Paul Lountzis recent buys & sells (2020 Q2)
Lountzis Asset Management
Lountzis Asset Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $105.54M~
- # of changes:
- 70
- New positions:
- 70
- Reported for:
- 30 Jun 2020 (Q2)
- Latest filing date:
- 14 Aug 2020
Lountzis Asset Management has disclosed a total of 70 changes to the portfolio in the (2020 Q2) SEC report(s): bought 70 totally new position(s).
What stocks did Paul Lountzis buy in 2020 Q2?
70 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Berkshire Hathaway Inc
|
new
|
$267,000.00
|
+192.34%($780,540.00)
|
0.25%
|
2020 Q2
|
~0.25 years
|
||||
|
|
Berkshire Hathaway Inc
|
new
|
$178.51
|
+191.44%($520.25)
|
26.84%
|
2020 Q2
|
~0.25 years
|
||||
|
|
Brown & Brown Inc
|
new
|
$40.76
|
+64.35%($66.99)
|
6.79%
|
2020 Q2
|
~0.25 years
|
||||
|
|
Carlisle Companies Incorporated
|
new
|
$120.00
|
+169.87%($323.84)
|
0.02%
|
2020 Q2
|
~0.25 years
|
||||
|
|
Carpenter Technology Corp
|
new
|
$26.09
|
+1,511.23%($420.32)
|
0.00%
|
2020 Q2
|
~0.25 years
|
||||
|
|
Colgate-Palmolive Company
|
new
|
$73.00
|
+19.66%($87.35)
|
0.07%
|
2020 Q2
|
~0.25 years
|
||||
|
|
ConocoPhillips
|
new
|
$43.64
|
+208.40%($134.58)
|
0.01%
|
2020 Q2
|
~0.25 years
|
||||
|
|
COPA HOLDINGS SA, CL-A
|
new
|
$51.72
|
+148.64%($128.60)
|
0.01%
|
2020 Q2
|
~0.25 years
|
||||
|
|
Costco Wholesale Corp
|
new
|
$300.00
|
+200.08%($900.23)
|
0.01%
|
2020 Q2
|
~0.25 years
|
||||
|
|
Devon Energy Corp
|
new
|
$11.76
|
+316.12%($48.96)
|
0.00%
|
2020 Q2
|
~0.25 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".