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INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV is an Investment Adviser institutional filer with the SEC under CIK 52024, reporting 27 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CO
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-03

Top 10 portfolio positions

The largest reported holdings in INVESTMENT MANAGEMENT ASSOCIATES INC /ADV's most recent 13F filing, ranked by reported market value.

  1. MOLINA HEALTHCARE INC (MOH)
  2. UBER TECHNOLOGIES INC (UBER)
  3. HUNTINGTON INGALLS INDS INC (HII)
  4. TRIUMPH FINANCIAL INC (TFIN)
  5. BLACK STONE MINERALS L P (BSM)
  6. KONINKLIJKE PHILIPS N V (PHG)
  7. PHILIP MORRIS INTL INC (PM)
  8. WORLD GOLD TR (GLDM)
  9. ENTERPRISE PRODS PARTNERS L (EPD)
  10. BAXTER INTL INC (BAX)
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