INVESTMENT MANAGEMENT ASSOCIATES INC /ADV Long-Term Concentrated

Location: Greenwood Village, CO

CIK: 0000052024 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 3, 2026

Total Value: $363M (100.0% shares, 0.0% debt)

Holdings (28)

HII HUNTINGTON INGALLS INDS INC 10.8%
Value $39.24M Shares 115,377 Est. Cost $191.70 Unrealized +61.4%
MOH MOLINA HEALTHCARE INC 10.8%
Value $39.14M Shares 225,536 Est. Cost $173.61 Unrealized -5.3%
UBER UBER TECHNOLOGIES INC 10.0%
Value $36.44M Shares 445,912 Est. Cost $39.72 Unrealized +126.7%
BTI BRITISH AMERN TOB PLC 7.1%
Value $25.69M Shares 453,806 Est. Cost $34.91 Unrealized
BSM BLACK STONE MINERALS L P 7.0%
Value $25.28M Shares 1,902,421 Est. Cost $13.76 Unrealized
TFIN TRIUMPH FINANCIAL INC 5.9%
Value $21.3M Shares 340,161 Est. Cost $62.43 Unrealized -10.3%
LBRDK LIBERTY BROADBAND CORP 5.8%
Value $20.86M Shares 429,284 Est. Cost $61.47 Unrealized -15.4%
PM PHILIP MORRIS INTL INC 5.3%
Value $19.34M Shares 120,586 Est. Cost $82.83 Unrealized +85.4%
EPD ENTERPRISE PRODS PARTNERS L 4.7%
Value $17M Shares 530,324 Est. Cost $23.01 Unrealized
CMCSA COMCAST CORP NEW 4.6%
Value $16.69M Shares 558,367 Est. Cost $30.86 Unrealized -7.5%
NU NU HLDGS LTD 4.3%
Value $15.55M Shares 928,723 Est. Cost $14.93 Unrealized +7.6%
SOLV SOLVENTUM CORP 3.9%
Value $14.27M Shares 180,097 Est. Cost $66.68 Unrealized +14.9%
INVX INNOVEX INTERNATIONAL INC 3.8%
Value $13.81M Shares 631,686 Est. Cost $16.35 Unrealized +27.7%
PHG KONINKLIJKE PHILIPS N V 3.8%
Value $13.74M Shares 507,264 Est. Cost $23.98 Unrealized
CNQ CANADIAN NAT RES LTD 3.3%
Value $12.13M Shares 358,299 Est. Cost $32.96 Unrealized -1.6%
MCK MCKESSON CORP 2.5%
Value $9.06M Shares 11,045 Est. Cost $174.69 Unrealized +366.9%
CACI CACI INTL INC 1.8%
Value $6.602M Shares 12,391 Est. Cost $443.01 Unrealized +27.6%
GLD SPDR GOLD TR 1.3%
Value $4.779M Shares 65,100 Est. Cost Unrealized
SHV ISHARES TR 1.0%
Value $3.642M Shares 33,065 Est. Cost $110.42 Unrealized
SPRY ARS PHARMACEUTICALS INC 1.0%
Value $3.629M Shares 311,503 Est. Cost $9.72 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.074M Shares 2,136 Est. Cost $281.10 Unrealized +77.0%
SII SPROTT INC 0.3%
Value $1.014M Shares 10,357 Est. Cost $55.52 Unrealized +59.7%
AAPL APPLE INC 0.2%
Value $848K Shares 3,119 Est. Cost $268.34 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value $373K Shares 2,000 Est. Cost $118.07 Unrealized +57.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $326K Shares 563 Est. Cost $539.78 Unrealized +4.7%
GDX VANECK ETF TRUST 0.1%
Value $300K Shares 3,500 Est. Cost $76.40 Unrealized
TLT ISHARES TR 0.1%
Value $250K Shares 460,500 Est. Cost Unrealized
QVCGA QVC GROUP INC 0.1%
Value $224K Shares 21,369 Est. Cost $5.74 Unrealized +89.6%