Stock Taper 
LAKEWOOD ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mohawk Industries, Inc. | MHK | 11.04K | $1.34M |
 Apple Inc. | AAPL | 11.46K | $3.31M |
 Ennis, Inc. | EBF | 11.7K | $248.64K |
 Booking Holdings Inc. | BKNG | 12.13K | $2.16M |
 NICE Ltd. | NICE | 12.29K | $1.12M |
 M&T Bank Corporation | MTB | 12.29K | $2.93M |
 Diamondback Energy, Inc. | FANG | 12.32K | $2.17M |
 Barrett Business Services, Inc. | BBSI | 13.45K | $477.89K |
 Carrier Global Corporation | CARR | 14.16K | $1.04M |
 Brookfield Infrastructure Partners L.P. | BIP | 16.93K | $617.92K |
 Yelp Inc. | YELP | 17.07K | $418.68K |
 Perdoceo Education Corporation | PRDO | 17.41K | $556.96K |
 RTX Corporation | RTX | 17.76K | $3.37M |
 Climb Global Solutions, Inc. | CLMB | 17.86K | $414.42K |
 Berkshire Hathaway Inc. | BRK-B | 20K | $10.01M |
 Brookfield Corporation | BN | 20.45K | $870.9K |
 Williams-Sonoma, Inc. | WSM | 20.85K | $4.86M |
 Old Second Bancorp, Inc. | OSBC | 22.95K | $535.3K |
 CarMax, Inc. | KMX | 23.09K | $1.22M |
 DMC Global Inc. | BOOM | 24.26K | $140.93K |