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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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