CLMB β€” CLIMB GLOBAL SOLUTIONS INC

Ownership history in Lakewood Asset Management LLC  Β·  13 quarters on record

AI Ownership Summary

Lakewood Asset Management LLC reported CLIMB GLOBAL SOLUTIONS INC (CLMB) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.87% in 2024 Q4. The latest visible filing shows CLMB at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CLMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lakewood Asset Management LLC's position in CLIMB GLOBAL SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CLMB was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lakewood Asset Management LLC held CLMB β€” position size vs. price
% of Fund (quarterly)    CLMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,178 +303 +7.8% 0.25% $429K 2026-02-14 (Est.) $30.26
2025 Q3 REDUCED 3,875 -2,687 -40.9% 0.32% $523K 2025-10-24 $32.93
2025 Q2 REDUCED 6,562 -10 -0.2% 0.47% $702K 2025-07-17 $25.75
2025 Q1 REDUCED 6,572 -3,366 -33.9% 0.49% $728K 2025-04-24 $26.77
2024 Q4 ADDED 9,938 +76 +0.8% 0.87% $1.3M 2025-01-14 $31.47
2024 Q3 ADDED 9,862 +608 +6.6% 0.67% $982K 2024-10-07 $25.75
2024 Q2 ADDED 9,254 +116 +1.3% 0.41% $581K 2024-07-18 $16.57
2024 Q1 REDUCED 9,138 -50 -0.5% 0.44% $648K 2024-04-22 $16.22
2023 Q4 ADDED 9,188 +50 +0.5% 0.39% $504K 2024-01-10 $12.83
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CLMB

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.01%

FAQ About Lakewood Asset Management LLC and CLMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lakewood Asset Management LLC reported owning CLMB?

Lakewood Asset Management LLC reported CLMB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CLMB position in Lakewood Asset Management LLC's portfolio?

The largest reported portfolio weight for CLMB was 0.87% in 2024 Q4.

What is the latest reported CLMB position on this page?

The most recent filing on this page is 2025 Q4, when Lakewood Asset Management LLC reported 4,178 shares, equal to 0.25% of portfolio, with an estimated market value of $429K.

What does the chart on this CLMB ownership page compare?

The chart compares Lakewood Asset Management LLC's quarterly CLMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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