Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOUNTZIS ASSET MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 46 | 211,135,207 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Class B | COM | 1 | $58,756,736 | 139,724 | 0.03 | 0.03 | 264 | 0.19 | 03-31-2024 |
| Applied Materials | COM | 2 | $22,071,147 | 107,022 | 0.01 | 0.01 | 200 | 0.19 | 03-31-2024 |
| Progressive Co | COM | 3 | $16,755,522 | 81,015 | 0.01 | 0.01 | -764 | -0.93 | 03-31-2024 |
| Wells Fargo & Co | COM | 4 | $14,639,015 | 252,571 | 0.01 | 0.01 | -170 | -0.07 | 03-31-2024 |
