Paul Lountzis - Lountzis Asset Management Investment Strategy (Sep 30, 2025)


As of Sep 30, 2025, the Lountzis Asset Management portfolio managed by Paul Lountzis demonstrates a sophisticated investment approach with 26 positions and an average holding period of 1363 quarters. The strategy focuses on Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Financial Services, Healthcare, Technology sectors with a typical position size of 5.0% of the portfolio.


The portfolio's risk management approach includes a maximum position size of 4.96% and sector diversification of 7%, exemplified by the case study of Berkshire Hathaway B (BRK-B). This strategic framework provides insights into Paul Lountzis's investment philosophy, risk management practices, and long-term value creation approach.

Investment Strategy Metrics

Key metrics revealing investment style, risk management, and performance characteristics

MetricValueCategoryDescription
Holding Period3.7 yearsStyleAverage duration positions are maintained
Position Count26StyleNumber of active positions in portfolio
Position Size5.0%RiskTypical allocation per position
Win Rate63.1%PerformancePercentage of profitable positions
Average Return5.7%PerformanceMean return across positions
Sharpe Ratio0.33PerformanceReturn per unit of risk taken

Investment Case Study: Berkshire Hathaway B (BRK-B)

6/30/2020 - 11/9/2025

Performance Metrics

Total Return: 19.25%

Holding Period: 1958 days

Max Position Size: $33,783.00

Position Weight: 27.96%

Key Events

6/30/2020: ENTRY(158,699.00 shares) @ $0.18
9/30/2020: DECREASE(-50.00 shares) @ $0.21

Investment Thesis

Entry Context: Initial position established based on fundamental analysis

Sector Conditions: Favorable market conditions in the sector

Risk Factors:
  • Market volatility
  • Sector-specific risks

Key Learnings

  • Position sizing is critical for portfolio management
  • Important to monitor sector exposure

Sector Allocations