Paul Lountzis - Lountzis Asset Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 30, 2025 | |
| Total Stocks | 52 | |
| Portfolio Value | $264.69M |
Lountzis Asset Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 3.3 years | Style | Average duration positions are maintained |
| Position Count | 26 | Style | Number of active positions in portfolio |
| Position Size | 5.2% | Risk | Typical allocation per position |
| Win Rate | 60.5% | Performance | Percentage of profitable positions |
| Average Return | 3.9% | Performance | Mean return across positions |
| Sharpe Ratio | 0.26 | Performance | Return per unit of risk taken |
Investment Case Study: Berkshire Hathaway B (BRK-B)
6/30/2020 - 7/5/2025
Performance Metrics
Total Return: 19.25%
Holding Period: 1831 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