Investment Management Associates Inc Portfolio Holdings

Investment Management Associates Inc

  • $564 Million
  • Q4 2024

Investment Management Associates Inc has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $564 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Uber Technologies, Inc with a value of $26.2M, Black Stone Minerals, L.P. with a value of $22.5M, British American Tobacco P.L.C. with a value of $22.2M, Huntington Ingalls Industries, Inc. with a value of $20.8M, and International Money Express, Inc. with a value of $18.7M.

Examining the 13F form we can see an decrease of $32.9M in the current position value, from $597M to 564M.

Below you can find more details about Investment Management Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $564 Million
ETFs: $350 Million
Technology: $53.3 Million
Energy: $47 Million
Consumer Defensive: $38.1 Million
Communication Services: $25 Million
Industrials: $22.1 Million
Healthcare: $15.9 Million
Financial Services: $11.1 Million
Other: $1.13 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$271,000 0.05% of portfolio
12,413
Q4 2024 Added 1.33%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $564 Million
  • Prior Value $597 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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