Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOUNTZIS ASSET MANAGEMENT LLC | 01-19-2024 | 12-31-2023 | 45 | 183,217,684 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Class B | COM | 1 | $49,739,804 | 139,460 | 0.03 | 27.60 | -1,637 | -1.16 | 12-31-2023 |
| Applied Materials | COM | 2 | $17,312,642 | 106,822 | 0.01 | 8.34 | -1,007 | -0.93 | 12-31-2023 |
| Progressive Co | COM | 3 | $13,025,759 | 81,779 | 0.01 | 6.43 | -905 | -1.09 | 12-31-2023 |
| Wells Fargo & Co | COM | 4 | $12,439,912 | 252,741 | 0.01 | 5.81 | -1,742 | -0.68 | 12-31-2023 |
