Ws Management Lllp Top Holdings and 13F Report (2025) About Ws Management LllpInvestment ActivityWs Management Lllp has $721.94 million in total holdings as of June 30, 2025.Ws Management Lllp owns shares of 34 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 14.34% of the portfolio was purchased this quarter.About 42.38% of the portfolio was sold this quarter.This quarter, Ws Management Lllp has purchased 36 new stocks and bought additional shares in 5 stocks.Ws Management Lllp sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $91,100,000Micron Technology $74,717,478SPDR Gold Shares $64,220,975Berkshire Hathaway $58,266,168Amazon.com $49,561,517 Largest New Holdings this Quarter 88023B103 - TEMPUS AI INC $12,072,600 HoldingG8068L108 - SharkNinja $8,909,100 Holding Largest Purchases this Quarter Micron Technology 360,000 shares (about $44.37M)Paychex 97,800 shares (about $14.23M)NVIDIA 80,000 shares (about $12.64M)TEMPUS AI INC 190,000 shares (about $12.07M)Crocs 99,000 shares (about $10.03M) Largest Sales this Quarter Berkshire Hathaway 132 shares (about $96.20M)Texas Instruments 420,000 shares (about $87.20M)iShares 20+ Year Treasury Bond ETF 607,118 shares (about $53.58M)Chewy 445,500 shares (about $18.99M)Berkshire Hathaway 30,054 shares (about $14.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWs Management Lllp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$91,100,000$96,201,600 ▼-51.4%12512.6%FinanceMUMicron Technology$74,717,478$44,370,000 ▲146.2%606,22710.3%Computer and TechnologyGLDSPDR Gold Shares$64,220,975$3,048,300 ▼-4.5%210,6788.9%FinanceBRK.BBerkshire Hathaway$58,266,168$14,599,331 ▼-20.0%119,9468.1%FinanceAMZNAmazon.com$49,561,517$6,581,700 ▼-11.7%225,9066.9%Retail/WholesaleNVDANVIDIA$42,162,475$12,639,200 ▲42.8%266,8685.8%Computer and TechnologyGDXVanEck Gold Miners ETF$37,028,352$2,603,000 ▼-6.6%711,2635.1%ETFTLTiShares 20+ Year Treasury Bond ETF$35,079,375$53,578,164 ▼-60.4%397,5004.9%ETFLABCORP HOLDINGS INC$27,563,550$1,312,550 ▲5.0%105,0003.8%COM SHSCOPConocoPhillips$21,099,579$1,794,800 ▼-7.8%235,1192.9%EnergyPAYXPaychex$18,909,800$14,225,988 ▲303.7%130,0002.6%Computer and TechnologyGOOGLAlphabet$18,407,7520.0%104,4532.5%Computer and TechnologyLAMRLamar Advertising$16,357,1440.0%134,7822.3%FinanceLUVSouthwest Airlines$16,220,000$4,432,602 ▼-21.5%500,0002.2%TransportationRHPRyman Hospitality Properties$15,376,2390.0%155,8352.1%FinanceCROXCrocs$15,090,720$10,026,720 ▲198.0%149,0002.1%Consumer DiscretionaryTJXTJX Companies$14,622,9450.0%118,4142.0%Retail/WholesaleTEMPUS AI INC$12,072,600$12,072,600 ▲New Holding190,0001.7%CL AWMTWalmart$11,829,1310.0%120,9771.6%Retail/WholesaleTXNTexas Instruments$10,381,000$87,200,400 ▼-89.4%50,0001.4%Computer and TechnologyKNXKnight-Swift Transportation$8,931,9390.0%201,9431.2%TransportationSNSharkNinja$8,909,100$8,909,100 ▲New Holding90,0001.2%Retail/WholesaleGEHCGE HealthCare Technologies$7,160,7170.0%96,6751.0%MedicalKMXCarMax$6,751,5810.0%100,4550.9%Retail/WholesaleXBISPDR S&P Biotech ETF$6,340,5790.0%76,4570.9%ETFCOSTCostco Wholesale$6,221,7730.0%6,2850.9%Retail/WholesaleMPCMarathon Petroleum$6,208,8600.0%37,3780.9%EnergyCELHCelsius$4,639,0000.0%100,0000.6%Consumer StaplesCHTRCharter Communications$4,010,0170.0%9,8090.6%Consumer DiscretionaryASAASA Gold and Precious Metals$3,862,6210.0%122,3510.5%FinanceCHWYChewy$2,983,400$18,987,210 ▼-86.4%70,0000.4%Retail/WholesaleGMEGameStop$2,902,410$756,090 ▼-20.7%119,0000.4%Consumer DiscretionaryVTRSViatris$2,823,8620.0%316,2220.4%MedicalWOLFWolfspeed$129,039$71,478 ▼-35.6%323,5670.0%Computer and TechnologyFEFirstEnergy$0$8,711,925 ▼-100.0%00.0%UtilitiesDXCMDexCom$0$3,547,597 ▼-100.0%00.0%MedicalSOUNSoundHound AI$0$3,149,748 ▼-100.0%00.0%Computer and TechnologyPLPlanet Labs PBC$0$670,099 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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