13F filer
Lee Danner & Bass
13F Value
$1.71B
Positions
247
Top Position
HCA9.7%
Top 5
28.9%
Latest filing changes
vs Jun 30, 2026Holdings247
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HCA | 9.7% | $165.4M | -0.7% | 387.6K | 8.8% | Common Stock | |
| 2 | BRK.BFiling details
|
7.2% | $122.8M | -4.8% | 246.6K | 7.5% | Common Stock | |
| 3 | AAPL | 4.2% | $71.3M | -1.7% | 214.2K | 3.6% | Common Stock | |
| 4 | CXW | 4.0% | $67.8M | -1.9% | 2.10M | 3.8% | Common Stock | |
| 5 | GOOG | 3.9% | $65.8M | -1.9% | 193.2K | 4.0% | Common Stock | |
| 6 | VSAT | 3.3% | $56.8M | -1.6% | 807.4K | 4.3% | Common Stock | |
| 7 | MSFT | 2.9% | $50.1M | +6.8% | 97.6K | 2.0% | Common Stock | |
| 8 | AMZN | 2.3% | $39.8M | +0.6% | 159.8K | 2.2% | Common Stock | |
| 9 | AEM | 2.2% | $37.3M | -2.1% | 203.5K | 1.9% | Common Stock | |
| 10 | URI | 1.8% | $31.6M | -1.2% | 31.5K | 2.1% | Common Stock | |
| 11 | GS | 1.8% | $30.9M | -1.2% | 34.4K | 2.0% | Common Stock | |
| 12 | CAT | 1.6% | $27.3M | -0.8% | 33.7K | 2.1% | Common Stock | |
| 13 | INTC | 1.6% | $27.0M | -0.9% | 224.9K | 1.8% | Common Stock | |
| 14 | JNJ | 1.6% | $27.0M | -0.1% | 102.0K | 1.5% | Common Stock | |
| 15 | RTX | 1.5% | $24.9M | -0.4% | 134.0K | 1.5% | Common Stock | |
| 16 | XOMFiling details
|
1.4% | $23.2M | — | 142.6K | 1.1% | — | Common Stock |
| 17 | V | 1.4% | $23.2M | -0.8% | 64.5K | 1.3% | Common Stock | |
| 18 | EHC | 1.3% | $22.2M | — | 183.0K | 1.1% | Common Stock | |
| 19 | TIGO | 1.2% | $21.2M | — | 243.0K | 1.3% | Common Stock | |
| 20 | GEO | 1.2% | $20.9M | — | 685.5K | 1.2% | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing6
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.