Paul Lountzis - Lountzis Asset Management Portfolio Performance Analysis (Q3 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2020 to September 2026 • Initial Portfolio Value: $0.10B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.20B
+190.55%
Winning Positions
+63.91%
85 wins / 133 positions
Average Gain (Winners)
$2.04M
+230.36% avg per position
Active Positions
56
17 losing positions
Portfolio Value Over Time
Total Positions Tracked
133
All holdings over time
Win/Loss Ratio
5.00
85 gains / 17 losses
Active vs. Exited
56 / 77
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Jun 2020 | ACTIVE | $28.33M | $66.13M | $37.80M | +133.44% |
| AMAT | Applied Materials, Inc. | Technology | Dec 2020 | ACTIVE | $9.68M | $46.62M | $36.94M | +381.67% |
| GOOGL | Alphabet Inc. | Communication Services | Jun 2020 | ACTIVE | $3.27M | $16.52M | $13.25M | +405.20% |
| WFC | Wells Fargo & Company | Financial Services | Jun 2020 | ACTIVE | $7.00M | $19.12M | $12.12M | +173.27% |
| ORCL | Oracle Corporation | Technology | Jun 2020 | ACTIVE | $3.63M | $13.47M | $9.84M | +270.98% |
| NET | Cloudflare, Inc. | Technology | Jun 2023 | ACTIVE | $891.00K | $8.40M | $7.51M | +843.19% |
| SPLKCHF | SPLUNK INC | N/A | Jun 2020 | EXITED | $4.82M | $11.62M | $6.80M | +141.02% |
| USB | U.S. Bancorp | Financial Services | Jun 2020 | ACTIVE | $7.51M | $14.23M | $6.71M | +89.36% |
| IDXX | IDEXX Laboratories, Inc. | Healthcare | Mar 2025 | EXITED | $14.19M | $20.90M | $6.71M | +47.27% |
| PGR | Progressive Corporation (The) | Financial Services | Jun 2020 | ACTIVE | $8.51M | $14.07M | $5.56M | +65.35% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.