LEE DANNER & BASS INC
Top Portfolio Positions
195 positions ·
$1,476,891,110 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HCA |
HCA Healthcare, Inc.
Healthcare
|
387,377 | $183,322,291 | 12.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
263,985 | $126,501,612 | 8.57% | |
| AAPL |
Apple Inc.
Technology
|
222,332 | $56,425,638 | 3.82% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
213,123 | $43,259,706 | 2.93% | |
| CXW |
CoreCivic, Inc.
Industrials
|
2,173,498 | $41,100,847 | 2.78% | |
| VSAT |
Viasat Inc
Technology
|
832,925 | $38,147,965 | 2.58% | |
| MSFT |
Microsoft Corp
Technology
|
91,907 | $34,021,214 | 2.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
158,855 | $33,084,730 | 2.24% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
34,787 | $29,429,454 | 1.99% | |
| RTX |
RTX Corp
Industrials
|
134,764 | $25,995,975 | 1.76% |
Portfolio Trend
24 quarters · across all stocks
Holdings in LUMN
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,185,602 | 602,245 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $579,136 | 74,535 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $463,467 | 75,730 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $333,164 | 76,065 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $298,174 | 76,065 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $403,905 | 76,065 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $552,451 | 77,810 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $88,517 | 80,470 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $147,260 | 80,470 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $671,508 | 472,893 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,503,629 | 665,323 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,812,912 | 684,118 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,193,465 | 611,775 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,345,794 | 871,675 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $10,178,724 | 932,972 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $10,559,674 | 936,972 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $11,802,559 | 940,443 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $11,903,989 | 960,774 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $13,088,787 | 963,119 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $12,919,075 | 967,721 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $9,537,654 | 978,221 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||