Lee Danner & Bass Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.59B
Q ending 2026-03-31
Prior quarter
$1.40B
Q ending 2025-12-31
Change
+14.1% QoQ · +28.7% YoY
Positions
246
reported holdings

Largest positions

Top 100 of 246 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Hca Healthcare IncHCAShares$183.3M387K
Berkshire Hathaway Inc. Class BBRK/BShares$126.5M264K
Alphabet Inc. Class CGOOGShares$58.0M202K
Apple Inc.AAPLShares$56.4M222K
Agnico Eagle Mines LimitedAEMShares$43.3M213K
Corecivic, Inc.CXWShares$41.1M2.2M
Viasat, Inc.VSATShares$38.1M833K
Microsoft CorporationMSFTShares$34.0M92K
Amazon.Com, Inc.AMZNShares$33.1M159K
Goldman Sachs Group, Inc.GSShares$29.4M35K
Rtx CorporationRTXShares$26.0M135K
Caterpillar Inc.CATShares$25.7M36K
Exxon Mobil CorporationXOMShares$25.6M151K
Johnson & JohnsonJNJShares$25.2M103K
United Rentals, Inc.URIShares$23.5M32K
Fedex CorporationFDXShares$20.9M59K
Accenture Plc Class AShares$20.6M104K
Visa Inc. Class AVShares$19.7M65K
Loews CorporationLShares$18.6M174K
Millicom Intl Cellular S AShares$18.2M243K
Pinnacle Financial Partners, Inc.PNFPShares$18.0M209K
Brookdale Senior Living Inc.BKDShares$17.8M1.3M
Encompass Health CorpEHCShares$17.7M183K
Lowe'S Companies, Inc.LOWShares$16.5M70K
Walmart Inc.WMTShares$14.8M119K
Compass Minerals International, InCMPShares$14.1M606K
Nvidia CorporationNVDAShares$13.8M79K
Sysco CorporationSYYShares$13.5M189K
Meta Platforms Inc Class AMETAShares$13.2M23K
Tejon Ranch Co.TRCShares$13.1M695K
Procter & Gamble CompanyPGShares$12.4M86K
United Parcel Service, Inc. Class UPSShares$12.1M123K
Philip Morris International Inc.PMShares$12.1M73K
Republic Services, Inc.RSGShares$11.8M54K
Alamos Gold Inc.AGIShares$11.6M260K
Geo Group IncGEOShares$11.5M686K
Walt Disney CompanyDISShares$11.2M117K
Merck & Co., Inc.MRKShares$10.8M90K
Mondelez International, Inc. ClassMDLZShares$10.6M183K
Medtronic PlcShares$10.5M121K
Intel CorporationINTCShares$10.2M232K
Halliburton CompanyHALShares$9.9M253K
Graham Holdings Co. Class BGHCShares$9.7M9K
Cameco CorpCCJShares$9.2M85K
Oracle CorporationORCLShares$8.9M61K
Honeywell International Inc.HONGBPShares$8.8M39K
Home Depot, Inc.HDShares$8.4M25K
Jpmorgan Chase & Co.JPMShares$8.3M28K
Bank Of America CorpBACShares$8.2M169K
Amgen Inc.AMGNShares$7.7M22K
Schlumberger LimitedSLBShares$7.0M137K
White Mountains Insurance Group LtShares$7.0M3K
Iron Mountain, Inc.IRMShares$6.9M67K
Chevron CorporationCVXShares$6.8M33K
Regions Financial CorporationRFShares$6.7M258K
SempraSREShares$6.7M68K
Bristow Group IncVTOLShares$6.6M141K
Cisco Systems, Inc.CSCOShares$6.3M81K
Vitesse Energy, Inc.VTSShares$6.3M346K
Jefferies Financial Group Inc.JEFShares$6.1M149K
Brookfield CorporationBNShares$6.0M149K
Boeing CompanyBAShares$5.6M28K
Simplify Health Care EtfPINKShares$5.6M165K
Coca-Cola CompanyKOShares$5.5M72K
Alphabet Inc. Class AGOOGLShares$5.3M19K
Unitedhealth Group IncorporatedUNHShares$5.3M20K
Nov Inc.NOVShares$5.3M281K
Scripps E W Co Ohio Cl A NewSSPShares$5.3M1.4M
3M CompanyMMMShares$5.3M36K
Fiserv, Inc.FISVShares$5.2M93K
Bed Bath & Beyond, Inc.BBBYShares$4.9M1.1M
Vanguard Ftse Emerging Markets EtfVWOShares$4.8M89K
Stryker CorporationSYKShares$4.7M14K
Abbvie, Inc.ABBVShares$4.6M21K
Salesforce, Inc.CRMShares$4.5M24K
Ishares Core S&P Small Cap EtfIJRShares$4.5M36K
Ishares U.S. Insurance EtfIAKShares$4.4M35K
Wells Fargo & CompanyWFCShares$4.4M56K
Travelers Companies, Inc.TRVShares$4.4M15K
Danaher CorporationDHRShares$4.4M23K
Mcdonald'S CorporationMCDShares$4.2M14K
Lumen Technologies, Inc.LUMNShares$4.2M602K
Starbucks CorporationSBUXShares$4.2M47K
National Health Investors, Inc.NHIShares$4.1M51K
Cleveland-Cliffs IncCLFShares$3.8M452K
Nike, Inc. Class BNKEShares$3.8M72K
M&T Bank CorporationMTBShares$3.8M18K
Henry Schein, Inc.HSICShares$3.8M51K
Adt, Inc.ADTShares$3.6M544K
Bp Plc Sponsored AdrBPShares$3.5M76K
Cvs Health CorporationCVSShares$3.5M49K
Abbott LaboratoriesABTShares$3.5M34K
Vaneck Oil Services EtfOIHShares$3.4M8K
Tapestry, Inc.TPRShares$3.1M22K
International Business Machines CoIBMShares$3.1M13K
Zoetis, Inc. Class AZTSShares$2.9M24K
Spdr Gold SharesGLDShares$2.9M7K
Brookfield Asset Management Ltd. CBAMShares$2.9M65K
At&T IncTShares$2.8M98K
Truist Financial CorporationTFCShares$2.8M61K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.