Berkshire Hathaway Inc 13F
Reported portfolio value
$299.25B
+13.7% vs Mar 31, 2026 (market moves plus trading)
Positions
29
1 new, 1 exited since the last report
Ten largest positions
88.5%
of the reported portfolio
Largest holdings
Calculated from the filing. The last column compares the number of shares held with the previous report, so a stock simply rising in price is not shown as buying.
| Company | Value | Share of portfolio | Shares | Since last report |
|---|---|---|---|---|
| APPLE INC (COM) | $65.95B | 22.0% | 227,917,808 | No change |
| AMERICAN EXPRESS CO (COM) | $51.28B | 17.1% | 151,610,700 | No change |
| COCA COLA CO (COM) | $32.51B | 10.9% | 400,000,000 | No change |
| ALPHABET INC (CAP STK CL A) | $28.16B | 9.4% | 78,791,167 | +45.2% shares |
| BANK OF AMER CORP (COM) | $27.54B | 9.2% | 483,394,015 | -5.9% shares |
| CHEVRON CORPORATION (COM) | $13.99B | 4.7% | 84,375,856 | No change |
| OCCIDENTAL PETE CORP (COM) | $12.87B | 4.3% | 264,941,431 | No change |
| CHUBB LIMITED (COM) | $11.67B | 3.9% | 34,249,183 | No change |
| MOODYS CORP (COM) | $11.17B | 3.7% | 24,669,778 | No change |
| ALPHABET INC (CAP STK CL C) | $9.61B | 3.2% | 27,188,433 | +658.3% shares |
| KRAFT HEINZ CO (COM) | $7.69B | 2.6% | 325,634,818 | No change |
| DAVITA INC (COM) | $6.43B | 2.1% | 28,880,209 | -4.1% shares |
| DELTA AIR LINES INC (COM NEW) | $5.37B | 1.8% | 57,320,000 | +44.0% shares |
| SIRIUSXM HOLDINGS INC (COMMON STOCK) | $3.69B | 1.2% | 124,807,117 | No change |
| VERISIGN INC (COM) | $2.26B | 0.8% | 8,989,880 | No change |
Showing the 15 largest of 29 positions.
What changed since Mar 31, 2026
Dollars are estimates: shares bought or sold, priced at the current report's price per share. Each list shows the ten largest.
New positions 1
| Company | Shares | About |
|---|---|---|
| D R HORTON INC (COM) | 3,564 | $580.5K |
Exited positions 1
| Company | Shares sold | About |
|---|---|---|
| CONSTELLATION BRANDS INC (CL A) | 632,890 | $94.9M |
Increased stakes 7
| Company | Shares | About |
|---|---|---|
| ALPHABET INC (CAP STK CL A) | 54,249,798 to 78,791,167 (+45.2%) | $8.77B |
| ALPHABET INC (CAP STK CL C) | 3,585,215 to 27,188,433 (+658.3%) | $8.34B |
| DELTA AIR LINES INC (COM NEW) | 39,809,456 to 57,320,000 (+44.0%) | $1.64B |
| LENNAR CORP (CL A) | 10,099,642 to 13,111,741 (+29.8%) | $272.6M |
| MACYS INC (COM) | 3,038,355 to 7,347,426 (+141.8%) | $101.5M |
| NEW YORK TIMES CO MTN BE (CL A) | 15,146,535 to 15,700,000 (+3.7%) | $38.7M |
| LENNAR CORP (CL B) | 237,703 to 298,117 (+25.4%) | $5.4M |
Reduced stakes 6
| Company | Shares | About |
|---|---|---|
| BANK OF AMER CORP (COM) | 513,624,165 to 483,394,015 (-5.9%) | $1.72B |
| CAPITAL ONE FINL CORP (COM) | 7,150,000 to 3,000,000 (-58.0%) | $832.6M |
| KROGER CO (COM) | 50,000,000 to 39,000,000 (-22.0%) | $610.8M |
| NUCOR CORP (COM) | 3,907,075 to 1,857,752 (-52.5%) | $456.5M |
| DAVITA INC (COM) | 30,100,585 to 28,880,209 (-4.1%) | $271.5M |
| ALLY FINL INC (COM) | 29,000,000 to 27,000,000 (-6.9%) | $91.9M |
15 positions have the same number of shares as before.
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Reading the filing from sec.gov...
This filer also reports stakes of more than 5% in single companies: see its Schedule 13D and 13G stakes.