WS MANAGEMENT LLLP: 13F holdings
CIK 8773382026Q2
| Positions | 39 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 184,025 | $212.4m | 18.6% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 125 | $93.6m | 8.2% |
| GLD SPDR GOLD TR | 120,678 | $44.5m | 3.9% |
| AMZN AMAZON COM INC | 151,831 | $36.2m | 3.2% |
| TLT ISHARES TR | 400,000 | $34.6m | 3.0% |
| GOOGL ALPHABET INC | 95,112 | $34.0m | 3.0% |
| GDX VANECK ETF TRUST | 432,304 | $32.6m | 2.9% |
| LH LABCORP HOLDINGS INC | 113,546 | $31.8m | 2.8% |
| XBI SPDR SERIES TRUST | 200,000 | $31.6m | 2.8% |
| NVDA NVIDIA CORPORATION | 156,936 | $31.4m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="877338")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.