Lee Danner & Bass Inc Portfolio Holdings
Lee Danner & Bass Inc
- $1.24 Billion
- Q4 2024
Lee Danner & Bass Inc has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.24 Billion distributed in 748 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 $136M, Hca Healthcare, Inc. with a value of $121M, Apple Inc. with a value of $62.7M, Microsoft Corp with a value of $43M, and Alphabet Inc. with a value of $41.3M.
Examining the 13F form we can see an decrease of $179M in the current position value, from $1.42B to 1.24B.
Below you can find more details about Lee Danner & Bass Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.24 Billion
Financial Services: $282 Million
Healthcare: $205 Million
Technology: $201 Million
Industrials: $128 Million
Consumer Defensive: $92.1 Million
Consumer Cyclical: $87.9 Million
Communication Services: $84.6 Million
ETFs: $56.9 Million
Other: $102 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 748
- Current Value $1.24 Billion
- Prior Value $1.42 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 579 stocks
- Additional Purchases 56 stocks
- Sold out of 0 stocks
- Reduced holdings in 80 stocks