Holdings

Southeast Asset Advisors, LLC

As of Jun 30, 2026, Southeast Asset Advisors, LLC reported 167 positions worth US$809M. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Cnx Resources Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Alphabet Inc (google) Class C437KUS$156M−7,170Jun 30, 2026
Berkshire Hathaway Inc.287KUS$144M+149Jun 30, 2026
Cnx Resources Corporation2.41MUS$81.8M−2,000Jun 30, 2026
Apple Inc227KUS$65.7M−3,178Jun 30, 2026
Coca-cola Company (the)324KUS$26.3M+9Jun 30, 2026
Taiwan Semiconductor Manufacturing Co., Ltd.45,010US$21.5M+101Jun 30, 2026
Aflac Incorporated135KUS$15.8M+2Jun 30, 2026
Chevron Corporation91,032US$15.1M+38Jun 30, 2026
Microsoft Corp.35,657US$13.3M+851Jun 30, 2026
Vertiv Holdings, Llc35,574US$11.9M−861Jun 30, 2026