Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LEE DANNER & BASS INC (CIK 939219) reported $1.59B across 243 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HCA ($183.3M, 11.52%), BRK/B ($126.5M, 7.95%), GOOG ($58.0M, 3.64%), AAPL ($56.4M, 3.54%), AEM ($43.3M, 2.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HCA | HCA HEALTHCARE INC | $183.3M | 11.52% | 387,377 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC. CLASS B | $126.5M | 7.95% | 263,985 | Trimmed |
| 3 | GOOG | ALPHABET INC. CLASS C | $58.0M | 3.64% | 202,111 | Trimmed |
| 4 | AAPL | APPLE INC. | $56.4M | 3.54% | 222,332 | Added |
| 5 | AEM | AGNICO EAGLE MINES LIMITED | $43.3M | 2.72% | 213,123 | Added |
| 6 | CXW | CORECIVIC, INC. | $41.1M | 2.58% | 2.2M | Added |
| 7 | VSAT | VIASAT, INC. | $38.1M | 2.40% | 832,925 | Added |
| 8 | MSFT | MICROSOFT CORPORATION | $34.0M | 2.14% | 91,907 | Trimmed |
| 9 | AMZN | AMAZON.COM, INC. | $33.1M | 2.08% | 158,855 | Added |
| 10 | GS | GOLDMAN SACHS GROUP, INC. | $29.4M | 1.85% | 34,787 | Trimmed |
| 11 | RTX | RTX CORPORATION | $26.0M | 1.63% | 134,764 | Trimmed |
| 12 | XOM | EXXON MOBIL CORPORATION | $25.6M | 1.61% | 150,986 | Added |
| 13 | CAT | CATERPILLAR INC. | $25.7M | 1.61% | 36,284 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON | $25.2M | 1.58% | 103,057 | Trimmed |
| 15 | URI | UNITED RENTALS, INC. | $23.5M | 1.48% | 32,275 | Trimmed |
| 16 | FDX | FEDEX CORPORATION | $20.9M | 1.31% | 58,668 | Trimmed |
| 17 | ACN | ACCENTURE PLC CLASS A | $20.6M | 1.29% | 103,876 | Added |
| 18 | V | VISA INC. CLASS A | $19.7M | 1.24% | 65,299 | Added |
| 19 | L | LOEWS CORPORATION | $18.6M | 1.17% | 173,958 | Added |
| 20 | TIGO | MILLICOM INTL CELLULAR S A | $18.2M | 1.14% | 243,000 | New |
| 21 | PINNACLE FINANCIAL PARTNERS, INC. | $18.0M | 1.13% | 208,676 | Trimmed | |
| 22 | BKD | BROOKDALE SENIOR LIVING INC. | $17.8M | 1.12% | 1.3M | Added |
| 23 | EHC | ENCOMPASS HEALTH CORP | $17.7M | 1.11% | 183,000 | New |
| 24 | LOW | LOWE'S COMPANIES, INC. | $16.5M | 1.04% | 69,918 | Trimmed |
| 25 | WMT | WALMART INC. | $14.8M | 0.93% | 119,279 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31