StockDriftsStockDriftsTop 50 Lee Danner & Bass INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | 8.77% | 390.2K | $152.2M | +0.74%(+2.86K) | $66.56(+510.53%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.47% | 258.9K | $129.5M | -1.94%(-5.13K) | $95.79(+423.39%) | 2026-06-30 | |
| VSAT | VIASAT, INC. | 4.25% | 820.9K | $73.7M | -1.44%(-12.00K) | $37.14(+122.85%) | 2026-06-30 | |
| GOOG | ALPHABET INC. CLASS C | 4.01% | 196.9K | $69.6M | -2.57%(-5.19K) | $74.76(+358.31%) | 2026-06-30 | |
| CXW | CORECIVIC, INC. | 3.76% | 2.14M | $65.2M | -1.32%(-28.61K) | $18.70(+79.59%) | 2026-06-30 | |
| AAPL | APPLE INC. | 3.64% | 217.9K | $63.1M | -1.98%(-4.41K) | $50.10(+509.51%) | 2026-06-30 | |
| AMZN | AMAZON.COM, INC. | 2.18% | 158.8K | $37.9M | -0.02%(-31) | $83.90(+212.93%) | 2026-06-30 | |
| URI | UNITED RENTALS, INC. | 2.09% | 31.9K | $36.2M | -1.08%(-350) | $186.98(+518.31%) | 2026-06-30 | |
| CAT | CATERPILLAR INC. | 2.08% | 33.9K | $36.1M | -6.48%(-2.35K) | $97.58(+791.02%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP, INC. | 2.03% | 34.8K | $35.2M | +0.02%(+8) | $233.67(+348.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.66% | +58.79% | +12.13% | +77.22% |
| Top 20 Holdings Unweighted | +16.82% | +59.42% | +9.56% | +57.86% |
Lee Danner & Bass INC reports $1.73B in US-listed equity holdings across 250 positions in its most recent 13F filing. Its largest disclosed positions are HCA (8.8%), BRK.B (7.5%) and VSAT (4.3%). The top 20 holdings account for 55.07% of reported assets. Its disclosed equity book has returned +58.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lee Danner & Bass INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 939219). View Lee Danner & Bass INC’s 13F filings on SEC