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Lummis Asset Management, LP - Portfolio Stock Holdings

Lummis Asset Management, LP disclosed 187 stock positions in a recent SEC 13F filing. $188,747,686 of stock holdings were filed, with the largest holdings including GOLF, MTDR, and AAPL. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.

Report Period:

March 31, 2026

No. of Stocks:

187

Est. Stock Holding Value:

$188,747,686

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Lummis Asset Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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