Sign In
test

Mark Smith

Lee Danner & Bass Inc

Assets Managed
$1.734B
Holdings
250
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.93%(2Q avg: 11.51%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lee Danner & Bass Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 250 positions.

Assets under management

The assets under management (AUM) of Lee Danner & Bass Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.734B in assets, with a quarterly growth rate of 8.93% and a 2-quarter average growth rate of 11.51%. The portfolio is managed by Mark Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
HCA
Hca Healthcare Inc
Recent Activity
Increased 0.74%
8.78%
$152.151M
390,240 shares@ $389.9 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.94%
7.48%
$129.53M
258,858 shares@ $500.39 avg price
VSAT
Viasat Inc
Recent Activity
Decreased -1.44%
4.26%
$73.727M
820,925 shares@ $89.81 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.56%
4.02%
$69.577M
196,918 shares@ $353.34 avg price
CXW
Corecivic Inc
Recent Activity
Decreased -1.31%
3.76%
$65.162M
2.145M shares@ $30.39 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.98%
3.64%
$63.057M
217,920 shares@ $289.36 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.01%
2.19%
$37.854M
158,824 shares@ $238.34 avg price
URI
United Rentals Inc
Recent Activity
Decreased -1.08%
2.09%
$36.168M
31,925 shares@ $1132.89 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -6.48%
2.09%
$36.133M
33,931 shares@ $1064.91 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Increased 0.03%
2.03%
$35.19M
34,795 shares@ $1011.36 avg price

1-10 of 250