Williams & Novak, LLC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in Williams & Novak, LLC  ·  8 quarters on record

AI Ownership Summary

Williams & Novak, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.72% in 2024 Q2. The latest visible filing shows BRK/B at 0.97% 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.

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 Williams & Novak, LLC'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 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 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 Williams & Novak, LLC fund profile Williams & Novak, LLC full holdings
How Williams & Novak, LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,716 -308 -10.2% 0.97% $1.3M 2026-04-21 $468.50
2025 Q4 REDUCED — — — 3,024 -13 -0.4% 1.14% $1.5M 2026-02-05 $503.89
2025 Q3 ADDED — — — 3,037 +43 +1.4% 1.17% $1.5M 2025-10-30 $478.52
2025 Q2 ADDED — — — 2,994 +4 +0.1% 1.24% $1.5M 2025-07-24 $480.60
2025 Q1 REDUCED — — — 2,990 -556 -15.7% 1.56% $1.6M 2025-05-15 $507.33
2024 Q4 REDUCED — — — 3,546 -323 -8.3% 1.55% $1.6M 2025-01-23 $459.83
2024 Q3 REDUCED — — — 3,869 -676 -14.9% 1.66% $1.8M 2024-10-07 $453.50
2024 Q2 INITIATED — — — 4,545 — — 1.72% $1.8M 2024-07-12 $424.44

🏢 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 Williams & Novak, LLC 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 Williams & Novak, LLC reported owning BRK/B?

Williams & Novak, LLC reported BRK/B across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BRK/B position in Williams & Novak, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 1.72% in 2024 Q2.

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

The most recent filing on this page is 2026 Q1, when Williams & Novak, LLC reported 2,716 shares, equal to 0.97% of portfolio, with an estimated market value of $1.3M.

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

The chart compares Williams & Novak, LLC'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 Williams & Novak, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Williams & Novak, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on BRK/B relative to SPY over the holding period was -8.2%.

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