Long-term investor
Lummis Asset Management, LP @lummisassetmanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011652).
Record
- Tracked since 2025-06-30 (434 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +2.6% · 6 months +7.2% · 1 year +13.6% · all +13.6%
- Max drawdown 0.0% · Sharpe 1.61 · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MTDR · 9.7% · long · since 2025-06-30
- AAPL · 9.5% · long · since 2025-06-30
- MSFT · 7.8% · long · since 2025-06-30
- GOOG · 6.5% · long · since 2025-06-30
- 084670207 · 4.8% · long · since 2025-06-30
- GD · 3.1% · long · since 2025-06-30
- BSM · 3.0% · long · since 2025-06-30
- GS · 2.9% · long · since 2025-06-30
- ROST · 2.7% · long · since 2025-06-30
- GOLF · 2.6% · long · since 2025-06-30
- ORCL · 2.4% · long · since 2025-06-30
- TFPM · 2.3% · long · since 2025-06-30