13F filer · graded

LOUNTZIS ASSET MANAGEMENT, LLC

#25 of 164

rank in today's book

85th

percentile

65.9%

niche skew

3

names held

Recent disclosed buys

Early or late at disclosure, and where each name sits today.

MU2026-07-31Consensus at buyConsensus now+6.6%
NVDA2026-07-31Consensus at buyConsensus now+5.1%
TSM2026-07-31Consensus at buyConsensus now+3.5%

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As of 2026-10-23. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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