LEE DANNER & BASS INC
CIK 939219 · Holdings on Jun 30, 2024 · First reported Jul 30, 2024
Top ten holdings
Q2 2024- HCA10.14%
- BRK.B9.52%
- FRFHF9.22%
- AAPL4.34%
- MSFT3.50%
- GOOG2.95%
- ACN2.71%
- AMZN2.45%
- URI1.60%
- FDX1.45%
Share classes counted separately47.88%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | HCAHCA HEALTHCARE INC View history and evidence | $131.53M | 10.14% | 409.39K shares | Prior unavailable -7.21K (-1.70%) | Reduced | ↗▾ |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL B View history and evidence | $123.51M | 9.52% | 303.61K shares | Prior unavailable -815 (-0.30%) | Reduced | ↗▾ |
| 03 | FRFHFFAIRFAX FINANCIAL HLDGS LTD View history and evidence | $119.57M | 9.22% | 105.13K shares | Prior unavailable +685 (+0.70%) | Added | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $56.37M | 4.34% | 267.62K shares | Prior unavailable -7.60K (-2.80%) | Reduced | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $45.35M | 3.50% | 101.47K shares | Prior unavailable +5.82K (+6.10%) | Added | ↗▾ |
| 06 | GOOGALPHABET INC-CL C View history and evidence | $38.28M | 2.95% | 208.70K shares | Prior unavailable +32.45K (+18.40%) | Added | ↗▾ |
| 07 | ACNACCENTURE PLC-CL A View history and evidence | $35.10M | 2.71% | 115.69K shares | Prior unavailable +11.89K (+11.50%) | Added | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $31.84M | 2.45% | 164.76K shares | Prior unavailable +18.73K (+12.80%) | Added | ↗▾ |
| 09 | URIUNITED RENTALS INC View history and evidence | $20.71M | 1.60% | 32.03K shares | Prior unavailable -860 (-2.60%) | Reduced | ↗▾ |
| 10 | FDXFEDEX CORP View history and evidence | $18.82M | 1.45% | 62.78K shares | Prior unavailable +10.32K (+19.70%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLV SS HEALTH CARE SELECT SECTOR | Non-derivative | -5,151 | -$703.00K | SEC filing ↗ | SEC filing ↗ |
| VNQ VANGUARD REAL ESTATE ETF | Non-derivative | -2,536 | -$224.00K | SEC filing ↗ | SEC filing ↗ |
| BX BLACKSTONE INC | Non-derivative | -1,588 | -$208.00K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 939219 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1297406
}Research all 213 reported holdings.
This page includes 30 of 213 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.