Ddd Partners, LLC Portfolio Holdings

Ddd Partners, LLC

$1.57 Billion
Q3 2025

Ddd Partners, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.57 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $592M, Berkshire Hathaway Inc Class B with a value of $64.5M, Apple Inc. with a value of $40.9M, Amazon Com Inc with a value of $39.2M, and Elanco Animal Health Inc with a value of $35.3M.

Examining the 13F form we can see an increase of $640M in the current position value, from $925M to 1.57B.

Below you can find more details about Ddd Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.57 Billion

Technology: $807 Million

Financial Services: $157 Million

Healthcare: $137 Million

Industrials: $90.9 Million

Consumer Cyclical: $84.9 Million

Communication Services: $71 Million

Energy: $65.1 Million

ETFs: $51 Million

Other: $101 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
RELL Richardson Electronics, Ltd. Technology	$122M	$11.1 Million 0.71% of portfolio	1,140,424	Q3 2025 Reduced 0.02%
MVIS Microvision, Inc. Technology	$174M	$24,000 0.0% of portfolio	23,361	Q1 2025 Reduced 0.8%
DSX Diana Shipping Inc. Industrials	$154M	$52,000 0.0% of portfolio	31,338	Q4 2023 Added 4.46%

Summary

Portfolio
No. of Stocks 129
Current Value $1.57 Billion
Prior Value $925 Million
Filing
Period Q3 2025
Filing Date November 06, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 26 stocks
Additional Purchases 54 stocks
Sold out of 0 stocks
Reduced holdings in 31 stocks

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