Asset Management Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Asset Management Advisors, LLC reported 18 stock positions worth $165.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 34.0% of the portfolio, followed by Brookfield (BN, 9.5%) and Williams Cos (WMB, 6.3%). Compared with Q3 2025, it added to 7 and reduced 10. The biggest buy was Carmax (KMX, shares +79%) and the biggest sale Brookfield Renewable Cor-A (BEPC, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0001596355
- Portfolio Value
- $165.3M (Q4 2025)
- SEC Filing
- 0001596355-26-000001 ↗ filed Jan 6, 2026
Holdings Value
Holdings 18 stocks · $165.3M
| BRK.B Berkshire Hathaway Inc. Class B | 33.99% | 111,796 | $56.2M | Reduce -0.7% |
| BN Brookfield Corp. | 9.48% | 341,414 | $15.7M | Reduce -0.2% |
| WMB Williams Cos Inc. | 6.31% | 173,674 | $10.4M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 6.27% | 33,145 | $10.4M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 5.61% | 115,441 | $9.3M | Reduce -0.2% |
| AAPL Apple Inc. | 5.51% | 33,513 | $9.1M | Reduce -0.1% |
| MU Micron Technology Inc. | 4.79% | 27,759 | $7.9M | Reduce -32.6% |
| ALLY Ally Financial Inc. | 4.56% | 166,305 | $7.5M | Add +0.1% |
| LEN Lennar Corp. Class A | 4.45% | 71,542 | $7.4M | Add +30.1% |
| BEPC Brookfield Renewable Cor-A | 4.42% | 190,710 | $7.3M | Reduce -37.0% |
| OXY Occidental Petroleum Corp. | 3.09% | 124,205 | $5.1M | Add +0.3% |
| VRSN Verisign Inc. | 2.99% | 20,340 | $4.9M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 2.96% | 120,306 | $4.9M | Add +2.1% |
| ACN Accenture PLC Class A | 2.83% | 17,460 | $4.7M | Add +3.6% |
| KMX Carmax Inc. | 1.91% | 81,749 | $3.2M | Add +79.5% |
| MRP Millrose Properties | 0.50% | 27,875 | $833K | Add +2.1% |
| VOOV Vanguard S&P 500 Value ETF | 0.17% | 1,353 | $277K | Reduce -12.6% |
| SO The Southern Co. | 0.16% | 3,000 | $262K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| BEPC Brookfield Renewable Cor-A | Reduce -37.0% | 4.42% | −1.94 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 33.99% | −0.57 |
| VRSN Verisign Inc. | Reduce -0.1% | 2.99% | −0.48 |
| WMB Williams Cos Inc. | Reduce -0.6% | 6.31% | −0.44 |
| BN Brookfield Corp. | Reduce -0.2% | 9.48% | −0.07 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -12.6% | 0.17% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 5.61% | +0.27 |
| AAPL Apple Inc. | Reduce -0.1% | 5.51% | +0.30 |
| MU Micron Technology Inc. | Reduce -32.6% | 4.79% | +0.59 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 6.27% | +1.35 |
Portfolio Buys Q3 2025 → Q4 2025
| KMX Carmax Inc. | Add +79.5% | 1.91% | +0.66 |
| ALLY Ally Financial Inc. | Add +0.1% | 4.56% | +0.58 |
| ACN Accenture PLC Class A | Add +3.6% | 2.83% | +0.30 |
| LEN Lennar Corp. Class A | Add +30.1% | 4.45% | +0.22 |
| MRP Millrose Properties | Add +2.1% | 0.50% | −0.06 |
| VZ Verizon Communications Inc. | Add +2.1% | 2.96% | −0.20 |
| OXY Occidental Petroleum Corp. | Add +0.3% | 3.09% | −0.48 |
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 |