One name, Berkshire Hathaway Inc (BRK-B), is 21.91% of what Paul Lountzis' Lountzis Asset Management reports for 2026 Q3, according to the 13F-HR filed with the SEC on October 30, 2026. The stake is 133K shares worth about $66.1M, the largest of 58 stock positions. Paul Lountzis added 0% to the share count in 2026 Q3.
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 |
| Next largest holding | AMAT at 15.45% |
| Top three holdings | 43.69% of the book |
| Change this quarter | +0% shares |
How concentrated is Paul Lountzis in BRK-B?
BRK-B at 21.91% is 13 times the average stock position in the Paul Lountzis portfolio, which is 2%. The next largest holding is AMAT at 15.45%. The three largest stocks together are 43.69% of the reported book. A quarter earlier BRK-B was 20.99% of the book.
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 share of the Paul Lountzis portfolio is BRK-B?
BRK-B is 21.91% of the Paul Lountzis portfolio as of 2026 Q3, the largest of 58 stock positions.
What is the BRK-B stake of Paul Lountzis worth?
Paul Lountzis holds 133K shares of BRK-B, worth about $66.1M at September 30, 2026 prices, 21.91% of the reported portfolio.
What are the largest holdings of Paul Lountzis?
The largest stock positions of Paul Lountzis as of 2026 Q3 are BRK-B (21.91%), AMAT (15.45%) and WFC (6.33%), together 43.69% of the book.
Did Paul Lountzis' Lountzis Asset Management change its BRK-B position in 2026 Q3?
Paul Lountzis added 0% to the share count in 2026 Q3.