13F Filings History of INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$357,579,697
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 $357,579,697 as of Q4 2025. Top holdings included HII, MOH, UBER, BTI, and BSM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $357,579,697 +$54,192,013 -$36,704,904 +$17,487,109 HII, MOH, UBER, BTI, BSM 13F-HR 03 Feb 2026, 16:49
Q3 2025 27 $335,936,526 +$48,163,966 -$11,969,645 +$36,194,321 UBER, HII, BTI, BSM, MOH 13F-HR 06 Nov 2025, 11:00
Q2 2025 26 $296,702,283 +$46,418,115 -$9,101,298 +$37,316,817 UBER, HII, BTI, LBRDK, PM 13F-HR 04 Aug 2025, 10:49
Q1 2025 23 $244,442,753 +$16,874,648 -$15,030,640 +$1,844,008 UBER, BTI, BSM, HII, PM 13F-HR 30 Apr 2025, 16:18
Q4 2024 26 $229,012,925 +$12,812,305 -$26,771,704 -$13,959,399 UBER, BSM, BTI, HII, IMXI 13F-HR 03 Feb 2025, 14:18
Q3 2024 33 $253,460,519 +$2,399,001 -$52,668,974 -$50,269,973 UBER, BTI, HII, BSM, LBRDK 13F-HR 04 Nov 2024, 18:06
Q2 2024 33 $290,696,811 +$17,574,955 -$6,267,571 +$11,307,384 UBER, MCK, BTI, HII, BSM 13F-HR 01 Aug 2024, 13:24
Q1 2024 34 $289,329,801 +$37,933,087 -$22,792,663 +$15,140,424 UBER, MCK, HII, IMXI, BSM 13F-HR 09 May 2024, 12:00
Q4 2023 34 $258,666,195 +$26,365,839 -$25,705,290 +$660,549 UBER, MCK, HII, BSM, IMXI 13F-HR 09 Feb 2024, 13:07
Q3 2023 33 $239,752,577 +$29,734,208 -$56,263,376 -$26,529,168 UBER, MCK, BSM, VGIT, HII 13F-HR 01 Nov 2023, 14:49
Q2 2023 38 $274,855,290 +$21,709,137 -$2,476,329 +$19,232,808 MCK, UBER, HII, DXC, IMXI 13F-HR 01 Aug 2023, 16:57
Q1 2023 38 $242,614,378 +$25,647,876 -$21,280,082 +$4,367,794 MCK, GOVT, DXC, HII, BSM 13F-HR 02 May 2023, 15:54
Q4 2022 42 $238,878,324 +$33,100,411 -$22,425,277 +$10,675,134 MCK, BSM, DXC, GOVT, IMXI 13F-HR 02 Feb 2023, 11:15
Q3 2022 43 $212,638,000 +$17,246,438 -$16,560,184 +$686,254 MCK, DXC, IMXI, HII, UBER 13F-HR 01 Nov 2022, 14:00
Q2 2022 41 $229,867,000 +$31,192,466 -$12,891,122 +$18,301,344 MCK, DXC, GOVT, IMXI, BTI 13F-HR 01 Aug 2022, 13:35
Q1 2022 43 $223,757,000 +$33,156,148 -$12,886,902 +$20,269,246 MCK, DXC, MO, BTI, GOVT 13F-HR 02 May 2022, 14:33
Q4 2021 48 $201,388,000 +$20,459,012 -$15,911,838 +$4,547,174 MCK, DXC, MO, BTI, SKT 13F-HR 16 Feb 2022, 10:37
Q3 2021 51 $188,709,000 +$15,099,129 -$3,455,315 +$11,643,814 DXC, MCK, MO, UBER, SKT 13F-HR 02 Nov 2021, 14:36
Q2 2021 52 $188,800,000 +$19,819,828 -$9,472,091 +$10,347,737 DXC, QRTEA, SKT, MO, MCK 13F-HR 30 Jul 2021, 11:18
Q1 2021 53 $168,121,000 +$26,312,472 -$4,098,385 +$22,214,087 DXC, MCK, MO, UBER, QRTEA 13F-HR 07 May 2021, 16:15
Q4 2020 51 $131,216,000 $0 $0 $0 DXC, UBER, MCK, QRTEA, MO 13F-HR 16 Mar 2021, 15:33