LEE DANNER & BASS INC

PrivateCIK: 939219
Location

NASHVILLE, TN

246
Positions
$1.59B
Total AUM (reported)
22.15M
Total Shares

Allocation by class

TOTAL AUM$1.59B246 positions
STOCK$1.51B94.9%
ETF$60.60M3.8%
REIT$11.81M0.7%
ADR$8.29M0.5%
CEF$547.3K0.0%

Portfolio Concentration

Top 323.1%4–1017.3%11–2519.4%Rest40.2%TOP 1040.4%0%100%
Top 3$367.80M23.1%
4–10$275.47M17.3%
11–25$308.90M19.4%
Rest$639.76M40.2%

Top 3 weight

23.1%

Top 10 weight

40.4%

Voting Authority Distribution

Total shares with voting rights: 22.15M

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

22.15M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole246
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings246
Rows:

HCA HEALTHCARE INC

SOLE
Stock
Shares387.38K
TypeSH
Market value$183.32M
11.52%
Sole
0.00
Shared
0.00
None
387.38K

BERKSHIRE HATHAWAY INC. CLASS B

SOLE
Stock
Shares263.99K
TypeSH
Market value$126.50M
7.95%
Sole
0.00
Shared
0.00
None
263.98K

ALPHABET INC. CLASS C

SOLE
Stock
Shares202.11K
TypeSH
Market value$57.98M
3.64%
Sole
0.00
Shared
0.00
None
202.11K

APPLE INC.

SOLE
Stock
Shares222.33K
TypeSH
Market value$56.43M
3.54%
Sole
0.00
Shared
0.00
None
222.33K

AGNICO EAGLE MINES LIMITED

SOLE
Stock
Shares213.12K
TypeSH
Market value$43.26M
2.72%
Sole
0.00
Shared
0.00
None
213.12K

CORECIVIC, INC.

SOLE
Stock
Shares2.17M
TypeSH
Market value$41.10M
2.58%
Sole
0.00
Shared
0.00
None
2.17M

VIASAT, INC.

SOLE
Stock
Shares832.92K
TypeSH
Market value$38.15M
2.40%
Sole
0.00
Shared
0.00
None
832.92K

MICROSOFT CORPORATION

SOLE
Stock
Shares91.91K
TypeSH
Market value$34.02M
2.14%
Sole
0.00
Shared
0.00
None
91.91K

AMAZON.COM, INC.

SOLE
Stock
Shares158.85K
TypeSH
Market value$33.08M
2.08%
Sole
0.00
Shared
0.00
None
158.85K

GOLDMAN SACHS GROUP, INC.

SOLE
Stock
Shares34.79K
TypeSH
Market value$29.43M
1.85%
Sole
0.00
Shared
0.00
None
34.79K

RTX CORPORATION

SOLE
Stock
Shares134.76K
TypeSH
Market value$26.00M
1.63%
Sole
0.00
Shared
0.00
None
134.76K

CATERPILLAR INC.

SOLE
Stock
Shares36.28K
TypeSH
Market value$25.71M
1.61%
Sole
0.00
Shared
0.00
None
36.28K

EXXON MOBIL CORPORATION

SOLE
Stock
Shares150.99K
TypeSH
Market value$25.62M
1.61%
Sole
0.00
Shared
0.00
None
150.99K

JOHNSON & JOHNSON

SOLE
Stock
Shares103.06K
TypeSH
Market value$25.19M
1.58%
Sole
0.00
Shared
0.00
None
103.06K

UNITED RENTALS, INC.

SOLE
Stock
Shares32.27K
TypeSH
Market value$23.51M
1.48%
Sole
0.00
Shared
0.00
None
32.27K

FEDEX CORPORATION

SOLE
Stock
Shares58.67K
TypeSH
Market value$20.90M
1.31%
Sole
0.00
Shared
0.00
None
58.67K

ACCENTURE PLC CLASS A

SOLE
Stock
Shares103.88K
TypeSH
Market value$20.60M
1.29%
Sole
0.00
Shared
0.00
None
103.88K

VISA INC. CLASS A

SOLE
Stock
Shares65.30K
TypeSH
Market value$19.74M
1.24%
Sole
0.00
Shared
0.00
None
65.30K

LOEWS CORPORATION

SOLE
Stock
Shares173.96K
TypeSH
Market value$18.57M
1.17%
Sole
0.00
Shared
0.00
None
173.96K

MILLICOM INTL CELLULAR S A

SOLE
Stock
Shares243K
TypeSH
Market value$18.21M
1.14%
Sole
0.00
Shared
0.00
None
243K

PINNACLE FINANCIAL PARTNERS, INC.

SOLE
Stock
Shares208.68K
TypeSH
Market value$17.98M
1.13%
Sole
0.00
Shared
0.00
None
208.68K

BROOKDALE SENIOR LIVING INC.

SOLE
Stock
Shares1.30M
TypeSH
Market value$17.85M
1.12%
Sole
0.00
Shared
0.00
None
1.30M

ENCOMPASS HEALTH CORP

SOLE
Stock
Shares183K
TypeSH
Market value$17.70M
1.11%
Sole
0.00
Shared
0.00
None
183K

LOWE'S COMPANIES, INC.

SOLE
Stock
Shares69.92K
TypeSH
Market value$16.52M
1.04%
Sole
0.00
Shared
0.00
None
69.92K

WALMART INC.

SOLE
Stock
Shares119.28K
TypeSH
Market value$14.82M
0.93%
Sole
0.00
Shared
0.00
None
119.28K
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