Berkshire Hathaway Inc (BRK-B) is now the largest holding in Paul Lountzis' Lountzis Asset Management portfolio, at 21.91% as of September 30, 2026, according to the 13F-HR filed with the SEC on October 30, 2026. BRK-B ranked 2nd a quarter earlier, at 20.99% of the book. The filing lists 133K shares worth about $66.1M.
What did the 2026 Q3 filing report for BRK-B?
As of September 30, 2026, from the 13F-HR filed October 30, 2026.
| Value | |
|---|---|
| Portfolio weight | 21.91% |
| Shares | 133K |
| Reported value | $66.1M |
| Rank in portfolio | 1st of 58 |
| Rank a quarter earlier | 2nd |
| Largest holding a quarter earlier | AMAT at 23.17% |
| Next largest holding now | AMAT at 15.45% |
How did BRK-B become the largest holding?
Paul Lountzis added 0% to the BRK-B share count in 2026 Q3. AMAT, the largest holding a quarter earlier at 23.17%, was trimmed to 15.45%, now 2nd. The next largest holding now is AMAT at 15.45%.
Where does BRK-B sit in the Paul Lountzis portfolio?
BRK-B is the largest of 58 stock positions in the Paul Lountzis portfolio at 21.91%, above the fund's average stock position of 2%. The BRK-B addition was the 36th largest of the quarter's 52 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Paul Lountzis reported 58 stock positions, with 9 opened and 6 closed. The total portfolio value is about $302M, down 5% 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. Last quarter the fund cut the position by 1%. Every reported trade is on the Paul Lountzis BRK-B trade history page.
FAQ
What is the largest holding in the Paul Lountzis portfolio?
BRK-B is the largest holding in the Paul Lountzis portfolio as of 2026 Q3, at 21.91% of the reported value.
What was the largest holding of Paul Lountzis a quarter earlier?
AMAT, at 23.17% of the book. AMAT, the largest holding a quarter earlier at 23.17%, was trimmed to 15.45%, now 2nd.
How did BRK-B become the largest holding of Paul Lountzis?
BRK-B ranked 2nd a quarter earlier, at 20.99% of the book. Paul Lountzis added 0% to the BRK-B share count in 2026 Q3. AMAT, the largest holding a quarter earlier at 23.17%, was trimmed to 15.45%, now 2nd.
How many BRK-B shares does Paul Lountzis hold?
Paul Lountzis holds 133K shares of BRK-B, worth about $66.1M at September 30, 2026 prices.