BBR PARTNERS, LLC Q3 2020 Filing

Filed November 12, 2020

Portfolio Value

$1.2T

Holdings

183

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (183 positions)

#StockSharesValue% PortfolioType
101
KREFKKR REAL ESTATE FIN TR INC
39,050$645.0M0.06%
102
BRK-BBERKSHIRE HATHAWAY INC DEL
2$640.0M0.05%
103
WMBWILLIAMS COS INC DEL
31,797$625.0M0.05%
104
HONHONEYWELL INTL INC
3,761$619.0M0.05%
105
ECLECOLAB INC
3,053$610.0M0.05%
106
VBVANGUARD INDEX FDS
3,611$555.0M0.05%
107
BPBP PLC
31,776$555.0M0.05%
108
PYPLPAYPAL HLDGS INC
2,763$544.0M0.05%
109
ESEVERSOURCE ENERGY
6,462$540.0M0.05%
110
WTRGESSENTIAL UTILS INC
13,371$538.0M0.05%
111
ACELACCEL ENTMT INC
49,606$531.0M0.05%
112
BACVERIZON COMMUNICATIONS INC
8,813$524.0M0.04%
113
RTXRAYTHEON TECHNOLOGIES CORP
8,987$517.0M0.04%
114
ORCLORACLE CORP
8,499$507.0M0.04%
115
HWMHOWMET AEROSPACE INC
30,000$502.0M0.04%
116
AMTAMERICAN TOWER CORP NEW
2,013$487.0M0.04%
117
AGNCAGNC INVT CORP
34,267$477.0M0.04%
118
PHGKONINKLIJKE PHILIPS N V
9,592$452.0M0.04%
119
SCHWSCHWAB CHARLES CORP NEW
12,259$444.0M0.04%
120
AMGNAMGEN INC
1,735$441.0M0.04%
121
MTUMISHARES TR
2,958$436.0M0.04%
122
NOCNORTHROP GRUMMAN CORP
1,373$433.0M0.04%
123
LINLINDE PLC
1,812$431.0M0.04%
124
SYNOVUS FINL CORP
20,148$427.0M0.04%
125
TJXTJX COS INC NEW
7,427$413.0M0.04%
126
QCOMQUALCOMM INC
3,483$410.0M0.04%
127
ALBALBEMARLE CORP
4,569$408.0M0.03%
128
IBTXUSDINDEPENDENT BK GROUP INC
9,244$408.0M0.03%
129
BANCBANC OF CALIFORNIA INC
39,435$399.0M0.03%
130
CUCAAVIS BUDGET GROUP
15,000$395.0M0.03%
131
FISVFISERV INC
3,783$390.0M0.03%
132
NETCLOUDFLARE INC
8,993$369.0M0.03%
133
BXBLACKSTONE GROUP INC.
7,025$367.0M0.03%
134
BIIBBIOGEN INC
1,287$365.0M0.03%
135
THIRD PT REINS LTD
50,000$348.0M0.03%
136
KRKROGER CO
10,155$344.0M0.03%
137
VTEBVANGUARD MUN BD FDINC
6,300$343.0M0.03%
138
ELLAUDER ESTEE COS INC
1,478$323.0M0.03%
139
BBBYEURBED BATH & BEYOND INC
21,541$323.0M0.03%
140
4I1PHILIP MORRIS INTL INC
4,271$320.0M0.03%
141
8CWCROWN CASTLE INTL CORP NEW
1,818$303.0M0.03%
142
CATCATERPILLAR INC DEL
1,966$293.0M0.03%
143
LLYLILLY ELI & CO
1,975$292.0M0.03%
144
FGENEURFIBROGEN INC
7,056$290.0M0.02%
145
CVSCVS HEALTH CORP
4,907$287.0M0.02%
146
XLKSELECT SECTOR SPDR TR
2,452$286.0M0.02%
147
WFCWELLS FARGO & CO NEW
11,610$273.0M0.02%
148
LIMESTONE BANCORP INC
25,800$271.0M0.02%
149
QUALISHARES TR
2,600$270.0M0.02%
150
ZOGENIX INC
15,000$269.0M0.02%
151
IYHISHARES TR
1,175$267.0M0.02%
152
IJRISHARES TR
3,776$265.0M0.02%
153
NVSNNOVARTIS A G
3,028$263.0M0.02%
154
GSLCGOLDMAN SACHS ETF TR
3,812$259.0M0.02%
155
SYKSTRYKER CORP
1,230$256.0M0.02%
156
ADPAUTOMATIC DATA PROCESSING IN
1,808$252.0M0.02%
157
CICIGNA CORP
1,475$250.0M0.02%
158
PHPARKER HANNIFIN CORP
1,210$245.0M0.02%
159
CMECME GROUP INC
1,441$241.0M0.02%
160
ICEINTERCONTINENTAL EXCHANGE IN
2,364$237.0M0.02%
161
TGTTARGET CORP
1,482$233.0M0.02%
162
DDDUPONT DE NEMOURS INC
4,113$228.0M0.02%
163
MMM3M CO
1,407$225.0M0.02%
164
MSIMOTOROLA SOLUTIONS INC
1,420$223.0M0.02%
165
EPDENTERPRISE PRODS PARTNERS L
14,050$222.0M0.02%
166
BALLBALL COR
2,603$216.0M0.02%
167
PPGPPG INDS INC
1,750$214.0M0.02%
168
ALSALLSTATE CORP
2,250$212.0M0.02%
169
STWDSTARWOOD PPTY TR INC
14,000$211.0M0.02%
170
ELVANTHEM INC
778$209.0M0.02%
171
TFCTRUIST FINL CORP
5,422$206.0M0.02%
172
ATHENE HOLDING LTD
6,000$204.0M0.02%
173
BMYBRISTOL-MYERS SQUIBB CO
3,328$201.0M0.02%
174
SMMTUSDSUMMIT THERAPEUTICS PLC
50,000$172.0M0.01%
175
SIRIEURSIRIUS XM HLDGS INC
25,163$135.0M0.01%
176
MURMURPHY OIL CORP
10,185$91.0M0.01%
177
RITMNEW RESIDENTIAL INVT CORP
10,512$84.0M0.01%
178
XNROXNEUBERGER BERMAN RE ES SEC F
20,000$74.0M0.01%
179
PSECPROSPECT CAP CORP
12,195$61.0M0.01%
180
MUFGMITSUBISHI UFJ FINL GROUP IN
11,353$46.0M0.00%
181
SANBANCO SANTANDER SA
18,662$35.0M0.00%
182
WESTERN ASSET MTG CAP CORP
14,251$29.0M0.00%
183
LYGLLOYDS BANKING GROUP PLC
22,032$29.0M0.00%
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