Asset Management Advisors, LLC Top Holdings and 13F Report (2024)

About Asset Management Advisors, LLC

Asset Management Advisors, LLC has $130.97 million in total holdings as of June 30, 2024.
Asset Management Advisors, LLC owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 6.73% of the portfolio was purchased this quarter.
About 4.66% of the portfolio was sold this quarter.
This quarter, Asset Management Advisors, LLC has purchased 16 new stocks and bought additional shares in 12 stocks.
Asset Management Advisors, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.

VeriSign: 28,520 shares (about $5.07M)
Brookfield Renewable: 83,750 shares (about $2.38M)
Berkshire Hathaway: 1,441 shares (about $586.20K)
Lennar: 688 shares (about $103.11K)
Apple: 459 shares (about $96.67K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$46,068,880	$586,199 ▲	1.3%	113,247	35.2%	Finance
AAPL Apple	$9,632,916	$96,675 ▲	1.0%	45,736	7.4%	Computer and Technology
NEE NextEra Energy	$8,071,915	$73,572 ▲	0.9%	113,994	6.2%	Utilities
LEN Lennar	$8,011,451	$103,111 ▲	1.3%	53,456	6.1%	Construction
WMB Williams Companies	$7,585,867	$71,145 ▲	0.9%	178,491	5.8%	Oils/Energy
OXY Occidental Petroleum	$7,402,873	$45,697 ▲	0.6%	117,450	5.7%	Oils/Energy
BN Brookfield	$7,010,290	$78,926 ▲	1.1%	168,760	5.4%	Finance
ALLY Ally Financial	$6,569,312	$74,937 ▲	1.2%	165,599	5.0%	Finance
MU Micron Technology	$5,316,969	$2,492,625 ▼	-31.9%	40,424	4.1%	Computer and Technology
VRSN VeriSign	$5,070,856	$5,070,856 ▲	New Holding	28,520	3.9%	Computer and Technology
VZ Verizon Communications	$4,991,236	$79,263 ▲	1.6%	121,029	3.8%	Computer and Technology
BAC Bank of America	$4,521,054	$43,349 ▲	1.0%	113,680	3.5%	Finance
SNOW Snowflake	$4,017,442	$74,029 ▲	1.9%	29,739	3.1%	Computer and Technology
KMX CarMax	$3,809,133	$40,117 ▲	1.1%	51,938	2.9%	Retail/Wholesale
BEPC Brookfield Renewable	$2,376,825	$2,376,825 ▲	New Holding	83,750	1.8%	Oils/Energy
VOOV Vanguard S&P 500 Value ETF	$276,502		0.0%	1,573	0.2%	ETF
SO Southern	$232,710		0.0%	3,000	0.2%	Utilities
HPQ HP	$0	$3,609,175 ▼	-100.0%	0	0.0%	Computer and Technology