Investment Management Associates
Latest statistics and disclosures from Investment Management Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UBER, BSM, BTI, HII, IMXI, and represent 48.25% of Investment Management Associates's stock portfolio.
- Added to shares of these 9 stocks: HII (+$6.5M), BSM (+$5.3M), LBRDK, IMXI, CMCSA, QRTEA, SKT, CNQ, ARCC.
- Reduced shares in these 10 stocks: , UBER (-$7.5M), GD, DXC, BTI, MCK, SHV, PFE, PM, .
- Sold out of its positions in ABBV, CSCO, GD, KMI, NVO, PFE, UNH.
- Investment Management Associates was a net seller of stock by $-21M.
- Investment Management Associates has $229M in assets under management (AUM), dropping by 2.76%.
- Central Index Key (CIK): 0000052024
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Portfolio Holdings for Investment Management Associates
Investment Management Associates holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Uber Technologies (UBER) | 11.4 | $26M | -22% | 434k | 60.32 |
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Black Stone Minerals Com Unit (BSM) | 9.8 | $23M | +30% | 1.5M | 14.60 |
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British Amern Tob Sponsored Adr (BTI) | 9.7 | $22M | -3% | 613k | 36.32 |
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Huntington Ingalls Inds (HII) | 9.1 | $21M | +45% | 110k | 188.97 |
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International Money Express (IMXI) | 8.2 | $19M | 899k | 20.83 |
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Enterprise Products Partners (EPD) | 7.4 | $17M | 539k | 31.36 |
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Liberty Broadband Corp Com Ser C (LBRDK) | 7.3 | $17M | +2% | 223k | 74.76 |
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Philip Morris International (PM) | 6.8 | $16M | -3% | 129k | 120.35 |
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McKesson Corporation (MCK) | 6.6 | $15M | -4% | 26k | 569.91 |
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Triumph Ban (TFIN) | 3.9 | $8.8M | -2% | 97k | 90.88 |
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Comcast Corp Cl A (CMCSA) | 3.6 | $8.3M | 222k | 37.53 |
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Dxc Technology (DXC) | 3.4 | $7.7M | -28% | 386k | 19.98 |
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Canadian Natural Resources (CNQ) | 3.3 | $7.6M | 246k | 30.87 |
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Solventum Corp Com Shs (SOLV) | 3.3 | $7.5M | 114k | 66.06 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $4.5M | 10k | 453.29 |
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Ishares Tr National Mun Etf (MUB) | 1.5 | $3.5M | 33k | 106.55 |
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Ishares Tr Short Treas Bd (SHV) | 0.7 | $1.6M | -30% | 15k | 110.11 |
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Lockheed Martin Corporation (LMT) | 0.6 | $1.3M | -4% | 2.8k | 485.96 |
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Cardinal Health (CAH) | 0.4 | $834k | -5% | 7.1k | 118.27 |
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Qurate Retail Com Ser A (QRTEA) | 0.3 | $786k | +12% | 2.4M | 0.33 |
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NVIDIA Corporation (NVDA) | 0.2 | $407k | 3.0k | 134.29 |
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Tanger Factory Outlet Centers (SKT) | 0.2 | $348k | +17% | 10k | 34.13 |
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Apple (AAPL) | 0.1 | $309k | -3% | 1.2k | 250.36 |
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Ares Capital Corporation (ARCC) | 0.1 | $272k | 12k | 21.89 |
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Costco Wholesale Corporation (COST) | 0.1 | $229k | 250.00 | 916.27 |
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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.0 | $78k | 589k | 0.13 |
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Ambev Sa Sponsored Adr (ABEV) | 0.0 | $28k | 15k | 1.85 |
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Past Filings by Investment Management Associates
SEC 13F filings are viewable for Investment Management Associates going back to 2020
- Investment Management Associates 2024 Q4 filed Feb. 3, 2025
- Investment Management Associates 2024 Q3 filed Nov. 5, 2024
- Investment Management Associates 2024 Q2 filed Aug. 1, 2024
- Investment Management Associates 2024 Q1 filed May 9, 2024
- Investment Management Associates 2023 Q4 filed Feb. 9, 2024
- Investment Management Associates 2023 Q3 filed Nov. 1, 2023
- Investment Management Associates 2023 Q2 filed Aug. 1, 2023
- Investment Management Associates 2023 Q1 filed May 2, 2023
- Investment Management Associates 2022 Q4 filed Feb. 2, 2023
- Investment Management Associates 2022 Q3 filed Nov. 1, 2022
- Investment Management Associates 2022 Q2 filed Aug. 1, 2022
- Investment Management Associates 2022 Q1 filed May 2, 2022
- Investment Management Associates 2021 Q4 filed Feb. 16, 2022
- Investment Management Associates 2021 Q3 filed Nov. 2, 2021
- Investment Management Associates 2021 Q2 filed July 30, 2021
- Investment Management Associates 2021 Q1 filed May 7, 2021