Fund HoldingsINVESTMENT MANAGEMENT ASSOCIATES INC /ADV

Total Portfolio Value
$229.01M
Total Bought
$10.13M
Total Sold
$39.11M
Net Transaction
-$28.97M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACK STONE MINERALS L P(BSM)1,180,2201,544,182+363,96217,82122,5459.84%+4,724
INTERNATIONAL MNY EXPRESS IN882,702899,232+16,53016,32118,7318.18%+2,410
MCKESSON CORP(MCK)27,67526,398-1,27713,68315,0456.57%+1,361
ENTERPRISE PRODS PARTNERS L(EPD)546,414538,824-7,59015,90616,8987.38%+991
TRIUMPH FINANCIAL INC100,17697,237-2,9397,9688,8373.86%+869
HUNTINGTON INGALLS INDS INC(HII)75,530110,107+34,57719,96920,8079.09%+838
TANGER INC(SKT)8,68510,185+1,5002883480.15%+59
NVIDIA CORPORATION(NVDA)3,0303,03003684070.18%+39
ARES CAPITAL CORP(ARCC)12,25012,413+1632572720.12%+15
APPLE INC(AAPL)1,2811,235-462983090.14%+11
CARDINAL HEALTH INC(CAH)7,4577,054-4038248340.36%+10
COSTCO WHSL CORP NEW(COST)25025002222290.10%+7
AMBEV SA(ABEV)15,00015,000037280.01%-9
ISHARES TR33,19133,19103,6063,5371.54%-69
BERKSHIRE HATHAWAY INC DEL10,14710,029-1184,6704,5461.99%-124
LIBERTY BROADBAND CORP(LBRDA)218,800223,440+4,64016,91116,7047.29%-207
CISCO SYS INC(CSCO)3,9940-3,9942130-213
UNITEDHEALTH GROUP INC(UNH)3750-3752190-219
NOVO-NORDISK A S(NVO)1,8600-1,8602210-221
UBER TECHNOLOGIES INC(UBER)(Put)111,7000-111,7003410-341
LOCKHEED MARTIN CORP(LMT)2,8822,760-1221,6851,3410.59%-343
ABBVIE INC(ABBV)2,3190-2,3194580-458
SOLVENTUM CORP(SOLV)114,898114,123-7758,0117,5393.29%-472
QURATE RETAIL INC2,124,1522,380,271+256,1191,2967850.34%-510
CANADIAN NAT RES LTD(CNQ)245,227246,288+1,0618,1447,6033.32%-541
PFIZER INC(PFE)21,4130-21,4136200-620
PHILIP MORRIS INTL INC(PM)133,977129,317-4,66016,26515,5636.80%-702
ISHARES TR21,18714,788-6,3992,3441,6280.71%-716
COMCAST CORP NEW(CCZ)219,237221,933+2,6969,1588,3293.64%-828
BRITISH AMERN TOB PLC(BTI)633,682612,517-21,16523,18022,2479.71%-933
SPDR S&P 500 ETF TR(SPY)(Put)600,700589,100-11,6002,006101-1,905
DXC TECHNOLOGY CO(DXC)535,652385,585-150,06711,1157,7043.36%-3,411
GENERAL DYNAMICS CORP(GD)16,4770-16,4774,9790-4,979
UBER TECHNOLOGIES INC(UBER)447,067434,309-12,75833,60226,19811.44%-7,404
KINDER MORGAN INC DEL(KMI)579,5940-579,59412,8030-12,803
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