2026 Q1 Portfolio Activity
In 2026 Q1, BERKSHIRE HATHAWAY INC maintained a portfolio of 45 distinct positions. The most significant new addition was DELTA AIR LINES INC, now representing 1.01% of the total fund value. They heavily accumulated shares in ALPHABET INC, increasing the position by 204.0%. Conversely, BERKSHIRE HATHAWAY INC completely exited their position in VISA INC.
Position History
hover any row below to update
Loading…
Total Positions
45
Quarter
2026 Q1
Top Holding
AAPL (22.0%)
Top 10 Concentration
90.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-45 of 45
BERKSHIRE HATHAWAY INC Full Holdings List — 2026 Q1
| 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 | 21.99% | 22.60% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
227,917,808 | $57,843,260,493 |
$76.49
+306.7%
|
1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 17.43% | 20.46% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
151,610,700 | $45,859,204,536 |
$23.99
+1202.6%
|
1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
KO
COCA COLA CO
|
Consumer Defensive | 11.56% | 10.20% |
#3
1
Prev: #4
|
6.0 |
—
|
no change | no change |
P
S
|
400,000,000 | $30,420,000,000 |
$18.06
+345.5%
|
1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
BAC
BANK AMERICA CO...
|
Financial Services | 9.52% | 10.38% |
#4
1
Prev: #3
|
4.8 |
—
|
-3,671,769 | -0.7% |
P
S
|
513,624,165 | $25,039,178,044 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 6.64% | 7.24% |
#5
Prev: #5
|
3.2 |
—
|
-45,780,506 | -35.2% |
P
S
|
84,375,856 | $17,457,364,606 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 6.55% | 3.97% |
#6
1
Prev: #7
|
3.6 |
—
|
no change | no change |
P
S
|
264,941,431 | $17,221,193,015 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.93% | 2.04% |
#7
3
Prev: #10
|
5.4 |
—
|
36,403,656 | 204.0% |
P
S
|
54,249,798 | $15,600,071,913 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CB
CHUBB LTD SWITZ
|
Financial Services | 4.24% | 3.90% |
#8
Prev: #8
|
2.7 |
—
|
no change | no change |
P
S
|
34,249,183 | $11,162,836,215 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MCO
MOODYS CORP
|
Financial Services | 4.09% | 4.60% |
#9
3
Prev: #6
|
2.6 |
—
|
no change | no change |
P
S
|
24,669,778 | $10,762,190,653 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KHC
KRAFT HEINZ CO
|
Consumer Defensive | 2.78% | 2.88% |
#10
1
Prev: #9
|
2.1 |
—
|
no change | no change |
P
S
|
325,634,818 | $7,323,527,057 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DVA
DAVITA INC
|
Healthcare | 1.76% | 1.32% |
#11
Prev: #11
|
1.2 |
—
|
-1,658,480 | -5.2% |
P
S
|
30,100,585 | $4,626,158,909 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KR
KROGER CO
|
Consumer Defensive | 1.38% | 1.14% |
#12
Prev: #12
|
1.6 |
—
|
no change | no change |
P
S
|
50,000,000 | $3,618,000,000 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SIRI
SIRIUSXM HOLDIN...
|
Communication Services | 1.09% | 0.91% |
#13
1
Prev: #14
|
1.4 |
—
|
no change | no change |
P
S
|
124,807,117 | $2,880,548,260 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DAL
DELTA AIR LINES...
|
Industrials | 1.01% | — |
#14
Prev: #—
|
3.9 |
—
|
39,809,456 | — |
NEW
|
39,809,456 | $2,646,532,635 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRSN
VERISIGN INC
|
Technology | 0.85% | 0.80% |
#15
1
Prev: #16
|
1.3 |
—
|
no change | no change |
P
S
|
8,989,880 | $2,232,726,597 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.50% | 0.63% |
#16
2
Prev: #18
|
1.2 |
—
|
no change | no change |
P
S
|
7,150,000 | $1,304,374,500 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NYT
NEW YORK TIMES ...
