$625 Million is the total value of DDD Partners, LLC's 78 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | New | MEDTRONIC PLC | $16,961,613 | – | 218,240 | +100.0% | 2.71% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $217,175 | – | 3,500 | +100.0% | 0.04% | – |
| ABBV | New | ABBVIE INC | $216,719 | – | 1,341 | +100.0% | 0.04% | – |
| ATCX | New | ATLAS TECHNICAL CONSULTANTS | $117,935 | – | 22,900 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 9.3% |
| APPLE INC | 27 | Q2 2024 | 10.1% |
| MICROSOFT CORP | 27 | Q2 2024 | 8.8% |
| AMAZON COM INC | 27 | Q2 2024 | 4.7% |
| CHUBB LIMITED | 27 | Q2 2024 | 3.8% |
| JOHNSON & JOHNSON | 27 | Q2 2024 | 3.7% |
| NORTHWEST PIPE CO | 27 | Q2 2024 | 4.9% |
| COSTCO WHSL CORP NEW | 27 | Q2 2024 | 2.9% |
| STARBUCKS CORP | 27 | Q2 2024 | 3.2% |
| EXPEDITORS INTL WASH INC | 27 | Q2 2024 | 0.7% |
View DDD Partners, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| RICHARDSON ELECTRONICS, LTD. | January 31, 2024 | 686,167 | 5.6% |
| RAYONIER ADVANCED MATERIALS INC. | February 16, 2021 | 4,258,532 | 6.1% |
View DDD Partners, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-20 |
| N-PX | 2024-08-08 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-09 |
| SC 13G | 2024-01-31 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View DDD Partners, 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.