Lummis Asset Management, LP

Business address
301 Commerce Street, Suite 1380, Fort Worth, TX, 76102
Top securities (13F)
MTDR, AAPL, ORCL, MSFT, BRKB, GOOG, GD, BSM, GS, ABT, TFPM, GOLF, ROST, AIG, AYI, TMO, EQIX, AMT, WFC, and PEP
State of incorporation
TX
Fiscal year end
31 December
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Lummis Asset Management, LP has filed 9 SEC EDGAR filings since 14 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-23895
N-PX Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-23895
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-23895
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-23895
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-23895
13F-HR Open Document Open Filing 06 Nov 2024 30 Sep 2024 028-23895
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-23895
13F-HR Open Document Open Filing 17 May 2024 31 Mar 2024 028-23895
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-23895