• 13F History

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$229M
Signature - Title
Cyrus Pearo - Director of Operations
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INVESTMENT MANAGEMENT ASSOCIATES INC /ADV reported 26 stock holdings with total value $229M as of Q4 2024. Top holdings included UBER, BSM, BTI, HII, and IMXI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 26 $229M +$12.8M -$26.8M -$14M UBER, BSM, BTI, HII, IMXI 13F-HR 2/3/2025, 02:18 PM
Q3 2024 33 $253M +$2.4M -$52.7M -$50.3M UBER, BTI, HII, BSM, LBRDK 13F-HR 11/4/2024, 06:06 PM
Q2 2024 33 $291M +$17.6M -$6.27M +$11.3M UBER, MCK, BTI, HII, BSM 13F-HR 8/1/2024, 01:24 PM
Q1 2024 34 $289M +$37.9M -$22.8M +$15.1M UBER, MCK, HII, IMXI, BSM 13F-HR 5/9/2024, 12:00 PM
Q4 2023 34 $259M +$26.4M -$25.7M +$661K UBER, MCK, HII, BSM, IMXI 13F-HR 2/9/2024, 01:07 PM
Q3 2023 41 $240M +$29.7M -$56.3M -$26.5M UBER, MCK, BSM, VGIT, HII 13F-HR 11/1/2023, 02:49 PM
Q2 2023 38 $275M +$21.7M -$1.64M +$20.1M MCK, UBER, HII, DXC, IMXI 13F-HR 8/1/2023, 04:57 PM
Q1 2023 38 $243M +$25.6M -$3.36M +$22.3M MCK, GOVT, DXC, HII, BSM 13F-HR 5/2/2023, 03:54 PM
Q4 2022 42 $239M +$33.1M -$11.2M +$21.9M MCK, BSM, DXC, GOVT, IMXI 13F-HR 2/2/2023, 10:15 AM
Q3 2022 43 $213M +$17.2M -$16.4M +$811K MCK, DXC, IMXI, HII, UBER 13F-HR 11/1/2022, 02:00 PM
Q2 2022 38 $230M +$31.2M -$394K +$30.8M MCK, DXC, GOVT, IMXI, BTI 13F-HR 8/1/2022, 01:35 PM
Q1 2022 43 $224M +$33.2M -$7.49M +$25.7M MCK, DXC, MO, BTI, GOVT 13F-HR 5/2/2022, 02:33 PM
Q4 2021 50 $216M +$20.5M -$6.97M +$13.5M MCK, DXC, MO, GLD, BTI 13F-HR 2/16/2022, 09:37 AM
Q3 2021 51 $189M +$15.1M -$3.46M +$11.6M DXC, MCK, MO, UBER, SKT 13F-HR 11/2/2021, 02:36 PM
Q2 2021 52 $189M +$19.8M -$9.47M +$10.3M DXC, QRTEA, SKT, MO, MCK 13F-HR 7/30/2021, 11:18 AM
Q1 2021 53 $168M +$26.3M -$4.1M +$22.2M DXC, MCK, MO, UBER, QRTEA 13F-HR 5/7/2021, 04:15 PM
Q4 2020 52 $131M DXC, UBER, MCK, QRTEA, MO 13F-HR 3/16/2021, 03:33 PM