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  Name: LOUNTZIS ASSET MANAGEMENT LLC
  City: WYOMISSING
  State: PA
  Zip: 19610
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $211,137,000
  Total Value Change : $27,917,000
  Securities Held Change : 1
   
All Securities Held : 46
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 7
  Unchanged Positions : 32
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 1 - $414.79 $58,757,000 139,724 27.83% 9,017,000 264 0.01    Property & Casualty I...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 2 - $214.21 $22,071,000 107,022 10.45% 4,758,000 200 0.012    Semiconductor Equipme...
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 7 - $103.17 $10,753,000 106,909 5.09% 1,909,000 161 0.019    Asset Management
   (PEP)1 Year Chart         PEP Pepsico Inc 11 - $171.23 $6,827,000 38,727 3.23% 231,000 175 0.003    Beverage Soft Drinks...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 21 - $114.45 $812,000 6,983 0.38% 159,000 450 0    Integrated Oil & Gas
   (GEF)1 Year Chart         GEF Greif Inc 34 - $64.59 $414,000 5,950 0.2% 50,000 450 0.022    Packaging & Containers
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 44 - $147.74 $225,000 1,421 0.11% 6,000 25 0    Drug Manufacturers - ...

      7 Records Found
  1    
Page 1 of 1
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