LEE DANNER & BASS INC HCA — HCA - The Healthcare Co. COM

Ownership history in LEE DANNER & BASS INC  ·  85 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported HCA - The Healthcare Co. COM (HCA) in 85 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.98% in 2025 Q4. The latest visible filing shows HCA at 12.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEE DANNER & BASS INC's position in HCA - The Healthcare Co. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HCA was reported at 12.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.98% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HCA stock page LEE DANNER & BASS INC fund profile LEE DANNER & BASS INC full holdings
How LEE DANNER & BASS INC held HCA — position size vs. price
% of Fund (quarterly)    HCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 387,876 -5,778 -1.5% 12.98% $181.1M 2026-02-14 (Est.) $539.49
2025 Q3 REDUCED — — — 393,654 -3,242 -0.8% 12.21% $167.8M 2025-10-29 $467.01
2025 Q2 REDUCED — — — 396,896 -3,523 -0.9% 11.83% $152.1M 2025-07-31 $352.31
2025 Q1 REDUCED — — — 400,419 -2,234 -0.6% 11.19% $138.4M 2025-04-29 $338.31
2024 Q4 REDUCED — — — 402,653 -3,237 -0.8% 9.58% $120.9M 2025-02-11 $320.84
2024 Q3 REDUCED — — — 405,890 -3,496 -0.9% 11.62% $165.0M 2024-10-30 $356.94
2024 Q2 REDUCED — — — 409,386 -7,205 -1.7% 10.14% $131.5M 2024-07-30 $356.77
2023 Q4 REDUCED — — — 416,591 -10,535 -2.5% 9.66% $112.8M 2024-02-01 $309.44
77 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HCA

As of 2026 Q1 — sorted by position size

Metropolis Capital Ltd 3Y 7Y 4.93% Kessler Investment Group, LLC 3Y 7Y 3.88% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 3.53% Tranquility Partners, LLC 3Y 2.83% Sandro Wealth Management LLC 2.51% EVEXIA WEALTH LLC 2.39% Live Oak Private Wealth LLC 3Y 2.3% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 2.13% TILIA FIDUCIARY PARTNERS, INC. 3Y 2.03% Fisher Funds Management LTD 1.36%

FAQ About LEE DANNER & BASS INC and HCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEE DANNER & BASS INC reported owning HCA?

LEE DANNER & BASS INC reported HCA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HCA position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for HCA was 12.98% in 2025 Q4.

What is the latest reported HCA position on this page?

The most recent filing on this page is 2025 Q4, when LEE DANNER & BASS INC reported 387,876 shares, equal to 12.98% of portfolio, with an estimated market value of $181.1M.

What does the chart on this HCA ownership page compare?

The chart compares LEE DANNER & BASS INC's quarterly HCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LEE DANNER & BASS INC time their HCA position?

Based on 13F filing dates vs. subsequent HCA price moves, LEE DANNER & BASS INC correctly timed 25 out of 58 reported position changes (43%). The annualised alpha on HCA relative to SPY over the holding period was +12.3%.

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