Alan B Lancz & Associates, Inc. BX — The Blackstone Group

Ownership history in Alan B Lancz & Associates, Inc.  ·  17 quarters on record

AI Ownership Summary

Alan B Lancz & Associates, Inc. reported The Blackstone Group (BX) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.82% in 2024 Q4. The latest visible filing shows BX at 0.45% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BX 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 The Blackstone Group, 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 Q1

BX was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

BX stock page Alan B Lancz & Associates, Inc. fund profile Alan B Lancz & Associates, Inc. full holdings
How Alan B Lancz & Associates, Inc. held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,000 -700 -14.9% 0.45% $460K 2026-05-05 $122.72
2025 Q4 UNCHANGED — — — 4,700 — 0% 0.64% $724K 2026-02-06 $127.02
2025 Q3 UNCHANGED — — — 4,700 — 0% 0.73% $803K 2025-11-13 $136.66
2025 Q2 UNCHANGED — — — 4,700 — 0% 0.70% $703K 2025-07-30 $169.19
2025 Q1 UNCHANGED — — — 4,700 — 0% 0.70% $657K 2025-04-30 $127.09
2024 Q4 UNCHANGED — — — 4,700 — 0% 0.82% $810K 2025-01-21 $172.46
2024 Q3 UNCHANGED — — — 4,700 — 0% 0.66% $720K 2024-11-04 $158.70
2024 Q2 REDUCED 7.8% +24.4% ❌ 4,700 -400 -7.8% 0.58% $582K 2024-07-24 $129.34
2023 Q4 REDUCED — — — 5,100 -250 -4.7% 0.70% $668K 2024-02-06 $115.34
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BX

As of 2026 Q1 — sorted by position size

John & Kathleen Schreiber Foundation 3Y 80.13% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 23.08% KIDS CAPITAL MANAGEMENT, L.P. 3Y 12.51% Highlander Partners, L.P. 3Y 10.74% Cryder Capital Partners LLP 3Y 7Y 10.45% Enstar Group LTD 3Y 8.7% ACCOUNT MANAGEMENT LLC 3Y 7Y 8.48% Coalescence Partners Investment Management, LP 8.12% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 7.98% Heard Capital LLC 3Y 7.33%

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

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 BX?

Alan B Lancz & Associates, Inc. reported BX across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for BX was 0.82% in 2024 Q4.

What is the latest reported BX position on this page?

The most recent filing on this page is 2026 Q1, when Alan B Lancz & Associates, Inc. reported 4,000 shares, equal to 0.45% of portfolio, with an estimated market value of $460K.

What does the chart on this BX ownership page compare?

The chart compares Alan B Lancz & Associates, Inc.'s quarterly BX 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.

How well did Alan B Lancz & Associates, Inc. time their BX position?

Based on 13F filing dates vs. subsequent BX price moves, Alan B Lancz & Associates, Inc. correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on BX relative to SPY over the holding period was -10.4%.

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