13F filer · graded

LOUNTZIS ASSET MANAGEMENT, LLC

#21 of 134

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.

NVDA2026-07-31Consensus at buyConsensus now+10.7%
TSM2026-07-31Consensus at buyConsensus now+7.5%
MU2026-07-31Consensus at buyConsensus now+23.4%

Similar filers

As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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