- Portfolio
- Activity
Paul Lountzis Holdings Activity
Lountzis Asset Management Portfolio 13F
Lountzis Asset Management has disclosed a total of 21 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 3, bought 1 totally new, decreased the number of shares of 16 and completely sold out 1 position(s).
What stocks is Paul Lountzis buying now?
In the recent quarter Paul Lountzis has purchased 4 securities: (SPLK) SPLUNK INC (added shares +122.41%), (IBM) INTL BUSINESS MACHINES CORP (new buy), (MHK) MOHAWK INDUSTRIES INC (added shares +0.88%) and (UNH) UNITEDHEALTH GROUP INC (added shares +0.13%).
What does Paul Lountzis invest in?
Paul Lountzis's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (26.77%), (AMAT) APPLIED MATERIALS INC (7.78%), (WFC) WELLS FARGO & CO (7.47%), (PGR) PROGRESSIVE CORP (7.32%) and (USB) US BANCORP (5.66%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -4.11%), (AMAT) APPLIED MATERIALS INC (reduced shares -3.98%), (WFC) WELLS FARGO & CO (reduced shares -3.91%), (PGR) PROGRESSIVE CORP (reduced shares -3.51%) and (USB) US BANCORP (reduced shares -4.04%).
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.