Asset Management Advisors, LLC
- SEC CIK
- 0001596355
- Latest filing
- Jul 2, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 6, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 18
- 0 vs. Q3 2025
- Portfolio value
- $165.3M
- +$1.48M (+0.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 111,796 | $56.2M | 34.0% | −827−0.7% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 341,414 | $15.7M | 9.5% | +113,361+49.7% | Added | History |
| WMBWilliams Companies, Inc. | COM | 173,674 | $10.4M | 6.3% | −1,035−0.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 33,145 | $10.4M | 6.3% | −50−0.2% | Reduced | History |
| NEENextera Energy Inc | Stock | 115,441 | $9.27M | 5.6% | −280−0.2% | Reduced | History |
| AAPLApple Inc. | Stock | 33,513 | $9.11M | 5.5% | −20−0.1% | Reduced | History |
| MUMicron Technology Inc | Stock | 27,759 | $7.92M | 4.8% | −13,412−32.6% | Reduced | History |
| ALLYAlly Financial Inc. | Stock | 166,305 | $7.53M | 4.6% | +245+0.1% | Added | History |
| LENLennar Corp | CL A | 71,542 | $7.35M | 4.4% | +16,560+30.1% | Added | History |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 190,710 | $7.31M | 4.4% | −112,130−37.0% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 124,205 | $5.11M | 3.1% | +410+0.3% | Added | History |
| VRSNVerisign Inc | COM | 20,340 | $4.94M | 3.0% | −100.0% | Reduced | History |
| VZVerizon Communications Inc | Stock | 120,306 | $4.90M | 3.0% | +2,430+2.1% | Added | History |
| ACNAccenture plc | Stock | 17,460 | $4.68M | 2.8% | +600+3.6% | Added | History |
| KMXCarMax Inc | COM | 81,749 | $3.16M | 1.9% | +36,195+79.5% | Added | History |
| MRPMillrose Properties, Inc. | COM CL A | 27,875 | $832.6K | 0.5% | +573+2.1% | Added | History |
| Vanguard S&P 500 Value ETF921932703 | ETF | 1,353 | $277.2K | 0.2% | −195−12.6% | Reduced | – |
| SOSouthern Co | Stock | 3,000 | $261.6K | 0.2% | 00.0% | Unchanged | History |