Saratoga Research & Investment Management BRK/B Berkshire Hathaway B (pre 50-1 COM

Ownership history in Saratoga Research & Investment Management  ·  67 quarters on record

AI Ownership Summary

Saratoga Research & Investment Management reported Berkshire Hathaway B (pre 50-1 COM (BRK/B) in 67 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 7.83% in 2025 Q1. The latest visible filing shows BRK/B at 7.06% 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 Saratoga Research & Investment Management's position in Berkshire Hathaway B (pre 50-1 COM, 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 Q2

BRK/B was reported at 7.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.83% 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
2024 Q1 to 2026 Q2

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.

How Saratoga Research & Investment Management 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 Q2 REDUCED 257,895 -14,136 -5.2% 7.06% $129.0M 2026-07-23 $469.32
2026 Q1 ADDED 272,031 +8,769 +3.3% 7.40% $130.4M 2026-05-08 $469.32
2025 Q4 REDUCED 263,262 -4,746 -1.8% 6.94% $132.3M 2026-02-05 $503.89
2025 Q3 ADDED 268,008 +9,743 +3.8% 7.01% $134.7M 2025-11-17 $503.26
2025 Q2 REDUCED 258,265 -20,276 -7.3% 6.72% $125.5M 2025-08-20 $488.68
2025 Q1 REDUCED 278,541 -71 -0.0% 7.83% $148.3M 2025-05-12 $514.30
2024 Q4 REDUCED 278,612 -47,936 -14.7% 6.37% $126.3M 2025-02-12 $471.73
2024 Q3 REDUCED 326,548 -13,793 -4.1% 6.58% $150.3M 2024-11-22 $476.57
2024 Q2 REDUCED 340,341 -10,428 -3.0% 6.30% $138.5M 2024-08-16 $444.51
2024 Q1 REDUCED 350,769 -2,379 -0.7% 6.70% $147.5M 2024-04-17 $397.74
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Saratoga Research & Investment Management 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 Saratoga Research & Investment Management reported owning BRK/B?

Saratoga Research & Investment Management reported BRK/B across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BRK/B position in Saratoga Research & Investment Management's portfolio?

The largest reported portfolio weight for BRK/B was 7.83% in 2025 Q1.

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

The most recent filing on this page is 2026 Q2, when Saratoga Research & Investment Management reported 257,895 shares, equal to 7.06% of portfolio, with an estimated market value of $129.0M.

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

The chart compares Saratoga Research & Investment Management'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 Saratoga Research & Investment Management time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Saratoga Research & Investment Management correctly timed 38 out of 66 reported position changes (58%). The annualised alpha on BRK/B relative to SPY over the holding period was -2.4%.

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