SEC Form 13F

Lummis Asset Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$167,196,234
Positions221

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Matador Resources CoMTDRCOM$16,156,261328,769
Apple Computer IncAAPLCOM$15,926,04351,505
Microsoft CorpMSFTCOM$13,071,09831,432
Alphabet IncGOOGCOM CLASS C$10,793,58531,233
Berkshire HathawayUnresolvedCOM CLASS B$7,973,20715,823
General Dynamics CorpGDCOM$5,124,45314,095
Blackstone Minerals CompanyBSMCOM$5,086,183343,843
Goldman Sachs Group, Inc.GSCOM$4,907,4584,831
Ross Stores IncROSTCOM$4,541,80120,062
Acushnet Holdings CoGOLFCOM$4,382,69438,792

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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