test

Mark Saussy

Southeast Asset Advisors, Llc

Assets Managed
$912.54M
Holdings
217
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-13.35%(2Q avg: 0.67%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Southeast Asset Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 217 positions.

Assets under management

The assets under management (AUM) of Southeast Asset Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 912.54M in assets, with a quarterly growth rate of -13.35% and a 2-quarter average growth rate of 0.67%. The portfolio is managed by Mark Saussy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -3.34%
14.54%
$132.594M
276,700 shares@ $479.2 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.03%
13.25%
$120.887M
421,415 shares@ $286.87 avg price
CNX
Cnx Resources Corp
Recent Activity
Decreased -0.23%
10.2%
$92.989M
2.412M shares@ $38.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.86%
6.4%
$58.39M
230,071 shares@ $253.79 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 2.87%
3.43%
$31.231M
162,729 shares@ $191.93 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.14%
2.92%
$26.571M
44,467 shares@ $597.55 avg price
KO
Coca-cola Co The
Recent Activity
Decreased 0%
2.7%
$24.624M
323,789 shares@ $76.05 avg price
CVX
Chevron Corp
Recent Activity
Increased 0.04%
2.07%
$18.827M
90,994 shares@ $206.9 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.42%
1.73%
$15.728M
232,902 shares@ $67.54 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 8.25%
1.67%
$15.177M
44,909 shares@ $337.96 avg price

1-10 of 217