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Size ($ in 1000's)
At 03/31/2024: $217,394
At 12/31/2023: $194,086
First Dallas Securities Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Dallas Securities Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the First Dallas Securities Inc. top holdings by largest position size, as per the latest 13f filing made by First Dallas Securities Inc..
In the First Dallas Securities Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by First Dallas Securities Inc. in that top holding, then the share count change between reporting periods, and finally the First Dallas Securities Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| TEXAS PACIFIC LAND CORPORATI |
28,935 |
+19,171 |
$16,739 | | TPL | 28,935 | +19,171 | $16,739 | | APPLE INC |
95,075 |
-6,201 |
$16,304 | | AAPL | 95,075 | -6,201 | $16,304 | | NVIDIA CORPORATION |
17,771 |
+1,445 |
$16,058 | | NVDA | 17,771 | +1,445 | $16,058 | | ENCORE WIRE CORP |
38,344 |
+1,520 |
$10,076 | | WIRE | 38,344 | +1,520 | $10,076 | | EXXON MOBIL CORP |
60,098 |
-267 |
$6,986 | | XOM | 60,098 | -267 | $6,986 | | MICROSOFT CORP |
16,234 |
+11 |
$6,830 | | MSFT | 16,234 | +11 | $6,830 | | UBER TECHNOLOGIES INC |
86,650 |
-8,500 |
$6,671 | | UBER | 86,650 | -8,500 | $6,671 | | ONEOK INC NEW |
65,272 |
+481 |
$5,233 | | OKE | 65,272 | +481 | $5,233 | | FREEPORT MCMORAN INC |
95,176 |
+14,061 |
$4,475 | | FCX | 95,176 | +14,061 | $4,475 | | META PLATFORMS INC |
8,286 |
+80 |
$4,024 | | META | 8,286 | +80 | $4,024 | | AMAZON COM INC |
21,242 |
+7,636 |
$3,832 | | AMZN | 21,242 | +7,636 | $3,832 | | CATERPILLAR INC |
10,198 |
-100 |
$3,737 | | CAT | 10,198 | -100 | $3,737 | | ABBVIE INC |
18,875 |
-1,101 |
$3,437 | | ABBV | 18,875 | -1,101 | $3,437 | | EAGLE MATLS INC |
12,532 |
-3,214 |
$3,406 | | EXP | 12,532 | -3,214 | $3,406 | | CLEVELAND CLIFFS INC NEW |
145,350 |
UNCH |
$3,305 | | CLF | 145,350 | UNCH | $3,305 | | HOME DEPOT INC |
8,607 |
-21 |
$3,302 | | HD | 8,607 | -21 | $3,302 | | ELI LILLY & CO |
4,203 |
-20 |
$3,270 | | LLY | 4,203 | -20 | $3,270 | | BOEING CO |
16,926 |
+552 |
$3,267 | | BA | 16,926 | +552 | $3,267 | | AMGEN INC |
11,253 |
-525 |
$3,200 | | AMGN | 11,253 | -525 | $3,200 | | JPMORGAN CHASE & CO |
14,672 |
-434 |
$2,939 | | JPM | 14,672 | -434 | $2,939 | | ENERGY TRANSFER L P |
179,276 |
+23,804 |
$2,820 | | ET | 179,276 | +23,804 | $2,820 | | MERCK & CO INC |
20,559 |
+2,009 |
$2,713 | | MRK | 20,559 | +2,009 | $2,713 | | AMERICAN EXPRESS CO |
11,899 |
-1,475 |
$2,709 | | AXP | 11,899 | -1,475 | $2,709 | | VISTRA CORP |
37,814 |
-666 |
$2,634 | | VST | 37,814 | -666 | $2,634 | | CHESAPEAKE ENERGY CORP |
29,512 |
-3,574 |
$2,622 | | CHK | 29,512 | -3,574 | $2,622 | | ETHAN ALLEN INTERIORS INC |
73,526 |
+7,052 |
$2,542 | | ETD | 73,526 | +7,052 | $2,542 | | COSTCO WHSL CORP NEW |
3,211 |
+44 |
$2,352 | | COST | 3,211 | +44 | $2,352 | | BANK AMERICA CORP |
56,856 |
-4,870 |
$2,156 | | BAC | 56,856 | -4,870 | $2,156 | | ENLINK MIDSTREAM LLC |
157,638 |
-32,218 |
$2,150 | | ENLC | 157,638 | -32,218 | $2,150 | | JOHNSON & JOHNSON |
13,529 |
-455 |
$2,140 | | JNJ | 13,529 | -455 | $2,140 | | DRAFTKINGS INC NEW |
46,800 |
+3,725 |
$2,125 | | DKNG | 46,800 | +3,725 | $2,125 | | MICRON TECHNOLOGY INC |
17,675 |
-6,575 |
$2,084 | | MU | 17,675 | -6,575 | $2,084 | | WYNN RESORTS LTD |
20,350 |
+8,423 |
$2,080 | | WYNN | 20,350 | +8,423 | $2,080 | | NOVO NORDISK A S |
15,476 |
-600 |
$1,987 | | NVO | 15,476 | -600 | $1,987 | | XCEL ENERGY INC |
32,283 |
-2,966 |
$1,735 | | XEL | 32,283 | -2,966 | $1,735 | | SCHWAB CHARLES CORP |
23,215 |
-3,496 |
$1,679 | | SCHW | 23,215 | -3,496 | $1,679 | | INTERNATIONAL BUSINESS MACHS |
8,755 |
+6,905 |
$1,672 | | IBM | 8,755 | +6,905 | $1,672 | | AT&T INC |
89,383 |
-5,238 |
$1,573 | | T | 89,383 | -5,238 | $1,573 | | CAPITAL SOUTHWEST CORP |
53,448 |
+3,621 |
$1,334 | | CSWC | 53,448 | +3,621 | $1,334 |  BERKSHIRE HATHAWAY INC DEL |
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$1,307 | | BRK.B | 1,600 | UNCH | $673 | | BRK.A | 1 | UNCH | $634 | | COMMERCIAL METALS CO |
22,049 |
-2,331 |
$1,296 | | CMC | 22,049 | -2,331 | $1,296 | | BLACKSTONE INC |
9,815 |
-3,350 |
$1,289 | | BX | 9,815 | -3,350 | $1,289 | | VERIZON COMMUNICATIONS INC |
30,464 |
+2,383 |
$1,278 | | VZ | 30,464 | +2,383 | $1,278 | | FEDEX CORP |
4,181 |
-149 |
$1,211 | | FDX | 4,181 | -149 | $1,211 | | TOPGOLF CALLAWAY BRANDS CORP |
72,950 |
+8,500 |
$1,180 | | MODG | 72,950 | +8,500 | $1,180 | | AIRBNB INC |
7,005 |
+300 |
$1,156 | | ABNB | 7,005 | +300 | $1,156 | | MEDTRONIC PLC |
13,098 |
+1,450 |
$1,142 | | MDT | 13,098 | +1,450 | $1,142 | | TRIUMPH FINANCIAL INC |
14,385 |
-3,565 |
$1,141 | | TFIN | 14,385 | -3,565 | $1,141 | | WALMART INC |
18,923 |
+12,616 |
$1,139 | | WMT | 18,923 | +12,616 | $1,139 | | ON SEMICONDUCTOR CORP |
14,915 |
+65 |
$1,097 | | ON | 14,915 | +65 | $1,097 |
See Full List: All Stocks Held By First Dallas Securities Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By First Dallas Securities Inc.
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