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
FNDCSchwab Strategic Tr
Recent Activity
Decreased -8.69%
0.18%
$257,231
7,535 shares@ $34.14 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.87%
0.17%
$238,278
1,567 shares@ $152.06 avg price
UHALU Haul Holding Company
Recent Activity
Decreased -3.91%
0.16%
$223,793
3,239 shares@ $69.1 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -6.51%
0.15%
$213,695
5,612 shares@ $38.08 avg price
PNSTPinstripes Holdings Inc
Recent Activity
Decreased -53.75%
0.01%
$11,933
30,210 shares@ $0.4 avg price