EdgeMarket › What Lee Danner & Bass Inc reported owning
What Lee Danner & Bass Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
246Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| HCA HCA Healthcare, Inc. | 183.3M | 11.5% | 387.4K | 429.19 | +4.6% |
| unmapped CUSIP 084670702 | 126.5M | 7.9% | 264.0K | — | — |
| GOOG Alphabet Inc. | 58.0M | 3.6% | 202.1K | 341.75 | +70.7% |
| AAPL Apple Inc. | 56.4M | 3.5% | 222.3K | 309.35 | +36.9% |
| AEM AGNICO EAGLE MINES LTD | 43.3M | 2.7% | 213.1K | 216.06 | +60.4% |
| CXW CoreCivic, Inc. | 41.1M | 2.6% | 2.2M | 34.01 | +62.1% |
| VSAT VIASAT INC | 38.1M | 2.4% | 832.9K | 74.72 | +187.7% |
| MSFT MICROSOFT CORP | 34.0M | 2.1% | 91.9K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 33.1M | 2.1% | 158.9K | 258.63 | +15.6% |
| GS GOLDMAN SACHS GROUP INC | 29.4M | 1.8% | 34.8K | 1,039.28 | +44.2% |
| RTX RTX Corp | 26.0M | 1.6% | 134.8K | 209.91 | +34.1% |
| CAT CATERPILLAR INC | 25.7M | 1.6% | 36.3K | 827.90 | +96.8% |
| XOM ExxonMobil Holdings Corp | 25.6M | 1.6% | 151.0K | 165.11 | +52.1% |
| JNJ JOHNSON & JOHNSON | 25.2M | 1.6% | 103.1K | 270.24 | +51.1% |
| URI UNITED RENTALS, INC. | 23.5M | 1.5% | 32.3K | 1,098.51 | +21.8% |
| FDX FEDEX CORP | 20.9M | 1.3% | 58.7K | 325.08 | +43.1% |
| ACN Accenture plc | 20.6M | 1.3% | 103.9K | 185.28 | -27.4% |
| V VISA INC. | 19.7M | 1.2% | 65.3K | 371.04 | +7.9% |
| L LOEWS CORP | 18.6M | 1.2% | 174.0K | 109.83 | +13.6% |
| TIGO MILLICOM INTERNATIONAL CELLULAR SA | 18.2M | 1.1% | 243.0K | 93.68 | +106.4% |
| PNFP Pinnacle Financial Partners, Inc. | 18.0M | 1.1% | 208.7K | 102.26 | +10.1% |
| BKD Brookdale Senior Living Inc. | 17.8M | 1.1% | 1.3M | 11.80 | +61.4% |
| EHC Encompass Health Corp | 17.7M | 1.1% | 183.0K | 120.31 | -2.6% |
| LOW LOWES COMPANIES INC | 16.5M | 1.0% | 69.9K | 216.09 | -16.0% |
| WMT Walmart Inc. | 14.8M | 0.9% | 119.3K | 103.70 | +1.1% |
| CMP COMPASS MINERALS INTERNATIONAL INC | 14.1M | 0.9% | 605.8K | 26.00 | +38.2% |
| NVDA NVIDIA CORP | 13.8M | 0.9% | 79.4K | 214.72 | +22.4% |
| SYY SYSCO CORP | 13.5M | 0.8% | 189.2K | 84.10 | +3.9% |
| META Meta Platforms, Inc. | 13.2M | 0.8% | 23.0K | 549.90 | -26.5% |
| TRC TEJON RANCH CO | 13.1M | 0.8% | 695.4K | 16.44 | -3.6% |
| PG PROCTER & GAMBLE Co | 12.4M | 0.8% | 86.1K | 144.68 | -9.3% |
| UPS UNITED PARCEL SERVICE INC | 12.1M | 0.8% | 123.2K | 102.01 | +17.3% |
| PM Philip Morris International Inc. | 12.1M | 0.8% | 73.2K | 188.23 | +8.9% |
| RSG REPUBLIC SERVICES, INC. | 11.8M | 0.7% | 53.7K | 220.67 | -6.5% |
| AGI ALAMOS GOLD INC | 11.6M | 0.7% | 260.0K | 37.86 | +42.8% |
| GEO GEO GROUP INC | 11.5M | 0.7% | 685.5K | 32.71 | +49.6% |
| DIS Walt Disney Co | 11.2M | 0.7% | 116.6K | 107.78 | -7.9% |
| MRK Merck & Co., Inc. | 10.8M | 0.7% | 90.0K | 152.55 | +80.2% |
| MDLZ Mondelez International, Inc. | 10.6M | 0.7% | 183.1K | 64.45 | +2.0% |
| MDT Medtronic plc | 10.5M | 0.7% | 121.4K | 93.35 | +0.1% |
| INTC INTEL CORP | 10.2M | 0.6% | 231.5K | 90.07 | +282.6% |
| HAL HALLIBURTON CO | 9.9M | 0.6% | 252.9K | 35.34 | +67.5% |
| GHC Graham Holdings Co | 9.7M | 0.6% | 9.2K | 1,166.93 | +9.3% |
| CCJ CAMECO CORP | 9.2M | 0.6% | 85.0K | 102.51 | +45.5% |
| ORCL ORACLE CORP | 8.9M | 0.6% | 60.7K | 146.47 | -37.7% |
| HON HONEYWELL INTERNATIONAL INC | 8.8M | 0.6% | 39.1K | 215.90 | -50.3% |
| HD HOME DEPOT, INC. | 8.4M | 0.5% | 25.4K | 335.61 | -16.5% |
| JPM JPMORGAN CHASE & CO | 8.3M | 0.5% | 28.1K | 351.58 | +20.3% |
| BAC BANK OF AMERICA CORP /DE/ | 8.2M | 0.5% | 168.5K | 61.69 | +27.6% |
| AMGN AMGEN INC | 7.7M | 0.5% | 22.0K | 439.33 | +48.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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