Lee Danner & Bass Inc Portfolio Holdings
Lee Danner & Bass Inc
- $1.27 Billion
- Q2 2025
Lee Danner & Bass Inc has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.27 Billion distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hca Healthcare, Inc. with a value of $152M, Berkshire Hathaway Inc Class B with a value of $139M, Microsoft Corp with a value of $47.9M, Apple Inc. with a value of $47.7M, and Alphabet Inc. with a value of $37.3M.
Examining the 13F form we can see an increase of $50.8M in the current position value, from $1.22B to 1.27B.
Below you can find more details about Lee Danner & Bass Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.27 Billion
Financial Services: $287 Million
Healthcare: $239 Million
Technology: $197 Million
Industrials: $130 Million
Consumer Defensive: $88.8 Million
Consumer Cyclical: $84 Million
Communication Services: $82.4 Million
ETFs: $54.4 Million
Other: $105 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 223
- Current Value $1.27 Billion
- Prior Value $1.22 Billion
- Filing
- Period Q2 2025
- Filing Date July 31, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 9 stocks
- Additional Purchases 43 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks