Lummis Asset Management, LP - Q12026 Holdings

Lummis Asset Management, LP holds 191 stocks with a total portfolio value of $ 167.29M as of Q12026. In Q12026, Lummis Asset Management, LP added 12 new positions, increased stakes in 8 stocks, reduced 34 holdings, and fully exited 9 positions. The largest holding is Matador Resources Co (MTDR), representing 12.58% of the total portfolio.