Asset Management Advisors, LLC

data from 30/09/2025

Capitalization

$ 163.855 M 10.04 %

Average holding period

19 ans

Performance

$ 97.922 M 107.19 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Asset Management Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BRK-B Berkshire Hathaway B 34.55% 56.620 M $ 112623 2013/12/31 1.904 M $ 3.49 %
2025/09/30 BN Brookfield Corp 9.54% 15.640 M $ 228053 2023/12/31 -3.684 M $ -26.08 %
2025/09/30 WMB Williams Companies 6.75% 11.068 M $ 174709 2013/12/31 95.142 K $ 0.86 %
2025/09/30 Brookfield Renewable 6.36% 10.424 M $ 302840 2024/06/30 499.281 K $ 5.00 %
2025/09/30 NEE Nextera Energy Inc. 5.33% 8.736 M $ 115721 2023/12/31 706.341 K $ 8.74 %
2025/09/30 AAPL Apple Inc. 5.21% 8.539 M $ 33533 2015/03/31 1.660 M $ 24.11 %
2025/09/30 GOOGL Alphabet Inc - Cl A 4.92% 8.070 M $ 33195 2025/06/30 2.223 M $ 37.94 %
2025/09/30 LEN Lennar Corp A 4.23% 6.930 M $ 54982 2016/06/30 851.921 K $ 13.95 %
2025/09/30 MU Micron Technology Inc. 4.20% 6.889 M $ 41171 2019/06/30 1.830 M $ 35.76 %
2025/09/30 ALLY Ally Financial 3.97% 6.510 M $ 166060 2022/09/30 42.158 K $ 0.64 %
2025/09/30 OXY Occidental Petrol Co 3.57% 5.849 M $ 123795 2023/03/31 646.065 K $ 12.47 %
2025/09/30 VRSN Verisign Inc. 3.47% 5.689 M $ 20350 2024/06/30 -188.292 K $ -3.20 %
2025/09/30 VZ Verizon Comm. 3.16% 5.181 M $ 117876 2021/03/31 80.563 K $ 1.57 %
2025/09/30 ACN Accenture Plc 2.54% 4.158 M $ 16860 2025/09/30 0.000 $ 0.00 %
2025/09/30 KMX CarMax Inc. 1.25% 2.044 M $ 45554 2013/12/31 -1.019 M $ -33.24 %
2025/09/30 MRP Millrose Properties Inc. 0.56% 917.620 K $ 27302 2025/03/31 139.240 K $ 17.89 %
2025/09/30 VOOV Vanguard S&P 500 Value ETF 0.19% 308.780 K $ 1548 2022/12/31 16.656 K $ 5.70 %
2025/09/30 SO The Southern Company 0.17% 284.310 K $ 3000 2021/12/31 8.819 K $ 3.20 %