DAVIS-REA LTD. BRK/B — BERKSHIRE HATHAWAY-B INC

Ownership history in DAVIS-REA LTD.  ·  36 quarters on record

AI Ownership Summary

DAVIS-REA LTD. reported BERKSHIRE HATHAWAY-B INC (BRK/B) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2025 Q1. The latest visible filing shows BRK/B at 0.12% 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 DAVIS-REA LTD.'s position in BERKSHIRE HATHAWAY-B INC, 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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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 DAVIS-REA LTD. fund profile DAVIS-REA LTD. full holdings
How DAVIS-REA LTD. held BRK/B — 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 REDUCED — — — 977 -50 -4.9% 0.12% $468K 2026-04-30 $469.32
2025 Q4 REDUCED — — — 1,027 -40 -3.7% 0.13% $516K 2026-01-28 $473.49
2025 Q3 UNCHANGED — — — 1,067 — 0% 0.13% $536K 2025-10-28 $481.44
2025 Q2 REDUCED — — — 1,067 -100 -8.6% 0.13% $518K 2025-07-24 $480.60
2025 Q1 ADDED — — — 1,167 +707 +153.7% 0.17% $622K 2025-05-06 $512.33
2024 Q4 UNCHANGED — — — 460 — 0% 0.11% $209K 2025-02-05 $473.73
2024 Q3 REDUCED — — — 460 -40 -8.0% 0.09% $212K 2024-10-28 $458.49
2024 Q2 REDUCED — — — 500 -90 -15.3% 0.10% $203K 2024-07-26 $437.66
2024 Q1 UNCHANGED — — — 590 — 0% 0.11% $248K 2024-05-06 $404.92
2023 Q4 REDUCED — — — 590 -311 -34.5% 0.11% $210K 2024-01-24 $376.59
26 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 DAVIS-REA LTD. 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 DAVIS-REA LTD. reported owning BRK/B?

DAVIS-REA LTD. reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in DAVIS-REA LTD.'s portfolio?

The largest reported portfolio weight for BRK/B was 0.17% 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 DAVIS-REA LTD. reported 977 shares, equal to 0.12% of portfolio, with an estimated market value of $468K.

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

The chart compares DAVIS-REA LTD.'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 DAVIS-REA LTD. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, DAVIS-REA LTD. correctly timed 4 out of 15 reported position changes (27%). The annualised alpha on BRK/B relative to SPY over the holding period was -1.2%.

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