Asset Management Advisors, LLC
- SEC CIK
- 0001596355
- Latest filing
- Jul 2, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 26, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 17
- +2 vs. Q3 2023
- Portfolio value
- $121.6M
- +$15.0M (+14.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 114,021 | $40.7M | 33.4% | −587−0.5% | Reduced | History |
| LENLennar Corp | CL A | 67,573 | $10.1M | 8.3% | −785−1.1% | Reduced | History |
| AAPLApple Inc. | Stock | 45,967 | $8.85M | 7.3% | −530−1.1% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 181,067 | $6.31M | 5.2% | −2,310−1.3% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 29,951 | $5.96M | 4.9% | −355−1.2% | Reduced | History |
| ALLYAlly Financial Inc. | Stock | 166,535 | $5.82M | 4.8% | −1,725−1.0% | Reduced | History |
| VZVerizon Communications Inc | Stock | 152,677 | $5.76M | 4.7% | −1,450−0.9% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 138,960 | $5.58M | 4.6% | +138,960 | New | History |
| CECelanese Corp | Stock | 35,580 | $5.53M | 4.5% | −445−1.2% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 91,520 | $5.46M | 4.5% | −880−1.0% | Reduced | History |
| MUMicron Technology Inc | Stock | 60,260 | $5.14M | 4.2% | −615−1.0% | Reduced | History |
| HPQHP Inc | Stock | 160,600 | $4.83M | 4.0% | −1,150−0.7% | Reduced | History |
| KMXCarMax Inc | COM | 52,171 | $4.00M | 3.3% | −265−0.5% | Reduced | History |
| BACBank of America Corp | Stock | 114,415 | $3.85M | 3.2% | −1,045−0.9% | Reduced | History |
| NEENextera Energy Inc | Stock | 54,360 | $3.30M | 2.7% | +54,360 | New | History |
| Vanguard S&P 500 Value ETF921932703 | ETF | 1,630 | $273.8K | 0.2% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 3,000 | $210.4K | 0.2% | +3,000 | New | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.