Mraz, Amerine & Associates: Significant Energy Buys in June 2026 Portfolio Changes
Insights into holdings shifts for Mraz, Amerine & Associates Inc., focusing on notable purchases and sales during the quarter ending June 30, 2026.
For Mraz, Amerine & Associates Inc., the quarter ending June 30, 2026 (As Of Date: June 30, 2026) showed active management of its portfolio. The firm's total holdings value stood at $688 million this period.
The most significant purchase during the quarter was a substantial increase in shares of Devon Energy Corp (DVN). The position grew by an impressive 180.39% through adding approximately 76,933 more shares compared to the previous quarter.
Several other notable purchases were observed across various sectors. Baytex Energy Corp (BTE), an energy company, saw its position enter the portfolio for the first time or significantly increased from prior levels.
Additionally, positions in several smaller companies were bolstered. Amentum Holdings Inc (AMTM), a technology firm, experienced an increase of about 25% in its position.
On the selling side, while most holdings remained stable or increased slightly overall, some adjustments were made. The largest holding, Berkshire Hathaway Inc (BRK-B), saw a minor reduction of 1.35% in its stake during the quarter.
Other sales included reducing exposure to American Century ETFs (AVUV), which decreased by a small 1.02%. Holdings like White Mountains Ins Group and Fairfax Financial Holdings Ltd Sub Vysh also saw slight reductions.
The portfolio's sector allocation remained dominated by Financial Services, which accounted for 48.72% of the total value this quarter. Other sectors like Energy (10.93%) and Technology (2.53%) showed significant allocations based on disclosed holdings changes.