Lakewood Asset Management LLC

Position in MLR — Miller Industries Inc /Tn/

CIK 1966581 NAPERVILLE, IL

Position in MLR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$234,573

+$28,779 QoQ

Shares Held

4,586

+1.5% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#93

of 147 holders

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Lakewood Asset Management LLC holds $5,685,006 across 5 Auto Parts names. MLR ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AZO	Autozone Inc	1,048	$3,349,345
2	LEA	Lear Corp	10,111	$1,355,480
3	XPEL	XPEL, Inc.	9,173	$454,980
4	PLOW	Douglas Dynamics, Inc	5,387	$290,628
5	MLR	Miller Industries Inc /Tn/ This page	4,586	$234,573

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,573	4,586	+1.5%	Shares	Sole	2026-08-06
2026-03-31	$205,794	4,518	+7.7%	Shares	Sole	2026-04-23
2024-12-31	$274,185	4,195	+2.2%	Shares	Sole	2025-01-14
2024-09-30	$250,405	4,105	—	Shares	Sole	2024-10-07
No filing history on record for this holder in this stock.