Lummis Asset Management, LP: AMRZ position timeline

Lummis Asset Management, LP held 58,677 AMRZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 58,677 shares

   Change vs previous 13F +9,500 shares

   1.82% of the 13F portfolio, value $3,044,082.

   13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 49,177 shares

   Change vs previous 13F -2,313 shares

   1.63% of the 13F portfolio, value $2,720,991.

   13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 51,490 shares

   Change vs previous 13F +16,213 shares

   1.71% of the 13F portfolio, value $2,784,578.

   13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 35,277 shares

   Change vs previous 13F +25,237 shares

   1.12% of the 13F portfolio, value $1,711,993.

   13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 10,040 shares

   Change vs previous 13F not available

   0.31% of the 13F portfolio, value $478,606.

   13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).