Asset Management Advisors, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$645.5M
Holdings
83
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ZIM
ZIM INTEGRATED SHIPPING SERV
Held since at least Q1 2024
17.9%
02
$XLF
SELECT SECTOR SPDR TR
Q1 2026: New position (587.1k shares)
7.9%
03
$GLBE
GLOBAL E ONLINE LTD
Held since at least Q1 2024
5.4%
04
$GOOGL
ALPHABET INC
Q1 2026: Increased +3.5% (33.1k → 34.3k shares)
4.5%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (37.9k shares)
4.2%
06
$META
META PLATFORMS INC
Held since at least Q1 2024
3.8%
07
$AMZN
AMAZON COM INC
Held since at least Q1 2024
3.5%
08
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
3.4%
09
$XBI
SPDR SERIES TRUST
Q1 2026: New position (91.5k shares)
2.8%
10
$MDWD
MEDIWOUND LTD
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.