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United American Securities Inc. (d/b/a UAS Asset Management)

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13F filer, CIK 1349353, NEW YORK, NY

United American Securities Inc. (d/b/a UAS Asset Management) reported $411,770,193 across 11 holdings for the quarter ended 2024-09-30, in a 13F-HR/A filed 2025-02-14. Its ten largest share positions make up 99.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001349353-25-000003

Period
2024-09-30
Reported value
$412M
Holdings
11
Top 10 weight
99.89%
New
1
Sold out
7

Part of the filer group United American Securities Inc. (d/b/a UAS Asset Management)

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CBnew+45,107$13M
AMZNadded+27,550$5.13M
TSMadded+22,318$3.88M
METAadded+2,249$1.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLexited-64,570-$11.8M
TSLAexited-51,748-$10.2M
LLYreduced-7,236-$6.41M
NVDAexited-50,943-$6.29M
UBERreduced-34,125-$2.56M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR/A 0001349353-25-000003, largest first. % of portfolio is the value over $411,770,193, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,115 shares 311,115$143M34.78%-796Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,661 shares 193,661$83.3M20.24%-607Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,683 shares 379,683$70.7M17.18%+27,550Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,528 shares 37,528$33.3M8.08%-478Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,439 shares 45,439$26M6.32%+2,249Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,651 shares 91,651$21.4M5.19%-3,543Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,867 shares 88,867$15.4M3.75%+22,318Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,107 shares 45,107$13M3.16%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,840 shares 4,840$4.29M1.04%-7,236Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares 1$691K0.17%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,875 shares 5,875$442K0.11%-34,125Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC64,570$11.8Mshares
TSLATESLA INC51,748$10.2Mshares
NVDANVIDIA CORPORATION50,943$6.29Mshares
CSGPCOSTAR GROUP INC30,035$2.23Mshares
ASMLASML HLDG NV2,000$2.05Mshares
NVONOVO-NORDISK A S13,170$1.88Mshares
PEPPEPSICO INC6,998$1.15Mshares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001349353-24-000006 superseded2024-11-13acceptance time not in the bulk data set
13F-HR/A 0001349353-25-000003 baserestatement2025-02-14acceptance time not in the bulk data set