Alan B Lancz & Associates, Inc. BRK/B — Berkshire Hathaway Inc B

Ownership history in Alan B Lancz & Associates, Inc.  ·  17 quarters on record

AI Ownership Summary

Alan B Lancz & Associates, Inc. reported Berkshire Hathaway Inc B (BRK/B) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.25% in 2025 Q1. The latest visible filing shows BRK/B at 2.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alan B Lancz & Associates, Inc.'s position in Berkshire Hathaway Inc B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRK/B was reported at 2.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.25% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRK/B stock page Alan B Lancz & Associates, Inc. fund profile Alan B Lancz & Associates, Inc. full holdings
How Alan B Lancz & Associates, Inc. held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,387 -1,052 -19.3% 2.04% $2.1M 2026-05-05 $469.32
2025 Q4 REDUCED — — — 5,439 -5 -0.1% 2.40% $2.7M 2026-02-06 $508.09
2025 Q3 REDUCED — — — 5,444 -55 -1.0% 2.47% $2.7M 2025-11-13 $513.11
2025 Q2 REDUCED — — — 5,499 -221 -3.9% 2.67% $2.7M 2025-07-30 $476.00
2025 Q1 ADDED — — — 5,720 +63 +1.1% 3.25% $3.0M 2025-04-30 $533.25
2024 Q4 REDUCED — — — 5,657 -25 -0.4% 2.60% $2.6M 2025-01-21 $468.57
2024 Q3 REDUCED — — — 5,682 -35 -0.6% 2.40% $2.6M 2024-11-04 $442.29
2024 Q2 REDUCED — — — 5,717 -35 -0.6% 2.30% $2.3M 2024-07-24 $432.80
2023 Q4 UNCHANGED — — — 5,752 — 0% 2.16% $2.1M 2024-02-06 $393.74
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% Pangea Capital Gestao de Recursos Ltda. 72.26% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97%

FAQ About Alan B Lancz & Associates, Inc. and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alan B Lancz & Associates, Inc. reported owning BRK/B?

Alan B Lancz & Associates, Inc. reported BRK/B across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Alan B Lancz & Associates, Inc.'s portfolio?

The largest reported portfolio weight for BRK/B was 3.25% in 2025 Q1.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q1, when Alan B Lancz & Associates, Inc. reported 4,387 shares, equal to 2.04% of portfolio, with an estimated market value of $2.1M.

What does the chart on this BRK/B ownership page compare?

The chart compares Alan B Lancz & Associates, Inc.'s quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Alan B Lancz & Associates, Inc. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Alan B Lancz & Associates, Inc. correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on BRK/B relative to SPY over the holding period was -3.2%.

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