A Closer Look at Asset Management Advisors' Q1 2023 Holdings: Analysis and Insights

Asset Management Advisors, LLC is a registered investment management firm that specializes in long-term equity investments. Their investment philosophy is centered around fundamental research and analysis of individual companies. They use a bottom-up approach to identify companies that they believe have the potential to generate long-term value for their clients.

In their latest 13F filing with the SEC, Asset Management Advisors, LLC disclosed a number of changes to their Q4 2022 holdings compared to Q1 2023. In this blog post, we will take a closer look at these changes and provide some analysis on what they mean for the fund and its clients.

Berkshire Hathaway B

The first stock we would like to focus on is Berkshire Hathaway B (BRK-B). Asset Management Advisors, LLC sold approximately 7,000 shares of this stock, representing a 5.7% reduction in their holdings. This decision may have been driven by a number of factors, such as changes in market conditions or the performance of Berkshire Hathaway B relative to other stocks in the fund's portfolio.

Apple Inc.

Another stock that saw a decrease in holdings was Apple Inc. (AAPL). Asset Management Advisors, LLC sold approximately 700 shares, representing a slight reduction of 1.2%. Despite this reduction, AAPL remains a significant holding in the fund's portfolio, with over 55,000 shares held.

Lennar Corp A

In contrast to the previous two stocks, Lennar Corp A (LEN) saw an increase in holdings. Asset Management Advisors, LLC added approximately 1,400 shares, representing a 1.8% increase in their holdings. This decision may have been driven by positive news about the company's fundamentals or other factors that the fund's managers believe will boost the stock's performance in the coming months.

Micron Technology Inc.

Micron Technology Inc. (MU) is another stock that saw an increase in holdings. Asset Management Advisors, LLC added approximately 800 shares, representing a 0.7% increase in their holdings. This decision may have been driven by positive news about the company's earnings, sales, or other fundamental factors.

Williams Companies

The Williams Companies (WMB) saw a decrease of approximately 2,100 shares, representing a reduction of 1.1% in the fund's holdings. This decision may have been driven by changes in the global energy market or other factors that the fund's managers believe will negatively impact the company's performance in the coming months.

Celanese Corp

Celanese Corp (CE) saw a significant increase in holdings. Asset Management Advisors, LLC added approximately 15,000 shares, representing an increase of 48.4%. This decision may have been driven by positive news about the company's growth prospects, fundamentals, or other factors that the fund's managers believe will help the stock generate strong returns over the long-term.

HP Inc.

HP Inc. (HPQ) saw a small increase in holdings of approximately 2,500 shares, representing an increase of 1.6%. This decision may have been driven by positive news about the company's earnings or other fundamental factors that the fund's managers believe will help the stock generate strong returns in the coming months.

Verizon Communications Inc.

Verizon Communications Inc. (VZ) saw a small decrease in holdings of approximately 450 shares, representing a reduction of 0.4%. This decision to sell may have been driven by changes in market conditions or concerns about the company's performance.

Snowflake Inc.

Finally, Snowflake Inc. (SNOW) saw a small increase in holdings of approximately 90 shares, representing an increase of 0.3%. This decision may have been driven by positive news about the company's growth prospects or other factors that the fund's managers believe will help the stock generate strong returns over the long-term.

Conclusion

Overall, Asset Management Advisors, LLC made a range of changes to their holdings in Q1 2023 compared to Q4 2022. Some stocks saw increases in holdings, while others saw decreases. These changes may have been driven by a range of factors, such as changes in market conditions, new information about individual companies, or concerns about performance. Investors should always carefully review their portfolios to ensure that their investments align with their long-term financial goals and risk tolerance.