Asset Management Advisors, LLC
- SEC CIK
- 0001596355
- Latest filing
- Jul 2, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 19, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 16
- 0 vs. Q4 2022
- Portfolio value
- $104.7M
- +$3.26M (+3.2%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 116,328 | $35.9M | 34.3% | −7,024−5.7% | Reduced | History |
| AAPLApple Inc. | Stock | 55,857 | $9.21M | 8.8% | −715−1.3% | Reduced | History |
| LENLennar Corp | CL A | 75,969 | $7.99M | 7.6% | −1,430−1.8% | Reduced | History |
| MUMicron Technology Inc | Stock | 115,630 | $6.98M | 6.7% | −585−0.5% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 186,260 | $5.56M | 5.3% | −2,120−1.1% | Reduced | History |
| CECelanese Corp | Stock | 46,605 | $5.07M | 4.8% | +15,635+50.5% | Added | History |
| HPQHP Inc | Stock | 160,910 | $4.72M | 4.5% | +2,520+1.6% | Added | History |
| VZVerizon Communications Inc | Stock | 120,421 | $4.68M | 4.5% | −450−0.4% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 30,136 | $4.65M | 4.4% | +90+0.3% | Added | History |
| WHRWhirlpool Corp | Stock | 34,694 | $4.58M | 4.4% | −145−0.4% | Reduced | History |
| ALLYAlly Financial Inc. | Stock | 167,485 | $4.27M | 4.1% | +2,750+1.7% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 62,165 | $3.88M | 3.7% | +62,165 | New | History |
| KMXCarMax Inc | COM | 52,918 | $3.40M | 3.2% | −60−0.1% | Reduced | History |
| BACBank of America Corp | Stock | 115,575 | $3.31M | 3.2% | +580+0.5% | Added | History |
| Vanguard S&P 500 Value ETF921932703 | ETF | 1,630 | $239.1K | 0.2% | +192+13.4% | Added | – |
| SOSouthern Co | Stock | 3,000 | $208.7K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.