Asset Management Advisors, LLC Top Holdings and 13F Report (2024)

About Asset Management Advisors, LLC

Asset Management Advisors, LLC has $128.75 million in total holdings as of March 31, 2024.
Asset Management Advisors, LLC owns shares of 16 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 5.09% of the portfolio was purchased this quarter.
About 9.66% of the portfolio was sold this quarter.
This quarter, Asset Management Advisors, LLC has purchased 17 new stocks and bought additional shares in 3 stocks.
Asset Management Advisors, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.

Lennar: 14,805 shares (about $2.55M)
Verizon Communications: 33,570 shares (about $1.41M)
HP: 41,170 shares (about $1.24M)
Berkshire Hathaway: 2,215 shares (about $931.45K)
Williams Companies: 4,250 shares (about $165.62K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$47,016,659	$931,452 ▼	-1.9%	111,806	36.5%	Finance
LEN Lennar	$9,075,041	$2,546,164 ▼	-21.9%	52,768	7.0%	Construction
AAPL Apple	$7,764,100	$118,321 ▼	-1.5%	45,277	6.0%	Computer and Technology
OXY Occidental Petroleum	$7,585,958	$1,638,073 ▲	27.5%	116,725	5.9%	Oils/Energy
NEE NextEra Energy	$7,218,954	$3,744,806 ▲	107.8%	112,955	5.6%	Utilities
MU Micron Technology	$6,999,719	$104,333 ▼	-1.5%	59,375	5.4%	Computer and Technology
BN Brookfield	$6,986,428	$1,168,173 ▲	20.1%	166,860	5.4%	Finance
WMB Williams Companies	$6,890,558	$165,622 ▼	-2.3%	176,817	5.4%	Oils/Energy
ALLY Ally Financial	$6,644,989	$114,667 ▼	-1.7%	163,710	5.2%	Finance
VZ Verizon Communications	$4,997,730	$1,408,597 ▼	-22.0%	119,107	3.9%	Computer and Technology
SNOW Snowflake	$4,717,266	$122,816 ▼	-2.5%	29,191	3.7%	Computer and Technology
KMX CarMax	$4,476,670	$67,946 ▼	-1.5%	51,391	3.5%	Retail/Wholesale
BAC Bank of America	$4,269,413	$69,204 ▼	-1.6%	112,590	3.3%	Finance
HPQ HP	$3,609,175	$1,244,158 ▼	-25.6%	119,430	2.8%	Computer and Technology
VOOV Vanguard S&P 500 Value ETF	$283,879	$10,287 ▼	-3.5%	1,573	0.2%	ETF
SO Southern	$215,220		0.0%	3,000	0.2%	Utilities
CE Celanese	$0	$5,528,065 ▼	-100.0%	0	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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