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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
PTENPatterson-uti Energy Inc
Recent Activity
Exited
0%
$120,694
11,650 shares@ $10.36 avg price
TPHSTrinity Pl Hldgs Inc
Recent Activity
Exited
0%
$1,588
13,572 shares@ $0.12 avg price