LOUNTZIS ASSET MANAGEMENT, LLC: summary

LOUNTZIS ASSET MANAGEMENT, LLC reported 58 positions with a reported value of $301.81M in its 13F for Q3 2026. Compared with Q2 2026: 9 new positions, 6 exited.

Top positions

• BERKSHIRE HATHAWAY INC DEL CL B NEW
• APPLIED MATLS INC COM
• WELLS FARGO & CO COM
• ALPHABET INC
• CADENCE DESIGN SYSTEM INC COM
• US BANCORP COM NEW
• PROGRESSIVE CORP COM
• ORACLE CORP COM
• KKR & CO INC COM
• KINSALE CAP GROUP INC COM