Lakewood Asset Management LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $10.4B, Berkshire Hathaway Inc Class B with a value of $9.86B, Schwab Fundamental U S Large C with a value of $8.83B, Vanguard Total World Stk Index with a value of $4.81B, and Apple Inc. with a value of $4.43B.
Examining the 13F form we can see an increase of $2.94B in the current position value, from $143B to 146B.
Lakewood Asset Management LLC is based out at Naperville, IL
Below you can find more details about Lakewood Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$146 Billion
ETFs: $41 Billion
Consumer Cyclical: $29.2 Billion
Financial Services: $20.7 Billion
Technology: $14.3 Billion
Energy: $11.2 Billion
Industrials: $10.4 Billion
Healthcare: $9 Billion
Basic Materials: $2.93 Billion
Other: $3.22 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
