Asset Management Advisors, LLC
- SEC CIK
- 0001596355
- Latest filing
- Jul 2, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 29, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 15
- −1 vs. Q4 2021
- Portfolio value
- $137.9M
- −$9.75M (−6.6%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 131,952 | $46.6M | 33.8% | −3,363−2.5% | Reduced | History |
| AAPLApple Inc. | Stock | 71,757 | $12.5M | 9.1% | −15,147−17.4% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 337,365 | $11.3M | 8.2% | −8,680−2.5% | Reduced | History |
| VZVerizon Communications Inc | Stock | 212,476 | $10.8M | 7.8% | −34,725−14.0% | Reduced | History |
| MUMicron Technology Inc | Stock | 126,055 | $9.82M | 7.1% | −3,485−2.7% | Reduced | History |
| LENLennar Corp | CL A | 85,724 | $6.96M | 5.0% | −2,715−3.1% | Reduced | History |
| WHRWhirlpool Corp | Stock | 37,759 | $6.52M | 4.7% | +9,894+35.5% | Added | History |
| LUMNLumen Technologies, Inc. | COM | 511,785 | $5.77M | 4.2% | −16,500−3.1% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 116,602 | $5.60M | 4.1% | −1,161−1.0% | Reduced | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 88,185 | $5.43M | 3.9% | +88,185 | New | – |
| BACBank of America Corp | Stock | 118,045 | $4.87M | 3.5% | −3,700−3.0% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 97,642 | $4.85M | 3.5% | −3,750−3.7% | Reduced | History |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 70,983 | $3.78M | 2.7% | −2,240−3.1% | Reduced | – |
| KMXCarMax Inc | COM | 29,888 | $2.88M | 2.1% | −845−2.7% | Reduced | History |
| SOSouthern Co | Stock | 3,000 | $218.0K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (2)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 109,595 | $5.42M | 3.7% | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 82,170 | $3.56M | 2.4% | – |