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Asset Management Advisors, LLC

Q2 2023 · 13F-HR

Asset Management Advisors, LLCholdings as filed

Filed 2023-08-03 · accession 0001596355-23-000003

$115.2M
Reported value
16
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBerkshire Hathaway B$39.3M34.1%115,182CommonSOLE
037833100AAPLApple Inc.$10.6M9.21%54,697CommonSOLE
526057104LENLennar Corp A$8.6M7.49%68,843CommonSOLE
595112103MUMicron Technology Inc.$7.2M6.27%114,490CommonSOLE
969457100WMBWilliams Companies$6.0M5.24%185,107CommonSOLE
150870103CECelanese Corp$5.5M4.73%47,085CommonSOLE
674599105OXYOccidental Petrol Co$5.4M4.73%92,640CommonSOLE
833445109SNOWSnowflake Inc.$5.3M4.60%30,146CommonSOLE
963320106WHRWhirlpool Corp$5.1M4.44%34,373CommonSOLE
40434L105HPQHP Inc.$5.0M4.31%161,845CommonSOLE
02005N100ALLYAlly Financial$4.5M3.95%168,410CommonSOLE
92343V104VZVerizon Comm.$4.4M3.84%119,107CommonSOLE
143130102KMXCarMax Inc.$4.4M3.82%52,621CommonSOLE
060505104BACBankAmerica Corp.$3.3M2.88%115,790CommonSOLE
921932703VOOVVanguard S&P 500 Value ETF$253,7910.22%1,630CommonSOLE
842587107SOThe Southern Company$210,7500.18%3,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.