Filed: 1/31/2025ACC: 0001729673-25-000003
📋 What this filing means
DDD PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $813.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$813.74M
Total AUM (reported)
10.17M
Total Shares
Allocation by class
COM$574.77M70.6%
CL B NEW$61.70M7.6%
SHS$30.98M3.8%
COM NEW$26.90M3.3%
CL A$23.71M2.9%
CAP STK CL C$22.32M2.7%
TR UNIT$11.06M1.4%
Portfolio Concentration
Top 3$160.28M19.7%
4–10$179.28M22.0%
11–25$296.83M36.5%
Rest$177.35M21.8%
Top 3 weight
19.7%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 10.17M
Sole
Full voting authority
10.07M
shares
% of voting shares99.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
101.81K
shares
% of voting shares1.0%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeSole · 99.0% of voting shares
Institutional Holdings98
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares136.12K
TypeSH
Market value$61.70M
7.58%
Sole
134.47K
Shared
0.00
None
1.65K
MICROSOFT CORP
SOLEShares136.09K
TypeSH
Market value$57.36M
7.05%
Sole
129.20K
Shared
0.00
None
6.88K
APPLE INC
SOLEShares164.62K
TypeSH
Market value$41.22M
5.07%
Sole
158.63K
Shared
0.00
None
5.99K
AMAZON COM INC
SOLEShares182.13K
TypeSH
Market value$39.96M
4.91%
Sole
181.89K
Shared
0.00
None
234.00
COSTCO WHSL CORP NEW
SOLEShares26.15K
TypeSH
Market value$23.96M
2.94%
Sole
26.03K
Shared
0.00
None
114.00
CISCO SYS INC
SOLEShares401.56K
TypeSH
Market value$23.77M
2.92%
Sole
400.64K
Shared
0.00
None
912.00
CHUBB LIMITED
SOLEShares84.32K
TypeSH
Market value$23.30M
2.86%
Sole
84.14K
Shared
0.00
None
184.00
OLD REP INTL CORP
SOLEShares642.51K
TypeSH
Market value$23.25M
2.86%
Sole
641.17K
Shared
0.00
None
1.34K
CUMMINS INC
SOLEShares64.86K
TypeSH
Market value$22.61M
2.78%
Sole
64.73K
Shared
0.00
None
125.00
TARGET CORP
SOLEShares165.97K
TypeSH
Market value$22.44M
2.76%
Sole
165.65K
Shared
0.00
None
317.00
ALPHABET INC
SOLEShares117.20K
TypeSH
Market value$22.32M
2.74%
Sole
113.61K
Shared
0.00
None
3.59K
ABBVIE INC
SOLEShares125.34K
TypeSH
Market value$22.27M
2.74%
Sole
124.48K
Shared
0.00
None
868.00
BROADCOM INC
SOLEShares95.41K
TypeSH
Market value$22.12M
2.72%
Sole
95.23K
Shared
0.00
None
183.00
HONEYWELL INTL INC
SOLEShares97.47K
TypeSH
Market value$22.02M
2.71%
Sole
97.28K
Shared
0.00
None
188.00
NORTHWEST PIPE CO
SOLEShares451.61K
TypeSH
Market value$21.79M
2.68%
Sole
451.13K
Shared
0.00
None
475.00
GENERAL MLS INC
SOLEShares341.47K
TypeSH
Market value$21.78M
2.68%
Sole
340.82K
Shared
0.00
None
653.00
SOUTHERN CO
SOLEShares260.03K
TypeSH
Market value$21.41M
2.63%
Sole
259.53K
Shared
0.00
None
500.00
MEDTRONIC PLC
SOLEShares254.01K
TypeSH
Market value$20.29M
2.49%
Sole
253.53K
Shared
0.00
None
485.00
COMCAST CORP NEW
SOLEShares539.90K
TypeSH
Market value$20.26M
2.49%
Sole
538.79K
Shared
0.00
None
1.11K
QUALCOMM INC
SOLEShares123.31K
