Lakewood Asset Management LLC

Position in EGY — Vaalco Energy Inc /De/

CIK 1966581 NAPERVILLE, IL

Position in EGY

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$344,293

+$158,006 QoQ

Shares Held

54,305

+6.1% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Lakewood Asset Management LLC holds $9,844,917 across 7 Oil & Gas E&P names. EGY ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	36,561	$4,826,052
2	FANG	Diamondback Energy, Inc.	12,401	$2,452,793
3	APA	APA Corp	29,635	$1,257,709
4	SD	Sandridge Energy Inc	25,492	$415,774
5	EGY	Vaalco Energy Inc /De/ This page	54,305	$344,293
6	BTE	Baytex Energy Corp.	71,326	$318,827
7	AMPY	Amplify Energy Corp.	36,774	$229,469

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$344,293	54,305	+6.1%	Shares	Sole	2026-04-23
2025-12-31	$186,287	51,178	+7.1%	Shares	Sole	2026-01-26
2025-09-30	$192,111	47,789	-1.7%	Shares	Sole	2025-10-24
2025-06-30	$175,417	48,592	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$182,596	48,563	+0.0%	Shares	Sole	2025-04-24
2024-12-31	$212,146	48,546	+2.4%	Shares	Sole	2025-01-14
2024-09-30	$272,213	47,424	+7.5%	Shares	Sole	2024-10-07
2024-06-30	$276,569	44,110	+2.5%	Shares	Sole	2024-07-18
2024-03-31	$300,023	43,045	+0.0%	Shares	Sole	2024-04-22
2023-12-31	$193,227	43,035	+1.1%	Shares	Sole	2024-01-10
2023-09-30	$186,847	42,562	-10.5%	Shares	Sole	2023-10-11
2023-06-30	$178,833	47,562	+27.7%	Shares	Sole	2023-07-13
2023-03-31	$168,760	37,254	+1.0%	Shares	Sole	2023-04-13
2022-12-31	$168,264	36,900	—	Shares	Sole	2023-03-01
No filing history on record for this holder in this stock.