BRK.B β€” Berkshire Hathaway B COM

Ownership history in FREESTONE CAPITAL MANAGEMENT LLC  Β·  18 quarters on record

This page tracks every 13F SEC filing in which FREESTONE CAPITAL MANAGEMENT LLC reported a position in Berkshire Hathaway B COM (BRK.B). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.93% (2009 Q3)
πŸ“Š Avg. % of fund
0.33%
πŸ“… First filed
2002 Q1
πŸ“… Last filed
2009 Q3
⏱ Quarters held
18
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2009 Q3 ADDED 347 +107 +44.6% 0.93% $1.2M β€”
2009 Q2 ADDED 240 +71 +42.0% 0.75% $695K β€”
2009 Q1 ADDED 169 +16 +10.5% 0.68% $477K β€”
2008 Q4 REDUCED 153 -16 -9.5% 0.56% $492K β€”
2008 Q3 REDUCED 169 -112 -39.9% 0.47% $743K β€”
2005 Q4 ADDED 281 +264 +1552.9% 0.40% $825K β€”
2004 Q4 REDUCED 17 -27 -61.4% 0.03% $50K β€”
2004 Q3 ADDED 44 +34 +340.0% 0.06% $126K β€”
2004 Q2 REDUCED 10 -12 -54.5% 0.01% $30K β€”
2004 Q1 REDUCED 22 -142 -86.6% 0.03% $68K β€”
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🏒 Other funds also holding BRK.B

As of 2025 Q4 β€” sorted by position size

Drystone LLC 3Y 6.66% Lummis Asset Management, LP 4.97% Ironwood Investment Counsel, LLC 3Y 7Y 1.74% Barton Investment Management 3Y 7Y 0.57% KELLY LAWRENCE W & ASSOCIATES INC/CA 3Y 7Y 0.17% SCHULHOFF & CO INC 3Y 7Y 0.14% Accent Capital Management, LLC 0.09% Sawyer & Company, Inc 3Y 7Y 0.06% Tandem Investment Advisors, Inc. 3Y 7Y 0.01%
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