Lee Danner & Bass Inc Portfolio Holdings
Lee Danner & Bass Inc
- $1.36 Billion
- Q3 2025
Lee Danner & Bass Inc has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.36 Billion distributed in 233 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hca Healthcare, Inc. with a value of $168M, Berkshire Hathaway Inc Class B with a value of $143M, Apple Inc. with a value of $57.4M, Alphabet Inc. with a value of $49.9M, and Microsoft Corp with a value of $48.6M.
Examining the 13F form we can see an increase of $90.8M in the current position value, from $1.27B to 1.36B.
Below you can find more details about Lee Danner & Bass Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.36 Billion
Financial Services: $295 Million
Healthcare: $260 Million
Technology: $216 Million
Industrials: $143 Million
Communication Services: $96.8 Million
Consumer Defensive: $86.7 Million
Consumer Cyclical: $84.5 Million
ETFs: $58.2 Million
Other: $118 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 233
- Current Value $1.36 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q3 2025
- Filing Date October 29, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 11 stocks
- Additional Purchases 55 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks