Lee Danner & Bass Inc 13F Portfolio

FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
Lee Danner & Bass IncLee Danner & Bass Inc-2.22%$1262053000 745 N/A

Top Holdings Performance History

Lee Danner & Bass Inc Holdings Map

Top 50 Lee Danner & Bass Inc Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Lee Danner & Bass Inc Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds