test

Deidre Mraz

@Mraz, Amerine & Associates, Inc.

Latest period2024 - Q3ReportedManaged Assets$552.942MTotal holdings167
Assets growth rate13.62%Assets growth rate (2-Q avg)2.8%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mraz, Amerine & Associates, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 167 positions.

Assets under management

The assets under management (AUM) of Mraz, Amerine & Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 552.942M in assets, with a quarterly growth rate of 13.62% and a 2-quarter average growth rate of 2.8%. The portfolio is managed by Deidre Mraz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.28%
14.03%
$77.558M
168,510 shares@ $460.27 avg price
JEFJefferies Finl Group Inc
Recent Activity
Decreased -1.61%
6.09%
$33.623M
546,278 shares@ $61.56 avg price
ESGREnstar Group Limited
Recent Activity
Decreased -1.1%
5.96%
$32.903M
102,314 shares@ $321.59 avg price
LLoews Corp
Recent Activity
Decreased -0.6%
3.61%
$19.938M
252,226 shares@ $79.05 avg price
UHAL⤦U Haul Holding Company
Recent Activity
Decreased -0.83%
1.15%
$6.321M
87,798 shares@ $72.01 avg price
LEN.BLennar Corp
Recent Activity
Decreased -0.02%
0.95%
$5.226M
30,219 shares@ $172.95 avg price
NVRNvr Inc
Recent Activity
Decreased -0.65%
0.81%
$4.435M
452 shares@ $9811.81 avg price
RMTRoyce Micro-cap Tr Inc
Recent Activity
Decreased -1.89%
0.69%
$3.791M
394,480 shares@ $9.62 avg price
GHCGraham Hldgs Co
Recent Activity
Decreased -1.07%
0.59%
$3.25M
3,955 shares@ $821.79 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -1.6%
0.52%
$2.849M
57,069 shares@ $49.93 avg price