Filed: 10/29/2025ACC: 0000939219-25-000011
📋 What this filing means
LEE DANNER & BASS INC filed this quarterly 13F‑HR report disclosing 233 equity positions with a total reported market value of $1.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
233
Positions
$1.37B
Total AUM (reported)
12.14M
Total Shares
Allocation by class
STOCK$1.30B94.4%
ETF$58.52M4.3%
REIT$10.24M0.7%
ADR$7.61M0.6%
CEF$557.5K0.0%
Portfolio Concentration
Top 3$368.26M26.8%
4–10$241.00M17.5%
11–25$249.22M18.1%
Rest$515.92M37.5%
Top 3 weight
26.8%
Top 10 weight
44.3%
Voting Authority Distribution
Total shares with voting rights: 12.14M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole233
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings233
Rows:
HCA HEALTHCARE INC
SOLEShares393.65K
TypeSH
Market value$167.78M
12.21%
Sole
0.00
Shared
0.00
None
393.65K
BERKSHIRE HATHAWAY INC. CLASS B
SOLEShares284.70K
TypeSH
Market value$143.13M
10.41%
Sole
0.00
Shared
0.00
None
284.70K
APPLE INC.
SOLEShares225.23K
TypeSH
Market value$57.35M
4.17%
Sole
0.00
Shared
0.00
None
225.23K
ALPHABET INC. CLASS C
SOLEShares204.83K
TypeSH
Market value$49.89M
3.63%
Sole
0.00
Shared
0.00
None
204.83K
MICROSOFT CORPORATION
SOLEShares93.78K
TypeSH
Market value$48.57M
3.53%
Sole
0.00
Shared
0.00
None
93.78K
AMAZON.COM, INC.
SOLEShares154K
TypeSH
Market value$33.81M
2.46%
Sole
0.00
Shared
0.00
None
154K
UNITED RENTALS, INC.
SOLEShares32.57K
TypeSH
Market value$31.09M
2.26%
Sole
0.00
Shared
0.00
None
32.57K
GOLDMAN SACHS GROUP, INC.
SOLEShares35.30K
TypeSH
Market value$28.11M
2.05%
Sole
0.00
Shared
0.00
None
35.30K
ACCENTURE PLC CLASS A
SOLEShares106.92K
TypeSH
Market value$26.37M
1.92%
Sole
0.00
Shared
0.00
None
106.92K
RTX CORPORATION
SOLEShares138.42K
TypeSH
Market value$23.16M
1.69%
Sole
0.00
Shared
0.00
None
138.42K
AGNICO EAGLE MINES LIMITED
SOLEShares130K
TypeSH
Market value$21.91M
1.59%
Sole
0.00
Shared
0.00
None
130K
VISA INC. CLASS A
SOLEShares63.61K
TypeSH
Market value$21.71M
1.58%
Sole
0.00
Shared
0.00
None
63.60K
JOHNSON & JOHNSON
SOLEShares104.93K
TypeSH
Market value$19.46M
1.42%
Sole
0.00
Shared
0.00
None
104.93K
PINNACLE FINANCIAL PARTNERS, INC.
SOLEShares199.95K
TypeSH
Market value$18.75M
1.36%
Sole
0.00
Shared
0.00
None
199.95K
LOWE'S COMPANIES, INC.
SOLEShares70.75K
TypeSH
Market value$17.78M
1.29%
Sole
0.00
Shared
0.00
None
70.75K
CATERPILLAR INC.
SOLEShares36.09K
TypeSH
Market value$17.22M
1.25%
Sole
0.00
Shared
0.00
None
36.09K
EXXON MOBIL CORPORATION
SOLEShares152.32K
TypeSH
Market value$17.17M
1.25%
Sole
0.00
Shared
0.00
None
152.32K
FISERV, INC.
