Filed: 5/2/2025ACC: 0001729673-25-000005
📋 What this filing means
DDD PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $823.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$823.07M
Total AUM (reported)
12.90M
Total Shares
Allocation by class
COM$558.49M67.9%
CL B NEW$69.72M8.5%
SHS$40.40M4.9%
CL A$27.24M3.3%
CL B$20.47M2.5%
SHS - A -$20.10M2.4%
CAP STK CL C$16.49M2.0%
Portfolio Concentration
Top 3$155.30M18.9%
4–10$177.31M21.5%
11–25$291.40M35.4%
Rest$199.05M24.2%
Top 3 weight
18.9%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 12.90M
Sole
Full voting authority
12.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole102
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings102
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares130.91K
TypeSH
Market value$69.72M
8.47%
Sole
130.91K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares135.78K
TypeSH
Market value$50.97M
6.19%
Sole
135.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares155.84K
TypeSH
Market value$34.62M
4.21%
Sole
155.84K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares171.58K
TypeSH
Market value$32.64M
3.97%
Sole
171.58K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares81.42K
TypeSH
Market value$24.59M
2.99%
Sole
81.42K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares25.81K
TypeSH
Market value$24.41M
2.97%
Sole
25.81K
Shared
0.00
None
0.00
OLD REP INTL CORP
SOLEShares620.57K
TypeSH
Market value$24.34M
2.96%
Sole
620.57K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares145.27K
TypeSH
Market value$24.09M
2.93%
Sole
145.27K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares641.23K
TypeSH
Market value$23.66M
2.87%
Sole
641.23K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares112.52K
TypeSH
Market value$23.58M
2.86%
Sole
112.52K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares251.58K
TypeSH
Market value$23.13M
2.81%
Sole
251.58K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares138.27K
TypeSH
Market value$23.13M
2.81%
Sole
138.27K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares247.34K
TypeSH
Market value$22.23M
2.70%
Sole
247.34K
Shared
0.00
None
0.00
GENERAL MLS INC
SOLEShares364.85K
TypeSH
Market value$21.81M
2.65%
Sole
364.85K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares351.10K
TypeSH
Market value$21.67M
2.63%
Sole
351.10K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares186.07K
TypeSH
Market value$20.47M
2.49%
Sole
186.07K
Shared
0.00
None
0.00
LYONDELLBASELL INDUSTRIES N
SOLEShares285.52K
TypeSH
Market value$20.10M
2.44%
Sole
285.52K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares59.21K
TypeSH
Market value$18.56M
2.25%
Sole
59.21K
Shared
0.00
None
0.00
NORTHWEST PIPE CO
SOLEShares448.52K
TypeSH
Market value$18.52M
2.25%
Sole
448.52K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares119.26K
TypeSH
Market value$18.32M
2.23%
Sole
119.26K
Shared
0.00
None
0.00
INMODE LTD
SOLEShares989.90K
TypeSH
Market value$17.56M
2.13%
Sole
989.90K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares516.02K
TypeSH
Market value$16.97M
2.06%
Sole
516.02K
Shared
0.00
None
0.00
TARGET CORP
SOLEShares160.72K
TypeSH
Market value$16.77M
2.04%
Sole
160.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares105.53K
TypeSH
Market value$16.49M
2.00%
Sole
105.53K
Shared
0.00
None
0.00
ELANCO ANIMAL HEALTH INC
SOLEShares1.49M
TypeSH
Market value$15.68M
1.90%
Sole
1.49M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 130.91K | SH | $69.72M 8.47% | 130.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 135.78K | SH | $50.97M 6.19% | 135.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 155.84K | SH | $34.62M 4.21% | 155.84K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 171.58K | SH | $32.64M 3.97% | 171.58K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 81.42K | SH | $24.59M 2.99% | 81.42K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 25.81K | SH | $24.41M 2.97% | 25.81K | 0.00 | 0.00 |
OLD REP INTL CORPSOLE | COM | 620.57K | SH | $24.34M 2.96% | 620.57K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 145.27K | SH | $24.09M 2.93% | 145.27K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 641.23K | SH | $23.66M 2.87% | 641.23K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 112.52K | SH | $23.58M 2.86% | 112.52K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 251.58K | SH | $23.13M 2.81% | 251.58K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 138.27K | SH | $23.13M 2.81% | 138.27K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 247.34K | SH | $22.23M 2.70% | 247.34K | 0.00 | 0.00 |
GENERAL MLS INCSOLE | COM | 364.85K | SH | $21.81M 2.65% | 364.85K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 351.10K | SH | $21.67M 2.63% | 351.10K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 186.07K | SH | $20.47M 2.49% | 186.07K | 0.00 | 0.00 |
LYONDELLBASELL INDUSTRIES NSOLE | SHS - A - | 285.52K | SH | $20.10M 2.44% | 285.52K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 59.21K | SH | $18.56M 2.25% | 59.21K | 0.00 | 0.00 |
NORTHWEST PIPE COSOLE | COM | 448.52K | SH | $18.52M 2.25% | 448.52K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 119.26K | SH | $18.32M 2.23% | 119.26K | 0.00 | 0.00 |
INMODE LTDSOLE | SHS | 989.90K | SH | $17.56M 2.13% | 989.90K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 516.02K | SH | $16.97M 2.06% | 516.02K | 0.00 | 0.00 |
TARGET CORPSOLE | COM | 160.72K | SH | $16.77M 2.04% | 160.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 105.53K | SH | $16.49M 2.00% | 105.53K | 0.00 | 0.00 |
ELANCO ANIMAL HEALTH INCSOLE | COM | 1.49M | SH | $15.68M 1.90% | 1.49M | 0.00 | 0.00 |
Page 1 of 5
…