Lummis Asset Management, LP - Q42025 Holdings

Lummis Asset Management, LP holds 188 stocks with a total portfolio value of $ 162.6M as of Q42025. In Q42025, Lummis Asset Management, LP added 40 new positions, increased stakes in 21 stocks, reduced 35 holdings, and fully exited 9 positions. The largest holding is Microsoft Corp (MSFT), representing 9.76% of the total portfolio.