§ 13F · FUND PROFILE
LEE DANNER & BASS INC.
AUM · $1.7B (13F)Positions · 250Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$38M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HCA | HCA HEALTHCARE INC | 390K | $152M | 8.8% | +1% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 259K | $130M | 7.5% | −2% |
| 3 | VSAT | VIASAT, INC. | 821K | $74M | 4.3% | −1% |
| 4 | GOOG | ALPHABET INC. CLASS C | 197K | $70M | 4.0% | −3% |
| 5 | CXW | CORECIVIC, INC. | 2.14M | $65M | 3.8% | −1% |
| 6 | AAPL | APPLE INC. | 218K | $63M | 3.6% | −2% |
| 7 | AMZN | AMAZON.COM, INC. | 159K | $38M | 2.2% | ±0% |
| 8 | URI | UNITED RENTALS, INC. | 32K | $36M | 2.1% | −1% |
| 9 | CAT | CATERPILLAR INC. | 34K | $36M | 2.1% | −6% |
| 10 | GS | GOLDMAN SACHS GROUP, INC. | 35K | $35M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEE SIGNAL
AC read
LEE DANNER & BASS INC is a Other fund managing $1.7 billion in assets. The fund runs a broad portfolio of 250 positions.
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