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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
LEALear Corp
Recent Activity
Increased 1.29%
0.65%
$942,949
9,957 shares@ $94.71 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -2.29%
0.62%
$896,571
2,549 shares@ $351.74 avg price
IWDIshares Tr
Recent Activity
Increased 3.33%
0.61%
$884,774
4,779 shares@ $185.14 avg price
BIPBrookfield Infrast Partners
Recent Activity
0.61%
$877,039
27,589 shares@ $31.79 avg price
CTVACorteva Inc
Recent Activity
Increased 0.07%
0.61%
$874,523
15,353 shares@ $56.97 avg price
CMICummins Inc
Recent Activity
Decreased -0.53%
0.59%
$849,764
2,438 shares@ $348.55 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.07%
0.59%
$846,513
5,853 shares@ $144.63 avg price
MKLMarkel Group Inc
Recent Activity
Increased 0.42%
0.59%
$842,400
488 shares@ $1726.23 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 1.33%
0.58%
$831,883
14,116 shares@ $58.94 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -3.04%
0.58%
$827,624
3,570 shares@ $231.83 avg price