Lakewood Asset Management LLC has filed its latest 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company’s asset management strategies and its positioning within the market.
Lakewood Asset Management LLC, based in Naperville, Illinois, is classified under the SEC as an 'other' entity. The firm is known for its strategic investments across various sectors, including technology, healthcare, and consumer goods. The company has been active in filing its quarterly reports, with its most recent submissions including a 13F-HR on October 26, 2026, and several others throughout 2026.
What the Filing Says
The recent filing, accession number 0001754960-26-000938, indicates that Lakewood Asset Management holds a total of 113 positions valued at approximately $193,975,073. This diverse portfolio includes significant investments in major companies such as Apple Inc., Microsoft Corp., and Johnson & Johnson, among others. The filing states, "The report type is 13F HOLDINGS REPORT," which is a standard disclosure for investment managers to report their holdings.
Impact
This filing may impact various stakeholders, including investors, analysts, and competitors within the asset management industry. By revealing its investment positions, Lakewood Asset Management provides valuable information that can influence market perceptions and investment strategies of other firms and individual investors.
What's Next
Details regarding future actions or strategies were not specified in the filing. The next steps for Lakewood Asset Management may involve further adjustments to its portfolio based on market conditions and investment opportunities.