Filed: 1/29/2026ACC: 0000939219-26-000002
📋 What this filing means
LEE DANNER & BASS INC filed this quarterly 13F‑HR report disclosing 234 equity positions with a total reported market value of $1.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
234
Positions
$1.40B
Total AUM (reported)
12.04M
Total Shares
Allocation by class
STOCK$1.32B94.3%
ETF$61.10M4.4%
REIT$10.21M0.7%
ADR$7.23M0.5%
CEF$583.0K0.0%
Portfolio Concentration
Top 3$377.93M27.1%
4–10$251.84M18.0%
11–25$253.12M18.1%
Rest$512.42M36.7%
Top 3 weight
27.1%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 12.04M
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
12.04M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole234
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings234
Rows:
HCA HEALTHCARE INC
SOLEShares387.88K
TypeSH
Market value$181.08M
12.98%
Sole
0.00
Shared
0.00
None
387.88K
BERKSHIRE HATHAWAY INC. CLASS B
SOLEShares264.76K
TypeSH
Market value$133.08M
9.54%
Sole
0.00
Shared
0.00
None
264.76K
ALPHABET INC. CLASS C
SOLEShares203.19K
TypeSH
Market value$63.76M
4.57%
Sole
0.00
Shared
0.00
None
203.19K
APPLE INC.
SOLEShares220.71K
TypeSH
Market value$60.00M
4.30%
Sole
0.00
Shared
0.00
None
220.70K
MICROSOFT CORPORATION
SOLEShares95.32K
TypeSH
Market value$46.10M
3.30%
Sole
0.00
Shared
0.00
None
95.31K
AMAZON.COM, INC.
SOLEShares155.35K
TypeSH
Market value$35.86M
2.57%
Sole
0.00
Shared
0.00
None
155.35K
GOLDMAN SACHS GROUP, INC.
SOLEShares35.12K
TypeSH
Market value$30.87M
2.21%
Sole
0.00
Shared
0.00
None
35.12K
ACCENTURE PLC CLASS A
SOLEShares103.58K
TypeSH
Market value$27.79M
1.99%
Sole
0.00
Shared
0.00
None
103.58K
UNITED RENTALS, INC.
SOLEShares32.42K
TypeSH
Market value$26.24M
1.88%
Sole
0.00
Shared
0.00
None
32.42K
RTX CORPORATION
SOLEShares136.22K
TypeSH
Market value$24.98M
1.79%
Sole
0.00
Shared
0.00
None
136.22K
VISA INC. CLASS A
SOLEShares64.14K
TypeSH
Market value$22.49M
1.61%
Sole
0.00
Shared
0.00
None
64.14K
JOHNSON & JOHNSON
SOLEShares103.41K
TypeSH
Market value$21.40M
1.53%
Sole
0.00
Shared
0.00
None
103.41K
CATERPILLAR INC.
SOLEShares36.37K
TypeSH
Market value$20.84M
1.49%
Sole
0.00
Shared
0.00
None
36.37K
PINNACLE FINANCIAL PARTNERS, INC.
SOLEShares211.90K
TypeSH
Market value$20.22M
1.45%
Sole
0.00
Shared
0.00
None
211.90K
AGNICO EAGLE MINES LIMITED
SOLEShares115.79K
TypeSH
Market value$19.63M
1.41%
Sole
0.00
Shared
0.00
None
115.79K
EXXON MOBIL CORPORATION
SOLEShares150.83K
TypeSH
Market value$18.15M
1.30%
Sole
0.00
Shared
0.00
None
150.83K
FEDEX CORPORATION
SOLEShares59.46K
TypeSH
Market value$17.18M
1.23%
Sole
0.00
Shared
0.00
None
59.46K
LOWE'S COMPANIES, INC.
SOLEShares70.65K
TypeSH
Market value$17.04M
1.22%
Sole
0.00
Shared
0.00
None
70.65K
LOEWS CORPORATION
SOLEShares142.46K
TypeSH
Market value$15.00M
1.08%
Sole
0.00
Shared
0.00
None
142.46K
META PLATFORMS INC CLASS A
SOLEShares21.93K
TypeSH
Market value$14.48M
1.04%
Sole
0.00
Shared
0.00
None
21.93K
NVIDIA CORPORATION
SOLEShares77.28K
TypeSH
Market value$14.41M
1.03%
Sole
0.00
Shared
0.00
None
77.28K
WALMART INC.
