Lee Danner & Bass Inc.
Annual return '25
+21.0%
SPY '25
+17.7%
Alpha
+3.3ptsvs SPY
Invested
$1.6B
Holdings
245
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
$HCA
HCA HEALTHCARE INC
Q1 2026: Exited (was 387.9k shares)
11.5%
02
$BRK/B
BERKSHIRE HATHAWAY INC. CLASS B
Q1 2026: Sold 98.8% (264.8k → 3.3k shares)
7.9%
03
$GOOG
ALPHABET INC. CLASS C
Q1 2026: Sold 94.7% (203.2k → 10.9k shares)
3.6%
04
$AAPL
APPLE INC.
Q1 2026: Sold 93.7% (220.7k → 13.9k shares)
3.5%
05
$AEM
AGNICO EAGLE MINES LIMITED
Q1 2026: Sold 96.4% (115.8k → 4.2k shares)
2.7%
06
$CXW
CORECIVIC, INC.
Q1 2026: Exited (was 582.6k shares)
2.6%
07
$VSAT
VIASAT, INC.
Q1 2026: Exited (was 254.5k shares)
2.4%
08
$MSFT
MICROSOFT CORPORATION
Q1 2026: Sold 97.7% (95.3k → 2.2k shares)
2.1%
09
$AMZN
AMAZON.COM, INC.
Q1 2026: Sold 97.6% (155.3k → 3.7k shares)
2.1%
10
$GS
GOLDMAN SACHS GROUP, INC.
Q1 2026: Exited (was 35.1k shares)
1.8%
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 09:28 UTC.