Holders — by stockHoldings — by fund
LEE DANNER & BASS INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 939219
$1.73B
disclosed book value
250
positions
8.8%
largest position share
Positions, as of 2026-06-30
top 100 of 250 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | HCAHCA HEALTHCARE INC | 390,240 | $152.2M | 8.8% |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 258,858 | $129.5M | 7.5% |
| 3 | VSATVIASAT, INC. | 820,925 | $73.7M | 4.3% |
| 4 | GOOGALPHABET INC. CLASS C | 196,918 | $69.6M | 4% |
| 5 | CXWCORECIVIC, INC. | 2.1M | $65.2M | 3.8% |
| 6 | AAPLAPPLE INC. | 217,920 | $63.1M | 3.6% |
| 7 | AMZNAMAZON.COM, INC. | 158,824 | $37.9M | 2.2% |
| 8 | URIUNITED RENTALS, INC. | 31,925 | $36.2M | 2.1% |
| 9 | CATCATERPILLAR INC. | 33,931 | $36.1M | 2.1% |
| 10 | GSGOLDMAN SACHS GROUP, INC. | 34,795 | $35.2M | 2% |
| 11 | MSFTMICROSOFT CORPORATION | 91,411 | $34.1M | 2% |
| 12 | AEMAGNICO EAGLE MINES LIMITED | 207,996 | $32.3M | 1.9% |
| 13 | INTCINTEL CORPORATION | 227,005 | $31.7M | 1.8% |
| 14 | JNJJOHNSON & JOHNSON | 102,191 | $26.0M | 1.5% |
| 15 | RTXRTX CORPORATION | 134,515 | $25.5M | 1.5% |
| 16 | VVISA INC. CLASS A | 65,033 | $22.3M | 1.3% |
| 17 | MILLICOM INTL CELLULAR S A | 243,000 | $22.1M | 1.3% |
| 18 | PNFPPINNACLE FINANCIAL PARTNERS, INC. | 208,944 | $21.1M | 1.2% |
| 19 | BKDBROOKDALE SENIOR LIVING INC. | 1.3M | $21.0M | 1.2% |
| 20 | GEOGEO GROUP INC | 685,500 | $20.3M | 1.2% |
| 21 | EXXON MOBIL CORPORATION | 144,891 | $19.8M | 1.1% |
| 22 | EHCENCOMPASS HEALTH CORP | 183,000 | $18.5M | 1.1% |
| 23 | FDXFEDEX CORPORATION | 58,245 | $18.2M | 1.1% |
| 24 | CMPCOMPASS MINERALS INTERNATIONAL, INC. | 580,750 | $18.1M | 1% |
| 25 | LLOEWS CORPORATION | 155,408 | $17.6M | 1% |
| 26 | NVDANVIDIA CORPORATION | 82,776 | $16.6M | 1% |
| 27 | SYYSYSCO CORPORATION | 189,625 | $15.8M | 0.9% |
| 28 | LOWLOWE'S COMPANIES, INC. | 69,763 | $15.4M | 0.9% |
| 29 | ACCENTURE PLC CLASS A | 110,743 | $13.8M | 0.8% |
| 30 | PMPHILIP MORRIS INTERNATIONAL INC. | 73,284 | $13.3M | 0.8% |
| 31 | WMTWALMART INC. | 116,785 | $13.2M | 0.8% |
| 32 | METAMETA PLATFORMS INC CLASS A | 23,456 | $13.2M | 0.8% |
| 33 | UPSUNITED PARCEL SERVICE, INC. CLASS B | 120,291 | $12.9M | 0.7% |
| 34 | TEJON RANCH CO. | 675,425 | $12.6M | 0.7% |
| 35 | PGPROCTER & GAMBLE COMPANY | 85,809 | $12.6M | 0.7% |
| 36 | MRKMERCK & CO., INC. | 89,248 | $11.5M | 0.7% |
| 37 | DISWALT DISNEY COMPANY | 117,398 | $11.3M | 0.7% |
| 38 | RSGREPUBLIC SERVICES, INC. | 53,009 | $11.3M | 0.7% |
| 39 | MEDTRONIC PLC | 141,701 | $11.1M | 0.6% |
| 40 | MDLZMONDELEZ INTERNATIONAL, INC. CLASS A | 179,785 | $10.4M | 0.6% |
| 41 | GHCGRAHAM HOLDINGS CO. CLASS B | 8,750 | $10.0M | 0.6% |
| 42 | ORCLORACLE CORPORATION | 66,943 | $9.8M | 0.6% |
| 43 | BACBANK OF AMERICA CORP | 168,008 | $9.6M | 0.6% |
| 44 | CSCOCISCO SYSTEMS, INC. | 79,392 | $9.3M | 0.5% |
| 45 | JPMJPMORGAN CHASE & CO. | 28,116 | $9.2M | 0.5% |
| 46 | HDHOME DEPOT, INC. | 25,966 | $9.2M | 0.5% |
| 47 | CCJCAMECO CORP | 85,000 | $8.7M | 0.5% |
| 48 | IRMIRON MOUNTAIN, INC. | 66,834 | $8.4M | 0.5% |
