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Lummis Asset Management, LP

Q1 2024 Holdings

Filed 2024-05-17 | 156 holdings | $74.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Alphabet Inc Class C(GOOG)COM CLASS C02079K107$2.9M18,8833.9%
Oracle Corp(ORCL)COM68389X105$3.0M23,8074.0%
Berkshire Hathaway Cl BCOM CLASS B084670207$3.7M8,7995.0%
Microsoft Corp(MSFT)COM594918104$5.5M13,1617.4%
Apple Computer Inc(AAPL)COM037833100$6.6M38,7378.9%
Matador Resources Co(MTDR)COM576485205$10.2M153,31913.7%
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