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Asset Management Advisors, LLC

Q4 2023 · 13F-HR

Asset Management Advisors, LLCholdings as filed

Filed 2024-01-26 · accession 0001596355-24-000001

$121.6M
Reported value
17
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBerkshire Hathaway B$40.7M33.4%114,021CommonSOLE
526057104LENLennar Corp A$10.1M8.28%67,573CommonSOLE
037833100AAPLApple Inc.$8.9M7.28%45,967CommonSOLE
969457100WMBWilliams Companies$6.3M5.19%181,067CommonSOLE
833445109SNOWSnowflake Inc.$6.0M4.90%29,951CommonSOLE
02005N100ALLYAlly Financial$5.8M4.78%166,535CommonSOLE
92343V104VZVerizon Comm.$5.8M4.73%152,677CommonSOLE
11271J107BNBrookfield Corp$5.6M4.58%138,960CommonSOLE
150870103CECelanese Corp$5.5M4.55%35,580CommonSOLE
674599105OXYOccidental Petrol Co$5.5M4.49%91,520CommonSOLE
595112103MUMicron Technology Inc.$5.1M4.23%60,260CommonSOLE
40434L105HPQHP Inc.$4.8M3.97%160,600CommonSOLE
143130102KMXCarMax Inc.$4.0M3.29%52,171CommonSOLE
060505104BACBankAmerica Corp.$3.9M3.17%114,415CommonSOLE
65339F101NEENextera Energy Inc.$3.3M2.72%54,360CommonSOLE
921932703VOOVVanguard S&P 500 Value ETF$273,7750.23%1,630CommonSOLE
842587107SOThe Southern Company$210,3600.17%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.