Lountzis Asset Management, LLC Portfolio Holdings

Lountzis Asset Management, LLC

  • $235 Million
  • Q3 2024

Lountzis Asset Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $235 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $64.1M, Applied Materials Inc with a value of $21.7M, Progressive Corp with a value of $20.4M, Wells Fargo & Company with a value of $14.3M, and Kkr & Co. Inc. with a value of $13.9M.

Examining the 13F form we can see an increase of $25.5M in the current position value, from $209M to 235M.

Lountzis Asset Management, LLC is based out at Wyomissing, PA

Below you can find more details about Lountzis Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $235 Million
Financial Services: $142 Million
Technology: $44.1 Million
Healthcare: $19 Million
Communication Services: $10 Million
Consumer Cyclical: $7.74 Million
Consumer Defensive: $6.64 Million
Basic Materials: $4.83 Million
Energy: $821,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $235 Million
  • Prior Value $209 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Lountzis Asset Management, LLC Portfolio

Follow Lountzis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lountzis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lountzis Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email