DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 12, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 102
- +8 vs. Q2 2024
- Portfolio value
- $920.9M
- +$58.4M (+6.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 149,237 | $64.2M | 7.0% | −20,382−12.0% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 155,620 | $71.6M | 7.8% | +1,286+0.8% | Added | History |
Sold out since Q2 2024 (5)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| PPGPPG Industries Inc | Stock | 139,347 | $17.5M | 2.0% | History |
| ALKAlaska Air Group, Inc. | COM | 282,464 | $11.4M | 1.3% | History |
| FFord Motor Co | Stock | 215,272 | $2.70M | 0.3% | History |
| INFNInfinera Corp | COM | 71,244 | $433.9K | 0.1% | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,958 | $213.1K | <0.1% | – |