|
Communication Services | 0.48% | 0.13% |
#17
13
Prev: #30
|
3.2 |
—
|
10,080,791 | 199.0% |
P
S
|
15,146,535 | $1,268,219,376 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALLY
ALLY FINL INC
|
Financial Services | 0.43% | 0.48% |
#18
3
Prev: #21
|
1.2 |
—
|
no change | no change |
P
S
|
29,000,000 | $1,137,670,000 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.39% | — |
#19
Prev: #—
|
3.7 |
—
|
3,585,215 | — |
NEW
|
3,585,215 | $1,028,454,775 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLYVK
LIBERTY LIVE HO...
|
Communication Services | 0.38% | 0.33% |
#20
4
Prev: #24
|
0.7 |
—
|
-330,518 | -3.0% |
P
S
|
10,587,143 | $996,356,028 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LEN
LENNAR CORP
|
Consumer Cyclical | 0.33% | 0.26% |
#21
4
Prev: #25
|
2.6 |
—
|
3,048,692 | 43.2% |
P
S
|
10,099,642 | $877,052,911 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NUE
NUCOR CORP
|
Basic Materials | 0.25% | 0.38% |
#22
1
Prev: #23
|
0.1 |
—
|
-2,500,674 | -39.0% |
P
S
|
3,907,075 | $660,686,383 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLYVA
LIBERTY LIVE HO...
|
Communication Services | 0.17% | 0.15% |
#23
6
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
4,986,588 | $456,970,925 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LPX
LOUISIANA PAC C...
|
Industrials | 0.16% | 0.17% |
#24
4
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
5,664,793 | $412,113,691 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STZ
CONSTELLATION B...
|
Consumer Defensive | 0.04% | 0.65% |
#25
8
Prev: #17
|
0.0 |
—
|
-12,367,110 | -95.1% |
P
S
|
632,890 | $94,933,500 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVR
NVR INC
|
Consumer Cyclical | 0.03% | 0.03% |
#26
10
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
11,112 | $73,226,191 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
M
MACYS INC
|
Consumer Cyclical | 0.02% | — |
#27
Prev: #—
|
3.5 |
—
|
3,038,355 | — |
NEW
|
3,038,355 | $54,963,842 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LEN/B
LENNAR CORP
|
Consumer Cyclical | 0.01% | 0.01% |
#28
12
Prev: #40
|
2.5 |
—
|
56,723 | 31.3% |
P
S
|
237,703 | $19,995,576 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JEF
JEFFERIES FINAN...
|
Financial Services | 0.01% | 0.01% |
#29
8
Prev: #37
|
1.0 |
—
|
no change | no change |
P
S
|
433,558 | $17,892,939 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BATRK
ATLANTA BRAVES ...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #42) |
0.0 |
—
|
-115,428 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LILAK
LIBERTY LATIN A...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #41) |
0.0 |
—
|
-1,284,020 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LILA
LIBERTY LATIN A...
|
Communication Services | 0.00% | 0.01% |
Sold All 😨
(Was: #39) |
0.0 |
—
|
-2,396,665 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DEO
DIAGEO PLC
|
Consumer Defensive | 0.00% | 0.01% |
Sold All 😨
(Was: #38) |
0.0 |
—
|
-227,750 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALLE
ALLEGION PLC
|
Industrials | 0.00% | 0.05% |
Sold All 😨
(Was: #35) |
0.0 |
—
|
-780,133 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LAMR
LAMAR ADVERTISI...
|
Real Estate | 0.00% | 0.06% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-1,202,410 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHTR
CHARTER COMMUNI...
|
Communication Services | 0.00% | 0.08% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-1,060,882 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 0.00% | 0.11% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-3,018,555 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 0.00% | 0.12% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-1,294,612 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.00% | 0.19% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-2,276,000 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
POOL
POOL CORP
|
Industrials | 0.00% | 0.26% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-3,068,885 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AON
AON PLC
|
Financial Services | 0.00% | 0.46% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-3,602,995 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DPZ
DOMINOS PIZZA I...
|
Consumer Cyclical | 0.00% | 0.51% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-3,350,000 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.00% | 0.61% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-5,039,564 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.00% | 0.83% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-3,986,648 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 0.00% | 1.06% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-8,297,460 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-45 of 45 holdings