TypeSH
Market value$18.94M
2.33%
Sole
121.78K
Shared
0.00
None
1.53K
CHEVRON CORP NEW
SOLEShares126.76K
TypeSH
Market value$18.36M
2.26%
Sole
122.14K
Shared
0.00
None
4.62K
NVIDIA CORPORATION
SOLEShares130.16K
TypeSH
Market value$17.48M
2.15%
Sole
129.82K
Shared
0.00
None
340.00
EXPEDIA GROUP INC
SOLEShares87.75K
TypeSH
Market value$16.35M
2.01%
Sole
87.58K
Shared
0.00
None
168.00
RICHARDSON ELECTRS LTD
SOLEShares1.16M
TypeSH
Market value$16.30M
2.00%
Sole
1.16M
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares130.82K
TypeSH
Market value$15.14M
1.86%
Sole
130.57K
Shared
0.00
None
248.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 136.12K | SH | $61.70M 7.58% | 134.47K | 0.00 | 1.65K |
MICROSOFT CORPSOLE | COM | 136.09K | SH | $57.36M 7.05% | 129.20K | 0.00 | 6.88K |
APPLE INCSOLE | COM | 164.62K | SH | $41.22M 5.07% | 158.63K | 0.00 | 5.99K |
AMAZON COM INCSOLE | COM | 182.13K | SH | $39.96M 4.91% | 181.89K | 0.00 | 234.00 |
COSTCO WHSL CORP NEWSOLE | COM | 26.15K | SH | $23.96M 2.94% | 26.03K | 0.00 | 114.00 |
CISCO SYS INCSOLE | COM | 401.56K | SH | $23.77M 2.92% | 400.64K | 0.00 | 912.00 |
CHUBB LIMITEDSOLE | COM | 84.32K | SH | $23.30M 2.86% | 84.14K | 0.00 | 184.00 |
OLD REP INTL CORPSOLE | COM | 642.51K | SH | $23.25M 2.86% | 641.17K | 0.00 | 1.34K |
CUMMINS INCSOLE | COM | 64.86K | SH | $22.61M 2.78% | 64.73K | 0.00 | 125.00 |
TARGET CORPSOLE | COM | 165.97K | SH | $22.44M 2.76% | 165.65K | 0.00 | 317.00 |
ALPHABET INCSOLE | CAP STK CL C | 117.20K | SH | $22.32M 2.74% | 113.61K | 0.00 | 3.59K |
ABBVIE INCSOLE | COM | 125.34K | SH | $22.27M 2.74% | 124.48K | 0.00 | 868.00 |
BROADCOM INCSOLE | COM | 95.41K | SH | $22.12M 2.72% | 95.23K | 0.00 | 183.00 |
HONEYWELL INTL INCSOLE | COM | 97.47K | SH | $22.02M 2.71% | 97.28K | 0.00 | 188.00 |
NORTHWEST PIPE COSOLE | COM | 451.61K | SH | $21.79M 2.68% | 451.13K | 0.00 | 475.00 |
GENERAL MLS INCSOLE | COM | 341.47K | SH | $21.78M 2.68% | 340.82K | 0.00 | 653.00 |
SOUTHERN COSOLE | COM | 260.03K | SH | $21.41M 2.63% | 259.53K | 0.00 | 500.00 |
MEDTRONIC PLCSOLE | SHS | 254.01K | SH | $20.29M 2.49% | 253.53K | 0.00 | 485.00 |
COMCAST CORP NEWSOLE | CL A | 539.90K | SH | $20.26M 2.49% | 538.79K | 0.00 | 1.11K |
QUALCOMM INCSOLE | COM | 123.31K | SH | $18.94M 2.33% | 121.78K | 0.00 | 1.53K |
CHEVRON CORP NEWSOLE | COM | 126.76K | SH | $18.36M 2.26% | 122.14K | 0.00 | 4.62K |
NVIDIA CORPORATIONSOLE | COM | 130.16K | SH | $17.48M 2.15% | 129.82K | 0.00 | 340.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 87.75K | SH | $16.35M 2.01% | 87.58K | 0.00 | 168.00 |
RICHARDSON ELECTRS LTDSOLE | COM | 1.16M | SH | $16.30M 2.00% | 1.16M | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 130.82K | SH | $15.14M 1.86% | 130.57K | 0.00 | 248.00 |
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