SOLEShares119.97K
TypeSH
Market value$13.37M
0.96%
Sole
0.00
Shared
0.00
None
119.97K
SYSCO CORPORATION
SOLEShares180.98K
TypeSH
Market value$13.34M
0.96%
Sole
0.00
Shared
0.00
None
180.98K
WALT DISNEY COMPANY
SOLEShares116.95K
TypeSH
Market value$13.31M
0.95%
Sole
0.00
Shared
0.00
None
116.95K
PROCTER & GAMBLE COMPANY
SOLEShares85.70K
TypeSH
Market value$12.28M
0.88%
Sole
0.00
Shared
0.00
None
85.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HCA HEALTHCARE INCSOLE | Stock | 387.88K | SH | $181.08M 12.98% | 0.00 | 0.00 | 387.88K |
BERKSHIRE HATHAWAY INC. CLASS BSOLE | Stock | 264.76K | SH | $133.08M 9.54% | 0.00 | 0.00 | 264.76K |
ALPHABET INC. CLASS CSOLE | Stock | 203.19K | SH | $63.76M 4.57% | 0.00 | 0.00 | 203.19K |
APPLE INC.SOLE | Stock | 220.71K | SH | $60.00M 4.30% | 0.00 | 0.00 | 220.70K |
MICROSOFT CORPORATIONSOLE | Stock | 95.32K | SH | $46.10M 3.30% | 0.00 | 0.00 | 95.31K |
AMAZON.COM, INC.SOLE | Stock | 155.35K | SH | $35.86M 2.57% | 0.00 | 0.00 | 155.35K |
GOLDMAN SACHS GROUP, INC.SOLE | Stock | 35.12K | SH | $30.87M 2.21% | 0.00 | 0.00 | 35.12K |
ACCENTURE PLC CLASS ASOLE | Stock | 103.58K | SH | $27.79M 1.99% | 0.00 | 0.00 | 103.58K |
UNITED RENTALS, INC.SOLE | Stock | 32.42K | SH | $26.24M 1.88% | 0.00 | 0.00 | 32.42K |
RTX CORPORATIONSOLE | Stock | 136.22K | SH | $24.98M 1.79% | 0.00 | 0.00 | 136.22K |
VISA INC. CLASS ASOLE | Stock | 64.14K | SH | $22.49M 1.61% | 0.00 | 0.00 | 64.14K |
JOHNSON & JOHNSONSOLE | Stock | 103.41K | SH | $21.40M 1.53% | 0.00 | 0.00 | 103.41K |
CATERPILLAR INC.SOLE | Stock | 36.37K | SH | $20.84M 1.49% | 0.00 | 0.00 | 36.37K |
PINNACLE FINANCIAL PARTNERS, INC.SOLE | Stock | 211.90K | SH | $20.22M 1.45% | 0.00 | 0.00 | 211.90K |
AGNICO EAGLE MINES LIMITEDSOLE | Stock | 115.79K | SH | $19.63M 1.41% | 0.00 | 0.00 | 115.79K |
EXXON MOBIL CORPORATIONSOLE | Stock | 150.83K | SH | $18.15M 1.30% | 0.00 | 0.00 | 150.83K |
FEDEX CORPORATIONSOLE | Stock | 59.46K | SH | $17.18M 1.23% | 0.00 | 0.00 | 59.46K |
LOWE'S COMPANIES, INC.SOLE | Stock | 70.65K | SH | $17.04M 1.22% | 0.00 | 0.00 | 70.65K |
LOEWS CORPORATIONSOLE | Stock | 142.46K | SH | $15.00M 1.08% | 0.00 | 0.00 | 142.46K |
META PLATFORMS INC CLASS ASOLE | Stock | 21.93K | SH | $14.48M 1.04% | 0.00 | 0.00 | 21.93K |
NVIDIA CORPORATIONSOLE | Stock | 77.28K | SH | $14.41M 1.03% | 0.00 | 0.00 | 77.28K |
WALMART INC.SOLE | Stock | 119.97K | SH | $13.37M 0.96% | 0.00 | 0.00 | 119.97K |
SYSCO CORPORATIONSOLE | Stock | 180.98K | SH | $13.34M 0.96% | 0.00 | 0.00 | 180.98K |
WALT DISNEY COMPANYSOLE | Stock | 116.95K | SH | $13.31M 0.95% | 0.00 | 0.00 | 116.95K |
PROCTER & GAMBLE COMPANYSOLE | Stock | 85.70K | SH | $12.28M 0.88% | 0.00 | 0.00 | 85.70K |
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