Compounder

Warren Buffett

Net selling

BERKSHIRE HATHAWAY INC — managed by Warren Buffett; US equity positions disclosed quarterly via SEC 13F

Portfolio value$263.10B
Holdings29
Latest period2026-03-31
Top holdingAPPLE INC
Holdings
SecurityValueSharesWeight
APPLE INC37833100$57.84B227,917,80821.99%
AMERICAN EXPRESS CO25816109$45.86B151,610,70017.43%
COCA COLA CO191216100$30.42B400,000,00011.56%
BANK AMERICA CORP60505104$25.04B513,624,1659.52%
CHEVRON CORPORATION166764100$17.46B84,375,8566.64%
OCCIDENTAL PETE CORP674599105$17.22B264,941,4316.55%
ALPHABET INC02079K305$15.60B54,249,7985.93%
CHUBB LTD SWITZH1467J104$11.16B34,249,1834.24%
MOODYS CORP615369105$10.76B24,669,7784.09%
KRAFT HEINZ CO500754106$7.32B325,634,8182.78%
DAVITA INC23918K108$4.63B30,100,5851.76%
KROGER CO501044101$3.62B50,000,0001.38%
SIRIUSXM HOLDINGS INC829933100$2.88B124,807,1171.09%
DELTA AIR LINES INC247361702$2.65B39,809,4561.01%
VERISIGN INC9.2343e+106$2.23B8,989,8800.85%
CAPITAL ONE FINL CORP14040H105$1.30B7,150,0000.50%
NEW YORK TIMES CO MTN BE650111107$1.27B15,146,5350.48%
ALLY FINL INC02005N100$1.14B29,000,0000.43%
ALPHABET INC02079K107$1.03B3,585,2150.39%
LIBERTY LIVE HOLDINGS INC530909308$996.4M10,587,1430.38%
LENNAR CORP526057104$877.1M10,099,6420.33%
NUCOR CORP670346105$660.7M3,907,0750.25%
LIBERTY LIVE HOLDINGS INC530909100$457.0M4,986,5880.17%
LOUISIANA PAC CORP546347105$412.1M5,664,7930.16%
CONSTELLATION BRANDS INC21036P108$94.9M632,8900.04%

Showing top 25 of 29 positions

Quarter Changes
New (3)
DELTA AIR LINES INC$2.65B
ALPHABET INC$1.03B
MACYS INC$55.0M
Exited (16)
VISA INC$0
MASTERCARD INCORPORATED$0
UNITEDHEALTH GROUP INC$0
DOMINOS PIZZA INC$0
AON PLC$0
POOL CORP$0
AMAZON COM INC$0
HEICO CORP NEW$0
Added (4)
ALPHABET INC+204.0%
NEW YORK TIMES CO MTN BE+199.0%
LENNAR CORP+43.2%
LENNAR CORP+31.3%
Trimmed (6)
BANK AMERICA CORP-0.7%
CHEVRON CORPORATION-35.2%
DAVITA INC-5.2%
LIBERTY LIVE HOLDINGS INC-3.0%
NUCOR CORP-39.0%
CONSTELLATION BRANDS INC-95.1%

Sources·SEC EDGAR 13F as of 2026-05-15