- Portfolio
- Activity
Paul Lountzis Holdings Activity
Lountzis Asset Management Portfolio 13F
Lountzis Asset Management has disclosed a total of 35 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 20, bought 3 totally new and decreased the number of shares of 12 position(s).
What stocks is Paul Lountzis buying now?
In the recent quarter Paul Lountzis has bought 23 securities out of which top 5 purchases (by % change to portfolio) are (PCOR) PROCORE TECHNOLOGIES INC (new buy), (GOOGL) ALPHABET INC-CL A (added shares +6.95%), (BDX) BECTON DICKINSON AND CO (new buy), (FWONA) LIBERTY MEDIA CORP-LIB-NEW-A (new buy) and (ICE) INTERCONTINENTAL EXCHANGE IN (added shares +26.33%).
What does Paul Lountzis invest in?
Paul Lountzis's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (26.64%), (AMAT) APPLIED MATERIALS INC (9.03%), (PGR) PROGRESSIVE CORP (8.46%), (WFC) WELLS FARGO & CO (5.94%) and (KKR) KKR & CO INC (5.8%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -0.17%), (AMAT) APPLIED MATERIALS INC (added shares +0.53%), (PGR) PROGRESSIVE CORP (reduced shares -0.64%), (WFC) WELLS FARGO & CO (added shares +0.32%) and (KKR) KKR & CO INC (reduced shares -0.07%).
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.