LEE DANNER & BASS INC Q4 2021 Filing

Filed January 27, 2022

Portfolio Value

$1.2T

Holdings

203

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (203 positions)

#StockSharesValue% PortfolioType
1
HCAHCA Healthcare, Inc.
438,241$112.6B9.64%
2
BRK/BBerkshire Hathaway 'B'
344,980$103.1B8.83%
3
AAPLApple Inc.
352,870$62.7B5.36%
4
FFHFairfax Financial Hld
116,866$57.5B4.92%
5
ACNAccenture Ltd
116,644$48.4B4.14%
6
MSFTMicrosoft Corp.
95,605$32.2B2.75%
7
LOWLowes Companies
100,405$26.0B2.22%
8
Alphabet Inc. Class C
8,958$25.9B2.22%
9
AMZNAmazon.com
6,807$22.7B1.94%
10
DISWalt Disney Co.
131,506$20.4B1.74%
11
HDHome Depot Inc.
45,840$19.0B1.63%
12
PGProcter & Gamble Co.
112,118$18.3B1.57%
13
JNJJohnson & Johnson
104,237$17.8B1.53%
14
MDLZMondelez Int'l Inc
250,772$16.6B1.42%
15
Pinnacle Financial Partners
156,886$15.0B1.28%
16
GSGoldman Sachs Group
38,011$14.5B1.24%
17
FDXFedEx Corp.
50,633$13.1B1.12%
18
VVisa Inc
59,802$13.0B1.11%
19
CATCaterpillar Inc.
61,315$12.7B1.09%
20
OVEROverstock
207,245$12.2B1.05%
21
LLoews Corp.
211,350$12.2B1.05%
22
UPSUnited Parcel Svc. Cl B
56,470$12.1B1.04%
23
LUMNLumen Technologies
940,443$11.8B1.01%
24
WMTWal-Mart Stores Inc.
79,063$11.4B0.98%
25
BAMBrookfield Asset Mgmt
188,252$11.4B0.97%
26
PFEPfizer Inc.
192,371$11.4B0.97%
27
INTCIntel Corp.
202,066$10.4B0.89%
28
VSATViaSat Inc
232,000$10.3B0.88%
29
RSGRepublic Services Inc.
73,269$10.2B0.87%
30
CVSCVS Health Corp.
95,499$9.9B0.84%
31
MDTMedtronic PLC
93,572$9.7B0.83%
32
XOMExxon Mobil Corp.
150,533$9.2B0.79%
33
URIUnited Rentals, Inc.
27,345$9.1B0.78%
34
CSCOCisco Systems Inc.
141,781$9.0B0.77%
35
FISVFiserv
85,487$8.9B0.76%
36
ZTSZoetis, Inc.
36,055$8.8B0.75%
37
MRKMerck & Company Inc.
105,863$8.1B0.69%
38
RTXRaytheon Technologies Corp.
91,780$7.9B0.68%
39
AMGNAmgen Inc.
34,163$7.7B0.66%
40
PYPLPayPal Holdings Inc.
40,029$7.5B0.65%
41
SYYSysco Corp.
96,067$7.5B0.65%
42
CMCSAComcast Corp. - Class A
148,108$7.5B0.64%
43
AEMAgnico Eagle Mines Ltd.
139,226$7.4B0.63%
44
CXWCoreCivic, Inc.
730,384$7.3B0.62%
45
BLXBanco LatinoAmericano
375,822$6.2B0.53%
46
PBCTEURPeoples United Fncl
347,503$6.2B0.53%
47
TGNATEGNA, Inc.
322,811$6.0B0.51%
48
JEFJefferies Financial Grp
152,740$5.9B0.51%
49
SBUXStarbucks Corp.
49,621$5.8B0.50%
50
4I1Philip Morris Intl
59,970$5.7B0.49%
51
KOCoca Cola Co.
94,737$5.6B0.48%
52
HALHalliburton Inc.
244,469$5.6B0.48%
53
HONHoneywell Intl.
26,419$5.5B0.47%
54
NHINational Health Invstrs
95,703$5.5B0.47%
55
HP5AEquity Commonwealth
205,208$5.3B0.45%
56
RFRegions Financial Corp.
237,041$5.2B0.44%
57
ABTAbbott Laboratories
35,389$5.0B0.43%
58
BACBankAmerica Corp.
111,561$5.0B0.42%
59
BMYBristol Myers Squibb
78,883$4.9B0.42%
60
MCDMcDonalds Corp.
17,979$4.8B0.41%
61
NOVNOV Inc.
352,000$4.8B0.41%
62
CVXChevron Corp.
40,044$4.7B0.40%
63
IJRiShares S&P SmallCap 600 Index
37,534$4.3B0.37%
64
ORCLOracle
49,148$4.3B0.37%
65
IWFiShares TR Russell 1000 Growth
13,627$4.2B0.36%
66
J. P. Morgan Chase & Co. Inc.
25,035$4.0B0.34%
67
METAFacebook, Inc.
11,498$3.9B0.33%
68
EEMiShares MSCI Emerging Markets
78,150$3.8B0.33%
69
ADTADT, Inc.
452,269$3.8B0.33%
70
DXCDXC Technology Co.
116,118$3.7B0.32%
71
WTMWhite Mountain Ins
3,683$3.7B0.32%
72
CARRCarrier Global Corp.
67,933$3.7B0.32%
73
VWOVanguard Emerging Markets ETF
72,258$3.6B0.31%
74
DOCHealthpeak Properties Inc.
94,620$3.4B0.29%
75
CABOCable One Inc
1,933$3.4B0.29%
76
VZVerizon Comm.
65,277$3.4B0.29%
77
SLBSchlumberger Ltd.
110,451$3.3B0.28%
78
PEPPepsiCo Inc.
18,455$3.2B0.27%
79
DALDelta Airlines Inc.
77,476$3.0B0.26%
80
B7SBrookdale Sr Living Inc
581,585$3.0B0.26%
81
LUVSouthwest Airlines Co.
69,939$3.0B0.26%
82
TFCTruist Financial Corp.
47,843$2.8B0.24%
83
TAT&T, Inc.
112,825$2.8B0.24%
84
SYKStryker
10,316$2.8B0.24%
85
BABoeing Co.
13,586$2.7B0.23%
86
WFCWells Fargo & Co.
55,020$2.6B0.23%
87
DEODiageo PLC
11,967$2.6B0.23%
88
OCOwens Corning
28,406$2.6B0.22%
89
HSICHenry Schein, Inc.
33,095$2.6B0.22%
90
BPBP PLC
94,707$2.5B0.22%
91
NKENike
15,020$2.5B0.21%
92
ABBVAbbVie, Inc.
18,063$2.4B0.21%
93
DUKDuke Energy Corp.
21,588$2.3B0.19%
94
OI*O-I Glass, Inc.
183,664$2.2B0.19%
95
IBMInternational Business Machine
15,671$2.1B0.18%
96
TRVTravelers Inc.
12,583$2.0B0.17%
97
MMM3M Company
11,011$2.0B0.17%
98
XLFISelect Basic Materials Sector
21,109$1.9B0.16%
99
GJPDominion Energy Inc.
24,179$1.9B0.16%
100
Alphabet Inc. Class A
644$1.9B0.16%
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