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Disclosery

Lakewood Asset Management LLC: MCK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lakewood Asset Management LLC on MCK, newest first. How the timeline and the estimate are built.

Lakewood Asset Management LLC held 4,075 MCK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,075 shares
    Change vs previous 13F +11 shares

    1.69% of the 13F portfolio, value $3,078,694.

    13F-HR 0001754960-26-000685 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,064 shares
    Change vs previous 13F -2,562 shares

    2.25% of the 13F portfolio, value $3,517,131.

    13F-HR 0001754960-26-000307 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,626 shares
    Change vs previous 13F +71 shares

    3.19% of the 13F portfolio, value $5,435,407.

    13F-HR 0001754960-26-000120 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,555 shares
    Change vs previous 13F +50 shares

    3.06% of the 13F portfolio, value $5,064,028.

    13F-HR 0001754960-25-000708 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,505 shares
    Change vs previous 13F -3,531 shares

    3.18% of the 13F portfolio, value $4,766,651.

    13F-HR 0001754960-25-000411 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,036 shares
    Change vs previous 13F +2,670 shares

    4.56% of the 13F portfolio, value $6,753,925.

    13F-HR 0001754960-25-000248 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,366 shares
    Change vs previous 13F +38 shares

    2.89% of the 13F portfolio, value $4,198,230.

    13F-HR 0001754960-25-000025 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,328 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $3,623,220.

    13F-HR 0001754960-24-000473 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).