$127 Million is the total value of Asset Management Advisors, LLC's 22 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | Apple Inc. | $13,125,000 | +30.5% | 44,696 | -0.5% | 10.31% | +21.2% |
| BAC | Sell | BankAmerica Corp. | $8,652,000 | +20.7% | 245,655 | -0.0% | 6.80% | +12.1% |
| LSXMK | Sell | Liberty Media C Sirius | $8,229,000 | +14.7% | 170,930 | -0.0% | 6.46% | +6.5% |
| WHR | Sell | Whirlpool Corp | $6,458,000 | -6.9% | 43,775 | -0.1% | 5.07% | -13.5% |
| LBTYK | Sell | Liberty Global C | $4,391,000 | -30.6% | 201,470 | -24.2% | 3.45% | -35.5% |
| AXTA | Sell | Axalta Coating Sys | $4,181,000 | +0.8% | 137,530 | -0.0% | 3.28% | -6.4% |
| GE | Sell | General Electric | $2,991,000 | +22.2% | 267,992 | -2.1% | 2.35% | +13.5% |
| GM | Exit | General Motors | $0 | – | -140,290 | -100.0% | -4.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Berkshire Hathaway B | 40 | Q3 2023 | 37.7% |
| Williams Companies | 40 | Q3 2023 | 8.2% |
| CarMax Inc. | 40 | Q3 2023 | 7.4% |
| Apple Inc. | 35 | Q3 2023 | 13.2% |
| Lennar Corp A | 30 | Q3 2023 | 10.1% |
| Whirlpool Corp | 30 | Q3 2023 | 6.0% |
| Wells Fargo & Co | 30 | Q1 2021 | 6.2% |
| BankAmerica Corp. | 30 | Q3 2023 | 6.8% |
| General Electric | 29 | Q4 2020 | 5.8% |
| Liberty Global Ser C | 28 | Q1 2021 | 7.2% |
View Asset Management Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-18 |
View Asset Management Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.