Alan B Lancz & Associates, Inc. B BARRICK MNG CORP

Ownership history in Alan B Lancz & Associates, Inc.  ·  5 quarters on record

AI Ownership Summary

Alan B Lancz & Associates, Inc. reported BARRICK MNG CORP (B) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.82% in 2025 Q4. The latest visible filing shows B at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alan B Lancz & Associates, Inc.'s position in BARRICK MNG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

B was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alan B Lancz & Associates, Inc. held B — position size vs. price
% of Fund (quarterly)    B price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 19,860 0% 0.63% $729K 2026-08-11 $39.98
2026 Q1 REDUCED 7.0% -9.1% 19,860 -1,500 -7.0% 0.79% $810K 2026-05-05 $38.41
2025 Q4 UNCHANGED 21,360 0% 0.82% $930K 2026-02-06 $44.42
2025 Q3 UNCHANGED 21,360 0% 0.63% $700K 2025-11-13 $35.67
2025 Q2 INITIATED 21,360 0.45% $445K 2025-07-30 $20.55

FAQ About Alan B Lancz & Associates, Inc. and B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alan B Lancz & Associates, Inc. reported owning B?

Alan B Lancz & Associates, Inc. reported B across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported B position in Alan B Lancz & Associates, Inc.'s portfolio?

The largest reported portfolio weight for B was 0.82% in 2025 Q4.

What is the latest reported B position on this page?

The most recent filing on this page is 2026 Q2, when Alan B Lancz & Associates, Inc. reported 19,860 shares, equal to 0.63% of portfolio, with an estimated market value of $729K.

What does the chart on this B ownership page compare?

The chart compares Alan B Lancz & Associates, Inc.'s quarterly B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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