SOLEShares127.30K
TypeSH
Market value$16.41M
1.19%
Sole
0.00
Shared
0.00
None
127.30K
LOEWS CORPORATION
SOLEShares156.39K
TypeSH
Market value$15.70M
1.14%
Sole
0.00
Shared
0.00
None
156.39K
SYSCO CORPORATION
SOLEShares184.38K
TypeSH
Market value$15.18M
1.10%
Sole
0.00
Shared
0.00
None
184.38K
NVIDIA CORPORATION
SOLEShares75.95K
TypeSH
Market value$14.17M
1.03%
Sole
0.00
Shared
0.00
None
75.95K
META PLATFORMS INC CLASS A
SOLEShares18.89K
TypeSH
Market value$13.87M
1.01%
Sole
0.00
Shared
0.00
None
18.89K
WALT DISNEY COMPANY
SOLEShares118.56K
TypeSH
Market value$13.58M
0.99%
Sole
0.00
Shared
0.00
None
118.56K
FEDEX CORPORATION
SOLEShares56.39K
TypeSH
Market value$13.30M
0.97%
Sole
0.00
Shared
0.00
None
56.39K
PROCTER & GAMBLE COMPANY
SOLEShares84.61K
TypeSH
Market value$13.00M
0.95%
Sole
0.00
Shared
0.00
None
84.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HCA HEALTHCARE INCSOLE | Stock | 393.65K | SH | $167.78M 12.21% | 0.00 | 0.00 | 393.65K |
BERKSHIRE HATHAWAY INC. CLASS BSOLE | Stock | 284.70K | SH | $143.13M 10.41% | 0.00 | 0.00 | 284.70K |
APPLE INC.SOLE | Stock | 225.23K | SH | $57.35M 4.17% | 0.00 | 0.00 | 225.23K |
ALPHABET INC. CLASS CSOLE | Stock | 204.83K | SH | $49.89M 3.63% | 0.00 | 0.00 | 204.83K |
MICROSOFT CORPORATIONSOLE | Stock | 93.78K | SH | $48.57M 3.53% | 0.00 | 0.00 | 93.78K |
AMAZON.COM, INC.SOLE | Stock | 154K | SH | $33.81M 2.46% | 0.00 | 0.00 | 154K |
UNITED RENTALS, INC.SOLE | Stock | 32.57K | SH | $31.09M 2.26% | 0.00 | 0.00 | 32.57K |
GOLDMAN SACHS GROUP, INC.SOLE | Stock | 35.30K | SH | $28.11M 2.05% | 0.00 | 0.00 | 35.30K |
ACCENTURE PLC CLASS ASOLE | Stock | 106.92K | SH | $26.37M 1.92% | 0.00 | 0.00 | 106.92K |
RTX CORPORATIONSOLE | Stock | 138.42K | SH | $23.16M 1.69% | 0.00 | 0.00 | 138.42K |
AGNICO EAGLE MINES LIMITEDSOLE | Stock | 130K | SH | $21.91M 1.59% | 0.00 | 0.00 | 130K |
VISA INC. CLASS ASOLE | Stock | 63.61K | SH | $21.71M 1.58% | 0.00 | 0.00 | 63.60K |
JOHNSON & JOHNSONSOLE | Stock | 104.93K | SH | $19.46M 1.42% | 0.00 | 0.00 | 104.93K |
PINNACLE FINANCIAL PARTNERS, INC.SOLE | Stock | 199.95K | SH | $18.75M 1.36% | 0.00 | 0.00 | 199.95K |
LOWE'S COMPANIES, INC.SOLE | Stock | 70.75K | SH | $17.78M 1.29% | 0.00 | 0.00 | 70.75K |
CATERPILLAR INC.SOLE | Stock | 36.09K | SH | $17.22M 1.25% | 0.00 | 0.00 | 36.09K |
EXXON MOBIL CORPORATIONSOLE | Stock | 152.32K | SH | $17.17M 1.25% | 0.00 | 0.00 | 152.32K |
FISERV, INC.SOLE | Stock | 127.30K | SH | $16.41M 1.19% | 0.00 | 0.00 | 127.30K |
LOEWS CORPORATIONSOLE | Stock | 156.39K | SH | $15.70M 1.14% | 0.00 | 0.00 | 156.39K |
SYSCO CORPORATIONSOLE | Stock | 184.38K | SH | $15.18M 1.10% | 0.00 | 0.00 | 184.38K |
NVIDIA CORPORATIONSOLE | Stock | 75.95K | SH | $14.17M 1.03% | 0.00 | 0.00 | 75.95K |
META PLATFORMS INC CLASS ASOLE | Stock | 18.89K | SH | $13.87M 1.01% | 0.00 | 0.00 | 18.89K |
WALT DISNEY COMPANYSOLE | Stock | 118.56K | SH | $13.58M 0.99% | 0.00 | 0.00 | 118.56K |
FEDEX CORPORATIONSOLE | Stock | 56.39K | SH | $13.30M 0.97% | 0.00 | 0.00 | 56.39K |
PROCTER & GAMBLE COMPANYSOLE | Stock | 84.61K | SH | $13.00M 0.95% | 0.00 | 0.00 | 84.61K |
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