Slocum, Gordon & Co LLP BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in Slocum, Gordon & Co LLP  ·  11 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.47% in 2025 Q1. The latest visible filing shows BRK/B at 0.33% 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 Slocum, Gordon & Co LLP'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
2026 Q1

BRK/B was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% 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.

How Slocum, Gordon & Co LLP 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 1,027 -100 -8.9% 0.33% $492K 2026-04-15 $474.09
2025 Q4 REDUCED 1,127 -11 -1.0% 0.41% $566K 2026-01-26 $483.47
2025 Q3 ADDED 1,138 +1 +0.1% 0.46% $572K 2025-10-17 $492.42
2025 Q2 REDUCED 1,137 -60 -5.0% 0.44% $552K 2025-08-19 $485.31
2025 Q1 UNCHANGED 1,197 0% 0.47% $637K 2025-04-23 $526.81
2024 Q4 UNCHANGED 1,197 0% 0.45% $543K 2025-01-28 $469.97
2024 Q3 ADDED 1,197 +100 +9.1% 0.22% $551K 2024-11-04 $442.29
2024 Q2 UNCHANGED 1,097 0% 0.33% $446K 2024-08-05 $413.72
2024 Q1 REDUCED 1,097 -34 -3.0% 0.34% $461K 2024-05-02 $400.60
2023 Q4 ADDED 1,131 +53 +4.9% 0.35% $403K 2024-02-14 $398.68
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Slocum, Gordon & Co LLP 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 Slocum, Gordon & Co LLP reported owning BRK/B?

Slocum, Gordon & Co LLP reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for BRK/B was 0.47% 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 Slocum, Gordon & Co LLP reported 1,027 shares, equal to 0.33% of portfolio, with an estimated market value of $492K.

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

The chart compares Slocum, Gordon & Co LLP'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 Slocum, Gordon & Co LLP time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Slocum, Gordon & Co LLP correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on BRK/B relative to SPY over the holding period was -6.0%.

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