Paul Lountzis' Lountzis Asset Management holds 133K shares of Berkshire Hathaway Inc (BRK-B) worth about $66.4M as of June 30, 2026, according to the 13F-HR filed with the SEC on July 31, 2026. The position is 20.99% of the reported portfolio, the 2nd largest of 55 stock positions. Paul Lountzis trimmed the share count by 1% in 2026 Q2.
What did the 2026 Q2 filing report for BRK-B?
As of June 30, 2026, from the 13F-HR filed July 31, 2026.
| Value | |
|---|---|
| Portfolio weight | 20.99% |
| Shares | 133K |
| Reported value | $66.4M |
| Rank in portfolio | 2nd of 55 |
| Largest holding | AMAT at 23.17% |
| Top three holdings | 50.47% of the book |
| Change this quarter | -1% shares |
How concentrated is Paul Lountzis in BRK-B?
BRK-B at 20.99% is 12 times the average stock position in the Paul Lountzis portfolio, which is 2%. The largest holding is AMAT at 23.17%. The three largest stocks together are 50.47% of the reported book. A quarter earlier BRK-B was 23.61% of the book.
Where does BRK-B sit in the Paul Lountzis portfolio?
BRK-B ranks 2nd of 55 stock positions in the Paul Lountzis portfolio at 20.99%, above the fund's average stock position of 2%. The BRK-B cut was the 3rd largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Paul Lountzis reported 55 stock positions, with 5 opened and 2 closed. The total portfolio value is about $316.1M, up 16% from the prior quarter.
How long has Paul Lountzis held BRK-B?
Paul Lountzis first reported BRK-B in the quarter ended June 30, 2020. The weight peaked at 29.82% in 2022 Q1. The share count was unchanged the quarter before. Every reported trade is on the Paul Lountzis BRK-B trade history page.
Did other funds buy or sell BRK-B in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 31, 2026, 18 hold BRK-B. One other tracked fund sold out of it. The largest buyers of BRK-B this quarter were Duan Yongping, Donald Yacktman and Li Lu. The largest sellers were Bill Gates, Thomas Russo and Francois Rochon. Every tracked holder of BRK-B is on the BRK-B ownership page.
FAQ
What share of the Paul Lountzis portfolio is BRK-B?
BRK-B is 20.99% of the Paul Lountzis portfolio as of 2026 Q2, the 2nd largest of 55 stock positions.
What is the BRK-B stake of Paul Lountzis worth?
Paul Lountzis holds 133K shares of BRK-B, worth about $66.4M at June 30, 2026 prices, 20.99% of the reported portfolio.
What are the largest holdings of Paul Lountzis?
The largest stock positions of Paul Lountzis as of 2026 Q2 are AMAT (23.17%), BRK-B (20.99%) and WFC (6.3%), together 50.47% of the book.
Did Paul Lountzis' Lountzis Asset Management change its BRK-B position in 2026 Q2?
Paul Lountzis trimmed the share count by 1% in 2026 Q2.