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Lummis Asset Management, LP: TFPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lummis Asset Management, LP on TFPM, newest first. How the timeline and the estimate are built.

Lummis Asset Management, LP held 131,121 TFPM 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 131,121 shares
    Change vs previous 13F +6,455 shares

    2.34% of the 13F portfolio, value $3,917,140.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 124,666 shares
    Change vs previous 13F -6,755 shares

    2.53% of the 13F portfolio, value $4,232,726.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 131,421 shares
    Change vs previous 13F +33,115 shares

    2.68% of the 13F portfolio, value $4,365,805.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 98,306 shares
    Change vs previous 13F -66,910 shares

    2.6% of the 13F portfolio, value $3,961,533.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 165,216 shares
    Change vs previous 13F +33,100 shares

    2.68% of the 13F portfolio, value $4,100,804.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 132,116 shares
    Change vs previous 13F +41,345 shares

    1.8% of the 13F portfolio, value $2,585,331.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 90,771 shares
    Change vs previous 13F -7,358 shares

    1.73% of the 13F portfolio, value $1,365,196.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 98,129 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $1,587,727.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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