test

Aryn Sands

@Lakewood Asset Management Llc

Latest period2024 - Q4ReportedManaged Assets$145.172MTotal holdings120
Assets growth rate-0.82%Assets growth rate (2-Q avg)0.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lakewood Asset Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 120 positions.

Assets under management

The assets under management (AUM) of Lakewood Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 145.172M in assets, with a quarterly growth rate of -0.82% and a 2-quarter average growth rate of 0.62%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.21%
6.71%
$9.731M
21,468 shares@ $453.28 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -8.89%
6.51%
$9.443M
103,282 shares@ $91.44 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 197.96%
5.98%
$8.678M
366,481 shares@ $23.69 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 4.49%
3.4%
$4.93M
41,964 shares@ $117.49 avg price
AAPLApple Inc
Recent Activity
Decreased -1.15%
3.25%
$4.706M
18,793 shares@ $250.43 avg price
WSMWilliams Sonoma Inc
Recent Activity
Decreased -0.64%
2.99%
$4.327M
23,367 shares@ $185.19 avg price
MCKMckesson Corp
Recent Activity
Increased 0.52%
2.9%
$4.198M
7,366 shares@ $569.95 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.26%
2.53%
$3.668M
12,657 shares@ $289.82 avg price
BACBank America Corp
Recent Activity
Increased 0.37%
2.31%
$3.353M
76,287 shares@ $43.95 avg price
AZOAutozone Inc
Recent Activity
Increased 0.49%
2.3%
$3.33M
1,040 shares@ $3202.0 avg price