Asset Management Advisors, LLC
- SEC CIK
- 0001596355
- Latest filing
- Jul 2, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 21, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 18
- +1 vs. Q2 2025
- Portfolio value
- $163.9M
- +$14.9M (+10.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 112,623 | $56.6M | 34.6% | +407+0.4% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 228,053 | $15.6M | 9.5% | −350−0.2% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 174,709 | $11.1M | 6.8% | −1,480−0.8% | Reduced | History |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 302,840 | $10.4M | 6.4% | −1,600−0.5% | Reduced | History |
| NEENextera Energy Inc | Stock | 115,721 | $8.74M | 5.3% | −645−0.6% | Reduced | History |
| AAPLApple Inc. | Stock | 33,533 | $8.54M | 5.2% | −24−0.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 33,195 | $8.07M | 4.9% | −45−0.1% | Reduced | History |
| LENLennar Corp | CL A | 54,982 | $6.93M | 4.2% | −230−0.4% | Reduced | History |
| MUMicron Technology Inc | Stock | 41,171 | $6.89M | 4.2% | −350−0.8% | Reduced | History |
| ALLYAlly Financial Inc. | Stock | 166,060 | $6.51M | 4.0% | −2,575−1.5% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 123,795 | $5.85M | 3.6% | +500+0.4% | Added | History |
| VRSNVerisign Inc | COM | 20,350 | $5.69M | 3.5% | −50−0.2% | Reduced | History |
| VZVerizon Communications Inc | Stock | 117,876 | $5.18M | 3.2% | −600−0.5% | Reduced | History |
| ACNAccenture plc | Stock | 16,860 | $4.16M | 2.5% | +16,860 | New | History |
| KMXCarMax Inc | COM | 45,554 | $2.04M | 1.2% | −50−0.1% | Reduced | History |
| MRPMillrose Properties, Inc. | COM CL A | 27,302 | $917.6K | 0.6% | 00.0% | Unchanged | History |
| Vanguard S&P 500 Value ETF921932703 | ETF | 1,548 | $308.8K | 0.2% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 3,000 | $284.3K | 0.2% | 00.0% | Unchanged | History |