.11K | $1.36M |
 American International Group, Inc. | AIG | 10.49K | $781.56K |