Asset Management Advisors, LLC
- SEC CIK
- 0001596355
- Latest filing
- Jul 2, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 17, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 16
- +1 vs. Q3 2022
- Portfolio value
- $101.4M
- +$4.44M (+4.6%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 123,352 | $38.1M | 37.6% | −701−0.6% | Reduced | History |
| AAPLApple Inc. | Stock | 56,572 | $7.35M | 7.2% | −10,270−15.4% | Reduced | History |
| LENLennar Corp | CL A | 77,399 | $7.00M | 6.9% | −1,075−1.4% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 188,380 | $6.20M | 6.1% | −62,815−25.0% | Reduced | History |
| MUMicron Technology Inc | Stock | 116,215 | $5.81M | 5.7% | −900−0.8% | Reduced | History |
| WHRWhirlpool Corp | Stock | 34,839 | $4.93M | 4.9% | −300−0.9% | Reduced | History |
| VZVerizon Communications Inc | Stock | 120,871 | $4.76M | 4.7% | −56,180−31.7% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 30,046 | $4.31M | 4.3% | +560+1.9% | Added | History |
| HPQHP Inc | Stock | 158,390 | $4.26M | 4.2% | +865+0.5% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 88,842 | $4.04M | 4.0% | −1,385−1.5% | Reduced | History |
| ALLYAlly Financial Inc. | Stock | 164,735 | $4.03M | 4.0% | +54,900+50.0% | Added | History |
| BACBank of America Corp | Stock | 114,995 | $3.81M | 3.8% | −39,640−25.6% | Reduced | History |
| KMXCarMax Inc | COM | 52,978 | $3.23M | 3.2% | +24,675+87.2% | Added | History |
| CECelanese Corp | Stock | 30,970 | $3.17M | 3.1% | +30,970 | New | History |
| SOSouthern Co | Stock | 3,000 | $214.2K | 0.2% | 00.0% | Unchanged | History |
| Vanguard S&P 500 Value ETF921932703 | ETF | 1,438 | $201.4K | 0.2% | +1,438 | New | – |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.