0001821168-22-000001.txt : 20220126 0001821168-22-000001.hdr.sgml : 20220126 20220126132524 ACCESSION NUMBER: 0001821168-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220126 DATE AS OF CHANGE: 20220126 EFFECTIVENESS DATE: 20220126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LOUNTZIS ASSET MANAGEMENT, LLC CENTRAL INDEX KEY: 0001821168 IRS NUMBER: 233059752 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20330 FILM NUMBER: 22557074 BUSINESS ADDRESS: STREET 1: 60 COMMERCE DRIVE CITY: WYOMISSING STATE: PA ZIP: 19610 BUSINESS PHONE: 6103752585 MAIL ADDRESS: STREET 1: 60 COMMERCE DRIVE CITY: WYOMISSING STATE: PA ZIP: 19610 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001821168 XXXXXXXX 12-31-2021 12-31-2021 LOUNTZIS ASSET MANAGEMENT, LLC

60 COMMERCE DRIVE WYOMISSING PA 19610

13F HOLDINGS REPORT 028-20330 N Zachary P Lountzis 610-375-2585 Zachary P Lountzis Wyomissing PA 01-26-2022 0 32 174983 false INFORMATION TABLE 2 4Q21.xml Berkshire Hathaway Class B COM 084670702 45530225 152275 SH SOLE 150647 0 1635 Applied Materials COM 038222105 17388122 110499 SH SOLE 108683 0 1822 Zoetis Inc Class A COM 98978V103 12633677 51771 SH SOLE 49972 0 1800 Wells Fargo & Co COM 949746101 12041252 250964 SH SOLE 246964 0 4000 U S Bancorp COM 902973304 11429179 201822 SH SOLE 196924 0 4900 Brown & Brown Inc COM 115236101 10566879 150354 SH SOLE 149354 0 1000 Progressive Co COM 743315103 9577963 93307 SH SOLE 91109 0 2200 Pepsico Inc COM 713448108 7180867 41084 SH SOLE 40434 0 650 Alphabet Inc. Class A COM 02079K305 6622633 2286 SH SOLE 2247 0 44 UnitedHealth Group Inc COM 91324P102 6079911 12108 SH SOLE 12109 0 0 Oracle Corp COM 68389X105 5685307 65191 SH SOLE 63708 0 1485 Martin Marietta Matr COM 573284106 5613546 12743 SH SOLE 12247 0 500 Lowes Companies Inc COM 548661107 4636097 17936 SH SOLE 17936 0 0 Splunk Inc COM 848637104 4007267 34629 SH SOLE 34150 0 485 Bank Of NY Mellon Co COM 064058100 3911978 67355 SH SOLE 65057 0 2300 Lab Co Of Amer HLDG COM 50540R409 3234477 10294 SH SOLE 10294 0 0 Mohawk Industries COM 608190104 1688079 9266 SH SOLE 9266 0 0 Abbott Laboratories COM 002824100 1242030 8825 SH SOLE 8825 0 0 W S F S Finl Co COM 929328102 952280 19000 SH SOLE 19000 0 0 Yum Brands Inc COM 988498101 779837 5616 SH SOLE 5616 0 0 Aon PLC F Class A COM G0403H108 571064 1900 SH SOLE 1900 0 0 Exxon Mobil Corp COM 30231G102 471163 7700 SH SOLE 7700 0 0 Berkshire Hathaway Class A 1/100 COM 084990175 450662 100 SH SOLE 100 0 0 Abbvie Inc COM 00287Y109 446820 3300 SH SOLE 3300 0 0 Greif Inc Class A COM 397624107 389312 6400 SH SOLE 6400 0 0 Fairfax Finl HL F COM 303901102 363244 738 SH SOLE 738 0 0 Microsoft Corp COM 594918104 353472 1051 SH SOLE 1051 0 0 Alphabet Inc. Class C COM 02079K107 269103 93 SH SOLE 93 0 0 Yum China Holdings Inc COM 98850P109 230061 4616 SH SOLE 4616 0 0 Essential Utils Inc COM 29670G102 225014 4191 SH SOLE 4191 0 0 Johnson & Johnson COM 478160104 211613 1237 SH SOLE 1237 0 0 IBM Corp COM 459200101 200490 1500 SH SOLE 1500 0 0