Paul Lountzis - Lountzis Asset Management Investment Strategy & Portfolio Analysis

According to the SEC 13F filed on Oct 30, 2026, Paul Lountzis's Lountzis Asset Management portfolio reflects a concentrated approach across 56 reported 13F positions as of quarter-end Sep 30, 2026. Portfolio returns are primarily driven by a small set of mega-cap compounders, with the top five holdings accounting for approximately 54% of total exposure and Berkshire Hathaway Inc. New alone contributing ~22%. While the portfolio includes 56 positions, economic outcomes are highly concentrated in a narrow set of large-cap financial names. Exposure to high-growth and technology-oriented segments remains limited relative to peers, with performance instead anchored in durable, cash-generating businesses across financials and communication services. The portfolio exhibits extremely low turnover, reinforcing a long-term capital allocation approach centered on high-conviction, long-duration holdings. Distinctive traits include Long-Term Holder, Structurally Diversified, Sector-Tilted.