LEE DANNER & BASS INC
RIA/Wealth
LEE DANNER & BASS INC is a RIA/Wealth based in Nashville, TN led by Ernest Nmn Williams, reporting $1.8B in AUM as of Q3 2025 with HCA as the largest holding (12% allocation).
PresidentErnest Nmn Williams
- Portfolio Value
- $1.4B
- Positions
- 234
- Top Holding
- HCA at 12.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LEE DANNER & BASS INC's portfolio (44.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Care Facilities Healthcare | $167.8M | 12.20% | -$1.4M Sold | 0.17% 393.7K shares | |
Insurance - Diversified Financial Services | $143.1M | 10.41% | -$655.1K Sold | 0.01% 284.7K shares | |
Consumer Electronics Technology | $57.4M | 4.17% | -$1.8M Sold | 0.00% 225.2K shares | |
Internet Content & Information Communication Services | $49.9M | 3.63% | -$1.3M Sold | 0.00% 204.8K shares | |
Software - Infrastructure Technology | $48.6M | 3.53% | -$1.3M Sold | 0.00% 93.8K shares | |
Specialty Retail Consumer Cyclical | $33.8M | 2.46% | -$734.7K Sold | 0.00% 154.0K shares | |
Rental & Leasing Services Industrials | $31.1M | 2.26% | -$256.8K Sold | 0.05% 32.6K shares | |
Financial - Capital Markets Financial Services | $28.1M | 2.04% | -$1.4M Sold | 0.01% 35.3K shares | |
Information Technology Services Technology | $26.4M | 1.92% | -$654.7K Sold | 0.02% 106.9K shares | |
Aerospace & Defense Industrials | $23.2M | 1.68% | -$590.2K Sold | 0.01% 138.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LEE DANNER & BASS INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+226.33% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-51.86% | |
-45.55% | |
-27.61% | |
-25.44% |
Analytics
Portfolio insights and performance metrics for LEE DANNER & BASS INC
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