- Portfolio
- Activity
Paul Lountzis Holdings Activity
Lountzis Asset Management Portfolio 13F
Lountzis Asset Management has disclosed a total of 38 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 1, bought 6 totally new, decreased the number of shares of 22 and completely sold out 9 position(s).
What stocks is Paul Lountzis buying now?
In the recent quarter Paul Lountzis has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (USB) US BANCORP (added shares +31.81%), (NET) CLOUDFLARE INC - CLASS A (new buy), (BVS) BIOVENTUS INC - A (new buy), (FWONK) LIBERTY MEDIA CORP-LIB-NEW-C (new buy) and (FTRE) FORTREA HOLDINGS INC (new buy).
What does Paul Lountzis invest in?
Paul Lountzis's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (27.92%), (AMAT) APPLIED MATERIALS INC (8.44%), (WFC) WELLS FARGO & CO (6.19%), (PGR) PROGRESSIVE CORP (5.75%) and (USB) US BANCORP (5.43%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -3.75%), (AMAT) APPLIED MATERIALS INC (reduced shares -2.59%), (WFC) WELLS FARGO & CO (reduced shares -2.4%), (PGR) PROGRESSIVE CORP (reduced shares -5.84%) and (USB) US BANCORP (added shares +31.81%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.