LOUNTZIS ASSET MANAGEMENT, LLC - Portfolio Stock Holdings
LOUNTZIS ASSET MANAGEMENT, LLC disclosed 58 stock positions in a recent SEC 13F filing. $297,567,626 of stock holdings were filed, with the largest holdings including BRK.B, AMAT, and WFC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $624,143,653 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
58Est. Stock Holding Value:
$297,567,626Top Stock Holdings By Sector
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Portfolio Stock Holdings - LOUNTZIS ASSET MANAGEMENT, LLC
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% of Portfolio
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