Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Paul Lountzis

Lountzis Asset Management

Lountzis Asset Management Portfolio 13F

Paul Lountzis Holdings Activity

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?

During 2020 Q2 Paul Lountzis has bought 70 securities out of which top 5 purchases (by % change to portfolio) were (BRK-B) Berkshire Hathaway Inc (new buy), (PGR) Progressive Corp (new buy), (ZTS) Zoetis Inc (new buy), (USB) U.S. Bancorp (new buy) and (BRO) Brown & Brown Inc (new buy).

What did Paul Lountzis invest in during 2020 Q2?

Paul Lountzis's top 5 holdings (by % of portfolio) were (BRK-B) Berkshire Hathaway Inc (26.84%), (PGR) Progressive Corp (8.06%), (ZTS) Zoetis Inc (7.92%), (USB) U.S. Bancorp (7.12%) and (BRO) Brown & Brown Inc (6.79%).
In the 2020 Q2 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (new buy), (PGR) Progressive Corp (new buy), (ZTS) Zoetis Inc (new buy), (USB) U.S. Bancorp (new buy) and (BRO) Brown & Brown Inc (new buy).
* 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.