Lakewood Asset Management’s Miller Industries MLR Stock Holding History

Lakewood Asset Management’s Portfolio MLR Stock Details MLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Buy	4,586 +68	+2%	+$3.27K	0.13%	100
2026 Q1	$206K	Buy	+4,518	New	+$193K	0.13%	103
2025 Q1	–	Sell	-4,195	Closed	-$274K	–	113
2024 Q4	$274K	Buy	4,195 +90	+2%	+$6.13K	0.19%	95
2024 Q3	$250K	Buy	+4,105	New	+$247K	0.17%	105

Other funds holding MLR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Lakewood Asset Management's MLR Position: Q2 2026 in Review

Lakewood Asset Management increased its Miller Industries (MLR) stake by 1.5% in Q2 2026, buying an estimated $3.27K and bringing the position to 4,586 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #100.

Lakewood Asset Management first reported a position in MLR in Q3 2024 and has held it in 4 quarters since. The position peaked at $274K in Q4 2024. 147 funds tracked by Wall St. Rank hold MLR as of Q2 2026.

Lakewood Asset Management held 4,586 shares of Miller Industries worth $235K as of Q2 2026.
Lakewood Asset Management bought 68 Miller Industries shares in Q2 2026, an estimated $3.27K.
Miller Industries made up 0.13% of Lakewood Asset Management's portfolio in Q2 2026, its #100 holding.
Lakewood Asset Management first reported a position in Miller Industries in Q3 2024 and has held it in 4 quarters since.
Lakewood Asset Management's Miller Industries position peaked at $274K in Q4 2024.
147 funds tracked by Wall St. Rank held Miller Industries as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.