Number of Shares
135,371.00
Current Holdings Value*
$71.87 Mil
% of Portfolio
27.15%
Total Estimate Gain
$42.84 Mil
% of Total Estimate Gain
144.16%

LOUNTZIS ASSET MANAGEMENT, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, LOUNTZIS ASSET MANAGEMENT, LLC held 135,371.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $71.87 Mil. This investment constitutes 27.15% of their stock portfolio, and LOUNTZIS ASSET MANAGEMENT, LLC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q2. And since then LOUNTZIS ASSET MANAGEMENT, LLC has made 3 purchases of BRK.B, at an average price of $184.56, for a total of 161,015.00 shares. In addition, there have been 15 sales at an average price of $328.27 for 25,644.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, LOUNTZIS ASSET MANAGEMENT, LLC's estimated gain on his BRK.B holdings is $42.84 Mil, reflecting a 144.16% gain to date.

LOUNTZIS ASSET MANAGEMENT, LLC BRK.B ($473.80) Holding Chart

LOUNTZIS ASSET MANAGEMENT, LLC BRK.B ($473.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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