LOUNTZIS ASSET MANAGEMENT, LLC: 13F holdings
CIK 18211682026Q2
| Positions | 55 |
|---|
| Reported value | $316.1m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 55 (+3 vs prior quarter) |
|---|
| Reported value | $316.1m (+15.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT Applied Materials | 101,308 | $73.2m | 23.2% |
| BRK-B Berkshire Hathaway Class B | 132,597 | $66.4m | 21.0% |
| WFC Wells Fargo & Co. | 241,030 | $19.9m | 6.3% |
| GOOGL Alphabet Inc. Class A | 48,053 | $17.2m | 5.4% |
| CDNS Cadence Design Systems | 43,843 | $16.5m | 5.2% |
| PGR Progressive Co. | 68,543 | $15.0m | 4.7% |
| USB US Bancorp | 244,585 | $14.9m | 4.7% |
| ORCL Oracle Corp | 92,336 | $13.5m | 4.3% |
| KKR KKR & Co Inc | 103,962 | $9.5m | 3.0% |
| KNSL Kinsale Cap Group Inc | 28,564 | $9.4m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1821168")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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