Asset Management Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports a total of 17 positions held by the firm, managed by N. Laura Roy.
The largest holding disclosed in the portfolio is Brookfield Corp, for which the firm holds 1,254,497 shares. The second-largest position is Micron Technology Inc., with 18,652,206 shares. Other significant positions include Williams Companies (11,619,539 shares), Occidental Petrol Co. (6,238,713 shares), and Ally Financial (5,939,446 shares).
The filing lists the following additional companies as holdings:
- Accenture Plc (4,684,187 shares)
- Alphabet Inc. - Cl A (11,299,243 shares)
- Apple Inc. (11,265,068 shares)
- Berkshire Hathaway B (55,292,368 shares)
- Brookfield Renewable (5,336,261 shares)
- CarMax Inc. (4,236,526 shares)
- Lennar Corp A (5,864,036 shares)
- Nextera Energy Inc. (8,659,051 shares)
- The Southern Company (248,670 shares)
- Verisign Inc. (5,685,322 shares)
- Verizon Comm. (5,287,068 shares)
- Vanguard S&P 500 Value ETF (255,154 shares)
The filing indicates that the firm holds all positions in a sole capacity.
