Asset Management Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Asset Management Advisors, LLC reported 16 stock positions worth $146.8 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 40.9% of the portfolio, followed by Brookfield (BN, 8.2%) and Williams Cos (WMB, 7.2%). Compared with Q4 2024, it added to 9 and reduced 5. The biggest buy was Verisign (VRSN, shares +0%) and the biggest sale Carmax (KMX, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0001596355
- Portfolio Value
- $146.8M (Q1 2025)
- SEC Filing
- 0001596355-25-000002 ↗ filed Apr 8, 2025
Holdings Value
Holdings 16 stocks · $146.8M
| BRK.B Berkshire Hathaway Inc. Class B | 40.87% | 112,647 | $60.0M | Reduce -0.1% |
| BN Brookfield Corp. | 8.17% | 228,963 | $12.0M | Add +1.6% |
| WMB Williams Cos Inc. | 7.19% | 176,579 | $10.6M | Reduce -0.6% |
| BEPC Brookfield Renewable Cor-A | 5.80% | 304,920 | $8.5M | Add +0.5% |
| NEE Nextera Energy Inc. | 5.62% | 116,366 | $8.2M | Add +0.9% |
| AAPL Apple Inc. | 5.14% | 33,962 | $7.5M | Add +0.3% |
| VRSN Verisign Inc. | 5.06% | 29,235 | $7.4M | Add +0.1% |
| LEN Lennar Corp. Class A | 4.31% | 55,122 | $6.3M | Add +3.3% |
| ALLY Ally Financial Inc. | 4.19% | 168,760 | $6.2M | Add +1.0% |
| OXY Occidental Petroleum Corp. | 4.14% | 123,045 | $6.1M | Add +1.4% |
| VZ Verizon Communications Inc. | 3.76% | 121,796 | $5.5M | Reduce -0.1% |
| MU Micron Technology Inc. | 2.45% | 41,456 | $3.6M | No change |
| KMX Carmax Inc. | 2.42% | 45,579 | $3.6M | Reduce -12.1% |
| MRP Millrose Properties | 0.49% | 27,202 | $721K | Add +2.0% |
| VOOV Vanguard S&P 500 Value ETF | 0.20% | 1,598 | $294K | Reduce -0.2% |
| SO The Southern Co. | 0.19% | 3,000 | $276K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| VRSN Verisign Inc. | Add +0.1% | 5.06% | +0.66 |
| MRP Millrose Properties | Add +2.0% | 0.49% | −0.02 |
| ALLY Ally Financial Inc. | Add +1.0% | 4.19% | −0.19 |
| OXY Occidental Petroleum Corp. | Add +1.4% | 4.14% | −0.23 |
| BEPC Brookfield Renewable Cor-A | Add +0.5% | 5.80% | −0.32 |
| NEE Nextera Energy Inc. | Add +0.9% | 5.62% | −0.40 |
| LEN Lennar Corp. Class A | Add +3.3% | 4.31% | −0.99 |
| AAPL Apple Inc. | Add +0.3% | 5.14% | −1.04 |
| BN Brookfield Corp. | Add +1.6% | 8.17% | −1.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $180.8M | BRK.B, MU, BN, WMB, GOOGL |
| Q1 2026 | 19 | $165.3M | BRK.B, BN, WMB, NEE, GOOGL |
| Q4 2025 | 18 | $165.3M | BRK.B, BN, WMB, GOOGL, NEE |
| Q3 2025 | 18 | $163.9M | BRK.B, BN, WMB, BEPC, NEE |
| Q2 2025 | 17 | $148.9M | BRK.B, BN, WMB, BEPC, NEE |
| Q1 2025 | 16 | $146.8M | BRK.B, BN, WMB, BEPC, NEE |
| Q4 2024 | 15 | $137.3M | BRK.B, BN, WMB, AAPL, BEPC |
| Q3 2024 | 16 | $143.2M | BRK.B, BN, LEN, NEE, AAPL |
| Q2 2024 | 17 | $131.0M | BRK.B, AAPL, NEE, LEN, WMB |
| Q1 2024 | 16 | $128.8M | BRK.B, LEN, AAPL, OXY, NEE |