Carmichael Hill & Associates, Inc. BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in Carmichael Hill & Associates, Inc.  ·  48 quarters on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 48 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 3.29% in 2024 Q1. The latest visible filing shows BRK/B at 3.10% 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 Carmichael Hill & Associates, Inc.'s position in BERKSHIRE HATHAWAY INC DEL, 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
2024 Q3

BRK/B was reported at 3.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.29% in 2024 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 2024 Q3

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 Carmichael Hill & Associates, Inc. fund profile Carmichael Hill & Associates, Inc. full holdings
How Carmichael Hill & Associates, Inc. held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 18,972 +18,872 +18872.0% 3.10% $8.7M 2024-11-14 (Est.) $467.70
2024 Q3 REDUCED — — — 100 -18,984 -99.5% 0.02% $46K 2024-11-14 (Est.) $467.70
2024 Q2 ADDED — — — 19,084 +18,984 +18984.0% 3.04% $7.8M 2024-08-02 $428.36
2024 Q2 REDUCED — — — 100 -19,709 -99.5% 0.02% $41K 2024-08-02 $428.36
2024 Q1 ADDED — — — 19,809 +19,709 +19709.0% 3.29% $8.3M 2024-04-24 $405.95
2024 Q1 REDUCED — — — 100 -19,977 -99.5% 0.02% $42K 2024-04-24 $405.95
2023 Q4 ADDED — — — 20,077 +19,977 +19977.0% 2.97% $7.2M 2024-01-23 $372.14
2023 Q4 REDUCED — — — 100 -20,262 -99.5% 0.01% $36K 2024-01-23 $372.14
40 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% 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% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About Carmichael Hill & 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 Carmichael Hill & Associates, Inc. reported owning BRK/B?

Carmichael Hill & Associates, Inc. reported BRK/B across 8 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

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

The largest reported portfolio weight for BRK/B was 3.29% in 2024 Q1.

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

The most recent filing on this page is 2024 Q3, when Carmichael Hill & Associates, Inc. reported 18,972 shares, equal to 3.10% of portfolio, with an estimated market value of $8.7M.

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

The chart compares Carmichael Hill & 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 Carmichael Hill & Associates, Inc. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Carmichael Hill & Associates, Inc. correctly timed 37 out of 47 reported position changes (79%). The annualised alpha on BRK/B relative to SPY over the holding period was -0.9%.

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