FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,134.58-0.20%
XLE56.74-0.24%
STOXX50E5,860.32-0.39%
XLF51.740.61%
FTSE10,321.09-0.56%
IXIC24,875.200.16%
RUT2,789.850.10%
GSPC7,171.360.09%
Temp29.4°C
UV12.5
Feels33.5°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:39 PM

Institutional Manager · CIK 0000877338

WS MANAGEMENT LLLP

JACKSONVILLE, FL · File #028-02927

Latest AUM
$1.22B
Positions
46
Top-10 Concentration
59.9%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDMICRON TECHNOLOGY INCMU+326,608+$93.2M+$34.7M
NEWAPPLE INCAAPL+100,000+$27.2M$0
REDUCEVANECK ETF TRUST92189F106-309,300-$26.5M+$6.9M
ADDBERKSHIRE HATHAWAY INC DELBRK-A+50,000+$25.1M-$9,000
NEWINVESCO QQQ TRIVZ+40,000+$24.6M$0
ADDSPDR GOLD TRGLD+59,322+$23.5M+$5.3M
EXITEDDEXCOM INC252131107-240,300-$16.2M$0
NEWROBINHOOD MKTS INC770700102+135,500+$15.3M$0
REDUCEAMAZON COM INCAMZN-62,403-$14.4M+$2.3M
REDUCETEMPUS AI INCTEM-240,000-$14.2M-$8.0M

Sector Allocation

Technology
34.1%$416.2M
Healthcare
3.8%$45.9M
Energy
2.5%$31.1M
Financials
2.5%$30.7M
Real Estate
1.0%$12.7M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICRON TECHNOLOGY INCMU620,100$177.0M14.50%
2BERKSHIRE HATHAWAY INC DELBRK-A125$94.3M7.73%
3MICRON TECHNOLOGY INCMU270,000$77.1M6.31%
4BERKSHIRE HATHAWAY INC DELBRK-A150,000$75.4M6.18%
5SPDR GOLD TRGLD190,000$75.3M6.17%
6MICRON TECHNOLOGY INCMU260,000$74.2M6.08%
7SPDR GOLD TRGLD120,678$47.8M3.92%
8ISHARES TR464287432473,500$41.3M3.38%
9VANECK ETF TRUST92189F106421,963$36.2M2.96%
10AMAZON COM INCAMZN143,503$33.1M2.71%
11ALPHABET INCGOOG104,453$32.7M2.68%
12NVIDIA CORPORATIONNVDA173,918$32.4M2.66%
13BERKSHIRE HATHAWAY INC DELBRK-A57,864$29.1M2.38%
14APPLE INCAAPL100,000$27.2M2.23%
15LABCORP HOLDINGS INCLH105,000$26.3M2.16%
16INVESCO QQQ TRIVZ40,000$24.6M2.01%
17SOUTHWEST AIRLS CO844741108550,000$22.7M1.86%
18BERKSHIRE HATHAWAY INC DELBRK-A40,000$20.1M1.65%
19TJX COS INC NEW872540109118,414$18.2M1.49%
20VANECK ETF TRUST92189F106200,000$17.2M1.40%