Paul Lountzis - Lountzis Asset Management 13F Activity & Position Changes (Q1 2024)
As of Mar 31, 2024, the Lountzis Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 02, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2024, the filing reported:
New Buys - Linde
Increases - Applied Materials, Inc., Berkshire Hathaway Inc. New, Greif Inc., Johnson & Johnson, KKR & Co. Inc., and 2 more
Reductions - Brown & Brown, Inc., Lowe's Companies, Inc., Martin Marietta Materials, Inc., Progressive Corporation (The), Wells Fargo & Company, and 1 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2024
|
AMAT
Applied Materials, Inc.
|
Buy |
+200
|
|
Q1 2024
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+264
|
|
Q1 2024
|
BRO
Brown & Brown, Inc.
|
Sell |
-38
|
|
Q1 2024
|
GEF
Greif Inc.
|
Buy |
+450
|
|
Q1 2024
|
JNJ
Johnson & Johnson
|
Buy |
+25
|
|
Q1 2024
|
KKR
KKR & Co. Inc.
|
Buy |
+161
|
|
Q1 2024
|
LIN
Linde
|
Buy - Position Entry |
+475
|
|
Q1 2024
|
LOW
Lowe's Companies, Inc.
|
Sell |
-70
|
|
Q1 2024
|
MLM
Martin Marietta Materials, Inc.
|
Sell |
-490
|
|
Q1 2024
|
PEP
Pepsico, Inc.
|
Buy |
+175
|
|
Q1 2024
|
PGR
Progressive Corporation (The)
|
Sell |
-764
|
|
Q1 2024
|
WFC
Wells Fargo & Company
|
Sell |
-170
|
|
Q1 2024
|
XOM
Exxon Mobil Corporation
|
Buy |
+450
|
|
Q1 2024
|
ZTS
Zoetis Inc.
|
Sell |
-118
|