LEE DANNER & BASS INC
•CIK: 939219•Filing: Q4 2025
**LEE DANNER & BASS INC** manages $1.4B across a diversified portfolio of 234 positions. The fund exhibits significant conviction in healthcare and industrials, evidenced by the top holding in HCA at $181.1M. Core technology and financial sector exposure is maintained through substantial allocations to BRK/B ($133.1M), GOOG ($63.8M), and AAPL ($60.0M). This concentrated approach suggests a focus on established market leaders across defensive and growth sectors.
Total AUM
$1.4B
QoQ Performance
+1.5%
Positions
234
Top 10 Concentration
45.4%
Latest Filing
Q4 2025
Top Holdings Allocation
HCA
BRK/B
HCA13.0%
BRK/B9.5%
GOOG4.6%
AAPL4.3%
MSFT3.3%
AMZN2.6%
GS2.2%
ACN2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.8%
Technology19.7%
Financial16.5%
Industrial6.9%
Consumer6.5%
Healthcare5.6%
Energy1.8%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
+31 more exited positions
Changes from Q3 2025
NEW3 new positions
↑56 increased
↓93 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023