LOUNTZIS ASSET MANAGEMENT, LLC — 13F holdings

LOUNTZIS ASSET MANAGEMENT, LLC reported 55 holdings worth $316M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. AMAT APPLIED MATLS INC — $73.2M (23.2%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $66.4M (21.0%)
3. WFC WELLS FARGO CO NEW — $19.9M (6.3%)
4. GOOGL ALPHABET INC — $17.2M (5.4%)
5. CDNS CADENCE DESIGN SYSTEM INC — $16.5M (5.2%)
6. PGR PROGRESSIVE CORP — $15.0M (4.7%)
7. USB US BANCORP DEL — $14.9M (4.7%)
8. ORCL ORACLE CORP — $13.5M (4.3%)
9. KKR KKR & CO INC — $9.54M (3.0%)
10. KNSL KINSALE CAP GROUP INC — $9.42M (3.0%)