| 49 | HALHALLIBURTON COMPANY | 244,678 | $8.3M | 0.5% |
| 50 | UNHUNITEDHEALTH GROUP INCORPORATED | 19,547 | $8.1M | 0.5% |
| 51 | AMGNAMGEN INC. | 21,832 | $7.9M | 0.5% |
| 52 | AGIALAMOS GOLD INC. | 260,000 | $7.9M | 0.5% |
| 53 | RFREGIONS FINANCIAL CORPORATION | 257,640 | $7.8M | 0.4% |
| 54 | JEFJEFFERIES FINANCIAL GROUP INC. | 139,811 | $7.0M | 0.4% |
| 55 | SRESEMPRA | 73,435 | $6.8M | 0.4% |
| 56 | WHITE MOUNTAINS INSURANCE GROUP LTD | 3,253 | $6.7M | 0.4% |
| 57 | GOOGLALPHABET INC. CLASS A | 18,126 | $6.5M | 0.4% |
| 58 | SIMPLIFY HEALTH CARE ETF | 163,962 | $6.4M | 0.4% |
| 59 | BNBROOKFIELD CORPORATION | 148,998 | $6.3M | 0.4% |
| 60 | DHRDANAHER CORPORATION | 32,492 | $6.2M | 0.4% |
| 61 | SLBSCHLUMBERGER LIMITED | 132,974 | $6.2M | 0.4% |
| 62 | BED BATH & BEYOND, INC. | 1.1M | $6.2M | 0.4% |
| 63 | BABOEING COMPANY | 27,946 | $6.0M | 0.3% |
| 64 | SYKSTRYKER CORPORATION | 18,982 | $6.0M | 0.3% |
| 65 | VTOLBRISTOW GROUP INC | 141,000 | $5.8M | 0.3% |
| 66 | MMM3M COMPANY | 35,820 | $5.8M | 0.3% |
| 67 | KOCOCA-COLA COMPANY | 71,218 | $5.8M | 0.3% |
| 68 | ADTADT, INC. | 839,827 | $5.5M | 0.3% |
| 69 | VITESSE ENERGY, INC. | 337,470 | $5.3M | 0.3% |
| 70 | IJRISHARES CORE S&P SMALL CAP ETF | 35,413 | $5.3M | 0.3% |
| 71 | ABBVABBVIE, INC. | 20,843 | $5.2M | 0.3% |
| 72 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 87,479 | $5.2M | 0.3% |
| 73 | PANWPALO ALTO NETWORKS, INC. | 15,308 | $5.2M | 0.3% |
| 74 | NOVNOV INC. | 280,800 | $5.2M | 0.3% |
| 75 | HONEYWELL INTERNATIONAL INC. | 22,383 | $5.0M | 0.3% |
| 76 | CVSCVS HEALTH CORPORATION | 47,941 | $5.0M | 0.3% |
| 77 | HONEYWELL AEROSPACE INC | 22,383 | $4.9M | 0.3% |
| 78 | CVXCHEVRON CORPORATION | 29,808 | $4.9M | 0.3% |
| 79 | TRVTRAVELERS COMPANIES, INC. | 14,490 | $4.8M | 0.3% |
| 80 | ISHARES U.S. INSURANCE ETF | 33,880 | $4.8M | 0.3% |
| 81 | SBUXSTARBUCKS CORPORATION | 46,341 | $4.7M | 0.3% |
| 82 | FISVFISERV, INC. | 94,327 | $4.6M | 0.3% |
| 83 | LUMNLUMEN TECHNOLOGIES, INC. | 601,690 | $4.6M | 0.3% |
| 84 | WFCWELLS FARGO & COMPANY | 55,555 | $4.6M | 0.3% |
| 85 | FEDEX FREIGHT HOLDING CO INC | 29,054 | $4.4M | 0.3% |
| 86 | CLFCLEVELAND-CLIFFS INC | 452,000 | $4.2M | 0.2% |
| 87 | HSICHENRY SCHEIN, INC. | 50,025 | $4.2M | 0.2% |
| 88 | SCHWCHARLES SCHWAB CORP | 44,074 | $4.1M | 0.2% |
| 89 | ABTABBOTT LABORATORIES | 43,914 | $4.0M | 0.2% |
| 90 | SCRIPPS E W CO OHIO CL A NEW | 1.4M | $3.9M | 0.2% |
| 91 | OCOWENS CORNING | 24,575 | $3.9M | 0.2% |
| 92 | MTBM&T BANK CORPORATION | 15,819 | $3.8M | 0.2% |
| 93 | CRMSALESFORCE, INC. | 23,855 | $3.7M | 0.2% |
| 94 | MCDMCDONALD'S CORPORATION | 13,554 | $3.7M | 0.2% |
| 95 | NHINATIONAL HEALTH INVESTORS, INC. | 47,220 | $3.6M | 0.2% |
| 96 | IBMINTERNATIONAL BUSINESS MACHINES CORPORATION | 12,649 | $3.6M | 0.2% |
| 97 | TPRTAPESTRY, INC. | 21,976 | $3.2M | 0.2% |
| 98 | OIHVANECK OIL SERVICES ETF | 8,448 | $3.1M | 0.2% |
| 99 | TFCTRUIST FINANCIAL CORPORATION | 60,722 | $3.0M | 0.2% |
| 100 | DALDELTA AIR LINES, INC. | 31,827 | $3.0M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.