Davis Asset Management, L.P. BRK/A — Berkshire Hathaway Inc Del Cl A Frmly

Ownership history in Davis Asset Management, L.P.  ·  15 quarters on record

AI Ownership Summary

Davis Asset Management, L.P. reported Berkshire Hathaway Inc Del Cl A Frmly (BRK/A) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 9.87% in 2026 Q1. The latest visible filing shows BRK/A at 9.87% 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/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Davis Asset Management, L.P.'s position in Berkshire Hathaway Inc Del Cl A Frmly, 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/A was reported at 9.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.87% in 2026 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/A stock page Davis Asset Management, L.P. fund profile Davis Asset Management, L.P. full holdings
How Davis Asset Management, L.P. held BRK/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 475 +355 +295.8% 9.87% $341.1M 2026-05-15 $704760.00
2025 Q4 UNCHANGED — — — 120 — 0% 3.24% $90.6M 2026-02-13 $751425.00
2025 Q3 UNCHANGED — — — 120 — 0% 3.22% $90.5M 2025-11-14 $763867.00
2025 Q2 UNCHANGED — — — 120 — 0% 3.40% $87.5M 2025-08-13 $715490.00
2025 Q1 UNCHANGED — — — 120 — 0% 3.99% $95.8M 2025-05-12 $772100.00
2024 Q4 UNCHANGED — — — 120 — 0% 3.33% $81.7M 2025-02-14 $719146.00
2024 Q3 UNCHANGED — — — 120 — 0% 3.32% $82.9M 2024-11-12 $700700.00
2024 Q2 UNCHANGED — — — 120 — 0% 3.30% $73.5M 2024-08-13 $649105.00
2024 Q1 UNCHANGED — — — 120 — 0% 3.34% $76.1M 2024-05-13 $621000.00
2023 Q4 UNCHANGED — — — 120 — 0% 3.20% $65.1M 2024-02-12 $597092.00
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/A

As of 2026 Q1 — sorted by position size

NORTHWESTERN UNIVERSITY 3Y 7Y 92.11% Mirae Asset Global Investments Co., Ltd. 3Y 7Y 88.4% Graham Holdings Co Master Retirement Trust 3Y 84.28% University of Maryland Foundation, Inc. 3Y 56.32% Hikari Tsushin, Inc. 3Y 7Y 55.8% Rede Wealth, LLC 3Y 53.73% Hikari Power Ltd 3Y 7Y 47.49% Baldwin Investment Management, LLC 3Y 7Y 46.58% Canton Hathaway, LLC 3Y 7Y 42.02% Punch Card Management L.P. 3Y 7Y 38.47%

FAQ About Davis Asset Management, L.P. and BRK/A

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

How long has Davis Asset Management, L.P. reported owning BRK/A?

Davis Asset Management, L.P. reported BRK/A across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/A position in Davis Asset Management, L.P.'s portfolio?

The largest reported portfolio weight for BRK/A was 9.87% in 2026 Q1.

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

The most recent filing on this page is 2026 Q1, when Davis Asset Management, L.P. reported 475 shares, equal to 9.87% of portfolio, with an estimated market value of $341.1M.

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

The chart compares Davis Asset Management, L.P.'s quarterly BRK/A 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.

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