Lee Danner & Bass Inc Portfolio Holdings
Lee Danner & Bass Inc
- $1.22 Billion
- Q1 2025
Lee Danner & Bass Inc has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.22 Billion distributed in 220 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $154M, Hca Healthcare, Inc. with a value of $138M, Apple Inc. with a value of $53.9M, Microsoft Corp with a value of $36.4M, and Accenture PLC with a value of $35.7M.
Examining the 13F form we can see an decrease of $23.9M in the current position value, from $1.24B to 1.22B.
Below you can find more details about Lee Danner & Bass Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.22 Billion
Financial Services: $291 Million
Healthcare: $230 Million
Technology: $176 Million
Industrials: $122 Million
Consumer Defensive: $88.7 Million
Consumer Cyclical: $78.9 Million
Communication Services: $74.2 Million
ETFs: $51.5 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 220
- Current Value $1.22 Billion
- Prior Value $1.24 Billion
- Filing
- Period Q1 2025
- Filing Date April 29, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 1 stocks
- Additional Purchases 29 stocks
- Sold out of 0 stocks
- Reduced holdings in 118 stocks