Southeast Asset Advisors, LLC Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$904.2M

Holdings

166

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
101
ENQENTEGRIS INC
25,834$00.00%
102
STESTERIS PLC
7,770$00.00%
103
CATCATERPILLAR INC DEL
4,152$00.00%
104
CDWCDW CORP
27,832$00.00%
105
TRMBTRIMBLE INC
63,243$00.00%
106
FBINFORTUNE BRANDS INNOVATIONS I
57,257$00.00%
107
SPMDSPDR SER TR
22,950$00.00%
108
PAYXPAYCHEX INC
21,788$00.00%
109
PNFPPINNACLE FINL PARTNERS INC
93,542$00.00%
110
MSFTMICROSOFT CORP
41,089$00.00%
111
GQ9SPDR GOLD TR
35,043$00.00%
112
RSPINVESCO EXCHANGE TRADED FD T
106,040$00.00%
113
MCDMCDONALDS CORP
6,069$00.00%
114
ETNEATON CORP PLC
4,623$00.00%
115
LYVLIVE NATION ENTERTAINMENT IN
72,003$00.00%
116
CNMCORE & MAIN INC
109,631$00.00%
117
KKRKKR & CO INC
22,357$00.00%
118
KOCOCA COLA CO
342,211$00.00%
119
AFLAFLAC INC
139,268$00.00%
120
TLTISHARES TR
10,975$00.00%
121
FDXFEDEX CORP
6,153$00.00%
122
AAPLAPPLE INC
299,074$00.00%
123
PWRQUANTA SVCS INC
8,110$00.00%
124
CNXCNX RESOURCES CORPORATION
2,412,415$00.00%
125
TPDTEMPUR SEALY INTL INC
149,999$00.00%
126
SCHWSCHWAB CHARLES CORP
57,726$00.00%
127
KHCKRAFT HEINZ CO
107,941$00.00%
128
GOOGALPHABET INC
569,984$00.00%
129
VRTVERTIV HOLDINGS CO
50,910$00.00%
130
MIDDMIDDLEBY CORP
42,577$00.00%
131
HDHOME DEPOT INC
3,333$00.00%
132
GOOGLALPHABET INC
8,380$00.00%
133
IJRISHARES TR
24,248$00.00%
134
SLVISHARES SILVER TR
60,748$00.00%
135
TSCOTRACTOR SUPPLY CO
10,651$00.00%
136
MTNVAIL RESORTS INC
9,855$00.00%
137
XOPSPDR SER TR
54,190$00.00%
138
JNJJOHNSON & JOHNSON
49,243$00.00%
139
JPSTJ P MORGAN EXCHANGE TRADED F
150,263$00.00%
140
XOMEXXON MOBIL CORP
70,313$00.00%
141
SPYSPDR S&P 500 ETF TR
2,560$00.00%
142
VOOVANGUARD INDEX FDS
51,157$00.00%
143
DAYCERIDIAN HCM HLDG INC
93,042$00.00%
144
COSTCOSTCO WHSL CORP NEW
2,906$00.00%
145
FLOFLOWERS FOODS
3,385,607$00.00%
146
IVVISHARES TR
2,058$00.00%
147
MKLMARKEL GROUP INC
816$00.00%
148
RFREGIONS FINL CORP NEW
105,275$00.00%
149
ITTITT INC
28,695$00.00%
150
BRK-BBERKSHIRE HATHAWAY INC DEL
35$00.00%
151
AOSSMITH A O CORP
33,489$00.00%
152
EMEEMCOR GROUP INC
4,818$00.00%
153
TJXTJX COS INC NEW
15,800$00.00%
154
ABBVABBVIE INC
13,397$00.00%
155
ITOTISHARES TR
8,833$00.00%
156
GDXVANECK VECTORS ETF TR
224,000$00.00%
157
PKGPACKAGING CORP AMER
5,081$00.00%
158
SIGSIGNET JEWELERS LIMITED
41,061$00.00%
159
MORNMORNINGSTAR INC
15,368$00.00%
160
DEDEERE & CO
2,792$00.00%
161
WABWABTEC
33,000$00.00%
162
SOSOUTHERN CO
21,647$00.00%
163
SCISERVICE CORP INTL
61,383$00.00%
164
CLHCLEAN HARBORS INC
14,246$00.00%
165
VMCVULCAN MATLS CO
9,787$00.00%
166
SPSMSPDR SER TR
27,280$00.00%
PreviousPage 2 of 2