Asset Management Advisors, LLC
- SEC CIK
- 0001596355
- Latest filing
- Jul 2, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 3, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 16
- 0 vs. Q1 2023
- Portfolio value
- $115.2M
- +$10.6M (+10.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 115,182 | $39.3M | 34.1% | −1,146−1.0% | Reduced | History |
| AAPLApple Inc. | Stock | 54,697 | $10.6M | 9.2% | −1,160−2.1% | Reduced | History |
| LENLennar Corp | CL A | 68,843 | $8.63M | 7.5% | −7,126−9.4% | Reduced | History |
| MUMicron Technology Inc | Stock | 114,490 | $7.23M | 6.3% | −1,140−1.0% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 185,107 | $6.04M | 5.2% | −1,153−0.6% | Reduced | History |
| CECelanese Corp | Stock | 47,085 | $5.45M | 4.7% | +480+1.0% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 92,640 | $5.45M | 4.7% | +30,475+49.0% | Added | History |
| SNOWSnowflake Inc. | Stock | 30,146 | $5.31M | 4.6% | +100.0% | Added | History |
| WHRWhirlpool Corp | Stock | 34,373 | $5.11M | 4.4% | −321−0.9% | Reduced | History |
| HPQHP Inc | Stock | 161,845 | $4.97M | 4.3% | +935+0.6% | Added | History |
| ALLYAlly Financial Inc. | Stock | 168,410 | $4.55M | 3.9% | +925+0.6% | Added | History |
| VZVerizon Communications Inc | Stock | 119,107 | $4.43M | 3.8% | −1,314−1.1% | Reduced | History |
| KMXCarMax Inc | COM | 52,621 | $4.40M | 3.8% | −297−0.6% | Reduced | History |
| BACBank of America Corp | Stock | 115,790 | $3.32M | 2.9% | +215+0.2% | Added | History |
| Vanguard S&P 500 Value ETF921932703 | ETF | 1,630 | $253.8K | 0.2% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 3,000 | $210.8K | 0.2% | 00.0% | Unchanged | History |