Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAKEWOOD ASSET MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 115 | 147,095,868 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 101 | $279,491 | 1,597 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 102 | $277,027 | 560 | 0.00 | 0.00 | 1 | 0.18 | 03-31-2024 |
| ABBOTT LABS | COM | 103 | $265,059 | 2,332 | 0.00 | 0.00 | 110 | 4.95 | 03-31-2024 |
| V2X INC | COM | 104 | $261,202 | 5,592 | 0.00 | 0.00 | 2 | 0.04 | 03-31-2024 |
