Investor Details
| Filer Name: | DDD PARTNERS, LLC |
|---|---|
| CIK: | 1729673 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-30 |
| Number of Holdings: | 98 |
| Portfolio Value: | $0.81B |
Ddd Partners, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 136,115 | $62M | 7.58% | -12.5% | - |
| MSFT | US | MICROSOFT CORP | 136,086 | $57M | 7.05% | -8.8% | - |
| AAPL | US | APPLE INC | 164,623 | $41M | 5.07% | -6.5% | - |
| AMZN | US | AMAZON.COM INC | 182,128 | $40M | 4.91% | -13.6% | - |
| COST | US | COSTCO WHOLESALE CORP | 26,147 | $24M | 2.94% | -7.7% | - |
| CSCO | US | CISCO SYSTEMS INC | 401,555 | $24M | 2.92% | -2.7% | - |
| ORI | US | OLD REPUBLIC INTL CORP | 642,511 | $23M | 2.86% | -1.7% | - |
| CB | US | CHUBB LTD | 84,321 | $23M | 2.86% | -2.3% | - |
| CMI | US | CUMMINS INC | 64,860 | $23M | 2.78% | -14.9% | - |
| TGT | US | TARGET CORP | 165,968 | $22M | 2.76% | 5.1% | - |
| GOOG | US | ALPHABET INC-CL C | 117,200 | $22M | 2.74% | -5.7% | - |
| ABBV | US | ABBVIE INC | 125,345 | $22M | 2.74% | 9.8% | - |
| AVGO | US | BROADCOM INC | 95,412 | $22M | 2.72% | -34.3% | - |
| HON | US | HONEYWELL INTERNATIONAL INC | 97,466 | $22M | 2.71% | -2.6% | - |
| NWPX | US | NORTHWEST PIPE CO | 451,609 | $22M | 2.68% | -1.2% | - |
| GIS | US | GENERAL MILLS INC | 341,474 | $22M | 2.68% | 100.0% | - |
| SO | US | SOUTHERN CO/THE | 260,029 | $21M | 2.63% | -2.6% | - |
| CMCSA | US | COMCAST CORP-CLASS A | 539,905 | $20M | 2.49% | -2.4% | - |
| MDT | US | MEDTRONIC PLC | 254,015 | $20M | 2.49% | -3.6% | - |
| QCOM | US | QUALCOMM INC | 123,309 | $19M | 2.33% | -15.7% | - |