13F filer · graded
LOUNTZIS ASSET MANAGEMENT, LLC
#25 of 164
rank in today's book
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% Similar filers
As of 2026-10-23. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.