• 13F History

LOUNTZIS ASSET MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$236M
Signature - Title
Timothy Whitmoyer - Operations Analyst
Location
Wyomissing, PA
Summary
This page shows a list of all the recent 13F filings made by LOUNTZIS ASSET MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LOUNTZIS ASSET MANAGEMENT, LLC reported 47 stock holdings with total value $236M as of Q4 2024. Top holdings included BRKB, PGR, WFC, AMAT, and KKR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 47 $236M $0 -$4.27M -$4.27M BRKB, PGR, WFC, AMAT, KKR 13F-HR 2/3/2025, 11:11 AM
Q3 2024 49 $241M +$8.4M -$1.1M +$7.31M BRKB, AMAT, PGR, WFC, KKR 13F-HR 11/4/2024, 04:08 PM
Q2 2024 46 $214M +$4.13M -$2.85M +$1.29M BRKB, AMAT, PGR, WFC, BRO 13F-HR 8/1/2024, 02:11 PM
Q1 2024 46 $211M +$507K -$510K -$2.39K BRKB, AMAT, PGR, WFC, USB 13F-HR 5/2/2024, 12:03 PM
Q4 2023 45 $183M +$540K -$13.7M -$13.2M BRKB, AMAT, PGR, WFC, USB 13F-HR 1/19/2024, 01:56 PM
Q3 2023 45 $179M +$955K -$219K +$737K BRKB, AMAT, SPLK, PGR, WFC 13F-HR 11/13/2023, 10:00 AM
Q2 2023 52 $180M +$4.04M -$12.7M -$8.65M BRKB, AMAT, WFC, PGR, USB 13F-HR 8/15/2023, 03:21 PM
Q1 2023 48 $169M +$8.5M -$230K +$8.27M BRKB, AMAT, PGR, WFC, ZTS 13F-HR 4/28/2023, 04:17 PM
Q4 2022 27 $139M +$221K -$5.44M -$5.22M BRKB, WFC, PGR, USB, BRO 13F-HR 2/7/2023, 03:28 PM
Q3 2022 30 $147M +$9.31M -$1.16M +$8.15M BRKB, WFC, PGR, AMAT, BRO 13F-HR 10/25/2022, 10:44 AM
Q2 2022 32 $149M +$1.87M -$319K +$1.55M BRKB, PGR, WFC, AMAT, USB 13F-HR 8/15/2022, 01:19 PM
Q1 2022 32 $180M +$5.15M -$207K +$4.94M BRKB, AMAT, WFC, USB, BRO 13F-HR 4/26/2022, 03:16 PM
Q4 2021 32 $175M +$5.68K -$668K -$662K BRKB, AMAT, ZTS, WFC, USB 13F-HR 1/26/2022, 12:25 PM
Q3 2021 103 $161M +$177K -$3.42M -$3.25M BRKB, AMAT, WFC, USB, ZTS 13F-HR 10/29/2021, 09:58 AM
Q2 2021 78 $164M +$2.01M -$928K +$1.08M BRKB, AMAT, WFC, USB, ZTS 13F-HR 8/16/2021, 09:57 AM
Q1 2021 77 $150M +$433K -$2.26M -$1.83M BRKB, AMAT, USB, WFC, PGR 13F-HR 4/20/2021, 03:19 PM
Q4 2020 80 $136M +$10.3M -$2.23M +$8.07M BRKB, PGR, AMAT, USB, ZTS 13F-HR 2/9/2021, 09:40 AM
Q3 2020 68 $116M +$283K -$125K +$158K BRKB, ZTS, PGR, BRO, USB 13F-HR 11/5/2020, 01:55 PM
Q2 2020 70 $106M BRKB, PGR, ZTS, USB, BRO 13F-HR 8/14/2020, 12:23 PM