Paul Lountzis Portfolio Analysis: Key Quarterly Changes Revealed
An overview of significant share movements in Paul Lountzis' portfolio as of March 31, 2026, highlighting major increases and decreases in key holdings.
As of March 31, 2026, Paul Lountzis' portfolio at Lountzis Asset Management showed notable quarterly changes in its top holdings. The portfolio, valued at approximately $272.6 million, saw shifts in allocations across various sectors, particularly in Financial Services and Technology stocks.
Among the significant decreases observed during the quarter were positions in Berkshire Hathaway Class B (BRK-B), Applied Materials (AMAT), Wells Fargo & Co. (WFC), Progressive Co. (PGR), Alphabet Inc. Class A (GOOGL), US Bancorp (USB), and Cadence Design Systems (CDNS). For instance, BRK-B shares decreased by 790, representing a slight reduction of 0.58%, while AMAT saw a decline of 1,146 shares, down 0.95%. Wells Fargo experienced a more pronounced decrease with 3,046 fewer shares, reflecting a 1.23% reduction. Other stocks like PGR, GOOGL, USB, and CDNS also showed reductions in their share counts during the period.
Conversely, the portfolio saw significant increases in certain positions. Notably, Oracle Corp (ORCL) increased its share count by 2,642, representing a 2.93% allocation rise. Kinsale Cap Group Inc (KNSL) experienced an extraordinary increase of 28,942 shares, effectively doubling its position and adding 100.0% to its allocation. KKR & Co Inc (KKR) maintained its position but saw a minor reduction of 582 shares, down 0.55%.
For a comprehensive view of Paul Lountzis' investment strategy and performance, visit his profile on Insiderset: Paul Lountzis at Insiderset. Detailed analysis of individual holdings, including Berkshire Hathaway (BRK-B), Applied Materials (AMAT), and others, can be found on Insiderset's stock pages: BRK-B, AMAT, WFC, PGR, GOOGL, ORCL, USB, CDNS, KNSL, KKR.