Asset Management Advisors, LLC
- SEC CIK
- 0001596355
- Latest filing
- Jul 2, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 30, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 17
- +1 vs. Q1 2025
- Portfolio value
- $148.9M
- +$2.11M (+1.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SOSouthern Co | Stock | 3,000 | $275.5K | 0.2% | 00.0% | Unchanged | History |
| Vanguard S&P 500 Value ETF921932703 | ETF | 1,548 | $292.1K | 0.2% | −50−3.1% | Reduced | – |
| MRPMillrose Properties, Inc. | COM CL A | 27,302 | $778.4K | 0.5% | +100+0.4% | Added | History |
| KMXCarMax Inc | COM | 45,604 | $3.07M | 2.1% | +25+0.1% | Added | History |
| MUMicron Technology Inc | Stock | 41,521 | $5.12M | 3.4% | +65+0.2% | Added | History |
| VZVerizon Communications Inc | Stock | 118,476 | $5.13M | 3.4% | −3,320−2.7% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 123,295 | $5.18M | 3.5% | +250+0.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 33,240 | $5.86M | 3.9% | +33,240 | New | History |
| VRSNVerisign Inc | COM | 20,400 | $5.89M | 4.0% | −8,835−30.2% | Reduced | History |
| LENLennar Corp | CL A | 55,212 | $6.11M | 4.1% | +90+0.2% | Added | History |
| ALLYAlly Financial Inc. | Stock | 168,635 | $6.57M | 4.4% | −125−0.1% | Reduced | History |
| AAPLApple Inc. | Stock | 33,557 | $6.88M | 4.6% | −405−1.2% | Reduced | History |
| NEENextera Energy Inc | Stock | 116,366 | $8.08M | 5.4% | 00.0% | Unchanged | History |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 304,440 | $9.98M | 6.7% | −480−0.2% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 176,189 | $11.1M | 7.4% | −390−0.2% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 228,403 | $14.1M | 9.5% | −560−0.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 112,216 | $54.5M | 36.6% | −431−0.4% | Reduced | History |