- Portfolio
- Activity
Paul Lountzis Holdings Activity
Lountzis Asset Management Portfolio 13F
Lountzis Asset Management has disclosed a total of 29 changes to the portfolio in the latest (2024 Q4) SEC report(s): decreased the number of shares of 27 and completely sold out 2 position(s).
What stocks is Paul Lountzis buying now?
In the recent quarter Paul Lountzis has not purchased any securities.
What does Paul Lountzis invest in?
Paul Lountzis's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (26.42%), (PGR) PROGRESSIVE CORP (8%), (WFC) WELLS FARGO & CO (7.49%), (AMAT) APPLIED MATERIALS INC (7.34%) and (KKR) KKR & CO INC (6.66%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -1.14%), (PGR) PROGRESSIVE CORP (reduced shares -1.67%), (WFC) WELLS FARGO & CO (reduced shares -0.49%), (AMAT) APPLIED MATERIALS INC (reduced shares -0.74%) and (KKR) KKR & CO INC (reduced shares -0.5%).
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.