LEE DANNER & BASS INC

Position in BAM — Brookfield Asset Management Ltd.

CIK 939219 NASHVILLE, TN

Position in BAM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,884,049

-$515,171 QoQ

Shares Held

64,883

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

LEE DANNER & BASS INC holds $11,084,253 across 4 Asset Management names. BAM ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	148,998	$6,029,949
2	BAM	Brookfield Asset Management Ltd. This page	64,883	$2,884,049
3	KKR	KKR & Co. Inc.	17,546	$1,623,005
4	ADX	Adams Diversified Equity Fund, Inc.	25,000	$547,250

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,884,049	64,883	0.0%	Shares	Sole	2026-04-28
2025-12-31	$3,399,220	64,883	-5.1%	Shares	Sole	2026-01-29
2025-09-30	$3,893,728	68,383	0.0%	Shares	Sole	2025-10-29
2025-06-30	$3,780,212	68,383	0.0%	Shares	Sole	2025-07-31
2025-03-31	$3,313,156	68,383	-6.8%	Shares	Sole	2025-04-29
2024-12-31	$3,976,624	73,383	0.0%	Shares	Sole	2025-02-11
2024-09-30	$3,470,282	73,383	-13.9%	Shares	Sole	2024-10-30
2024-06-30	$3,244,066	85,258	-11.0%	Shares	Sole	2024-07-30
2023-12-31	$3,846,598	95,758	-15.4%	Shares	Sole	2024-02-01
2023-09-30	$3,774,088	113,200	0.0%	Shares	Sole	2023-10-27
2023-06-30	$3,693,716	113,200	-1.9%	Shares	Sole	2023-07-31
2023-03-31	$3,775,070	115,375	+0.5%	Shares	Sole	2023-05-02
2022-12-31	$3,289,882	114,750	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.