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Lummis Asset Management, LPCoreConcentrated long-term

CIK: 0002011652 | FORT WORTH, TX

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR221$167.2M2026-08-03SEC ↗
Q1 2026
13F-HR194$167.3M2026-05-11SEC ↗
Q4 2025
13F-HR190$162.6M2026-02-10SEC ↗
Q3 2025
13F-HR161$152.3M2025-11-10SEC ↗
Q2 2025
13F-HR162$152.9M2025-08-11SEC ↗
Q1 2025
13F-HR164$144.0M2025-05-15SEC ↗
Q4 2024
13F-HR148$78.9M2025-01-15SEC ↗
Q3 2024
13F-HR147$85.6M2024-11-06SEC ↗
Q2 2024
13F-HR153$75.7M2024-08-14SEC ↗
Q1 2024
13F-HR156$74.6M2024-05-17SEC ↗
Q4 2023
13F-HR177$130.7M2024-02-14SEC ↗