2026 Q2 Portfolio Activity
In 2026 Q2, BERKSHIRE HATHAWAY INC maintained a portfolio of 30 distinct positions. The most significant new addition was D R HORTON INC, now representing 0.00% of the total fund value. They heavily accumulated shares in ALPHABET INC, increasing the position by 45.2%. The fund also reduced its exposure to KROGER CO by 22.0%.
Position History
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Total Positions
30
Quarter
2026 Q2
Top Holding
AAPL (22.0%)
Top 10 Concentration
88.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-30 of 30
BERKSHIRE HATHAWAY INC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 22.04% | 21.99% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
227,917,808 | $65,950,296,923 |
$76.43
+325.4%
|
1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 17.14% | 17.43% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
151,610,700 | $51,282,319,275 |
$23.93
+1285.0%
|
1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
KO
COCA COLA CO
|
Consumer Defensive | 10.86% | 11.56% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
400,000,000 | $32,508,000,000 |
$17.94
+397.8%
|
1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 9.41% | 5.93% |
#4
3
Prev: #7
|
6.8 |
—
|
24,541,369 | 45.2% |
P
S
|
78,791,167 | $28,157,599,351 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 9.20% | 9.52% |
#5
1
Prev: #4
|
4.7 |
—
|
-30,230,150 | -5.9% |
P
S
|
483,394,015 | $27,543,790,975 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 4.67% | 6.64% |
#6
1
Prev: #5
|
2.9 |
—
|
no change | no change |
P
S
|
84,375,856 | $13,986,141,890 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 4.30% | 6.55% |
#7
1
Prev: #6
|
2.7 |
—
|
no change | no change |
P
S
|
264,941,431 | $12,868,205,304 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CB
CHUBB LIMITED
|
Financial Services | 3.90% | 4.24% |
#8
Prev: #8
|
2.6 |
—
|
no change | no change |
P
S
|
34,249,183 | $11,670,066,615 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MCO
MOODYS CORP
|
Financial Services | 3.73% | 4.09% |
#9
Prev: #9
|
2.5 |
—
|
no change | no change |
P
S
|
24,669,778 | $11,173,435,852 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.21% | 0.39% |
#10
9
Prev: #19
|
4.3 |
—
|
23,603,218 | 658.3% |
P
S
|
27,188,433 | $9,606,489,032 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KHC
KRAFT HEINZ CO
|
Consumer Defensive | 2.57% | 2.78% |
#11
1
Prev: #10
|
2.0 |
—
|
no change | no change |
P
S
|
325,634,818 | $7,691,494,401 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DVA
DAVITA INC
|
Healthcare | 2.15% | 1.76% |
#12
1
Prev: #11
|
1.4 |
—
|
-1,220,376 | -4.1% |
P
S
|
28,880,209 | $6,425,268,898 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DAL
DELTA AIR LINES...
|
Industrials | 1.79% | 1.01% |
#13
1
Prev: #14
|
3.2 |
—
|
17,510,544 | 44.0% |
P
S
|
57,320,000 | $5,368,591,200 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SIRI
SIRIUSXM HOLDIN...
|
Communication Services | 1.23% | 1.09% |
#14
1
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
124,807,117 | $3,686,802,237 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRSN
VERISIGN INC
|
Technology | 0.76% | 0.85% |
#15
Prev: #15
|
1.3 |
—
|
no change | no change |
P
S
|
8,989,880 | $2,261,494,212 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KR
KROGER CO
|
Consumer Defensive | 0.72% | 1.38% |
#16
4
Prev: #12
|
0.3 |
—
|
-11,000,000 | -22.0% |
P
S
|
39,000,000 | $2,165,670,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALLY
ALLY FINL INC
|
Financial Services | 0.41% | 0.43% |
#17
1
Prev: #18
|
0.7 |
—
|
-2,000,000 | -6.9% |
P
S
|
27,000,000 | $1,240,650,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LEN
LENNAR CORP
|
Consumer Cyclical | 0.40% | 0.33% |
#18
3
Prev: #21
|
2.7 |
—
|
3,012,099 | 29.8% |
P
S
|
13,111,741 | $1,186,481,443 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLYVK
LIBERTY LIVE HO...
|
Communication Services | 0.37% | 0.38% |
#19
1
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
10,587,143 | $1,118,425,787 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NYT
NEW YORK TIMES ...
|
Communication Services | 0.37% | 0.48% |
#20
3
Prev: #17
|
0.6 |
—
|
553,465 | 3.7% |
P
S
|
15,700,000 | $1,098,686,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.20% | 0.50% |
#21
5
Prev: #16
|
0.1 |
—
|
-4,150,000 | -58.0% |
P
S
|
3,000,000 | $601,860,000 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLYVA
LIBERTY LIVE HO...
|
Communication Services | 0.17% | 0.17% |
#22
1
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
4,986,588 | $504,941,901 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LPX
LOUISIANA PAC C...
|
Industrials | 0.15% | 0.16% |
#23
1
Prev: #24
|
1.1 |
—
|
no change | no change |
P
S
|
5,664,793 | $445,592,617 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NUE
NUCOR CORP
|
Basic Materials | 0.14% | 0.25% |
#24
2
Prev: #22
|
0.1 |
—
|
-2,049,323 | -52.5% |
P
S
|
1,857,752 | $413,814,258 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
M
MACYS INC
|
Consumer Cyclical | 0.06% | 0.02% |
#25
2
Prev: #27
|
3.0 |
—
|
4,309,071 | 141.8% |
P
S
|
7,347,426 | $173,031,882 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVR
NVR INC
|
Consumer Cyclical | 0.03% | 0.03% |
#26
Prev: #26
|
1.0 |
—
|
no change | no change |
P
S
|
11,112 | $75,710,501 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LEN/B
LENNAR CORP
|
Consumer Cyclical | 0.01% | 0.01% |
#27
1
Prev: #28
|
2.5 |
—
|
60,414 | 25.4% |
P
S
|
298,117 | $26,445,959 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JEF
JEFFERIES FINAN...
|
Financial Services | 0.01% | 0.01% |
#28
1
Prev: #29
|
1.0 |
—
|
no change | no change |
P
S
|
433,558 | $21,669,229 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DHI
D R HORTON INC
|
Consumer Cyclical | 0.00% | — |
#29
Prev: #—
|
3.5 |
—
|
3,564 | — |
NEW
|
3,564 | $580,504 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STZ
CONSTELLATION B...
|
Consumer Defensive | 0.00% | 0.04% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-632,890 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-30 of 30 holdings