BERKSHIRE HATHAWAY INC Long-Term Concentrated

Name: BERKSHIRE HATHAWAY INC Q1 2026 13F Filing | 13F Explorer
Creator: BERKSHIRE HATHAWAY INC
Published: 2026-05-15

Location: Omaha, NE

CIK: 0001067983 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $263.1B (100.0% shares, 0.0% debt)

Holdings (29)

New Positions (3)

DAL DELTA AIR LINES INC 1.0%

Value $2.647B Shares 39,809,456 Est. Cost $69.85 Unrealized 0.0%

GOOG ALPHABET INC 0.4%

Value $1.028B Shares 3,585,215 Est. Cost $323.67 Unrealized 0.0%

M MACYS INC 0.0%

Value $54.96M Shares 3,038,355 Est. Cost $21.56 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DAL	DELTA AIR LINES INC	39,809,456	$2.647B	1.0%	$69.85	0.0%	COM NEW	247361702
GOOG	ALPHABET INC	3,585,215	$1.028B	0.4%	$323.67	0.0%	CAP STK CL C	02079K107
M	MACYS INC	3,038,355	$54.96M	0.0%	$21.56	0.0%	COM	55616P104

Increased Positions (4)

GOOGL ALPHABET INC 5.9%

Value $15.6B (+179.3%) Shares 54,249,798 (+204.0%) Est. Cost $285.76 Unrealized +13.1%

NYT NEW YORK TIMES CO MTN BE 0.5%

Value $1.268B (+260.6%) Shares 15,146,535 (+199.0%) Est. Cost $68.78 Unrealized +5.1%

LEN LENNAR CORP 0.3%

Value $877M (+21.0%) Shares 10,099,642 (+43.2%) Est. Cost $112.49 Unrealized +1.8%

LEN/B LENNAR CORP 0.0%

Value $20M (+16.2%) Shares 237,703 (+31.3%) Est. Cost $95.08 Unrealized +11.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	54,249,798 (+204.0%)	$15.6B (+179.3%)	5.9%	$285.76	+13.1%	CAP STK CL A	02079K305
NYT	NEW YORK TIMES CO MTN BE	15,146,535 (+199.0%)	$1.268B (+260.6%)	0.5%	$68.78	+5.1%	CL A	650111107
LEN	LENNAR CORP	10,099,642 (+43.2%)	$877M (+21.0%)	0.3%	$112.49	+1.8%	CL A	526057104
LEN/B	LENNAR CORP	237,703 (+31.3%)	$20M (+16.2%)	0.0%	$95.08	+11.4%	CL B	526057302

Exited Positions (16)

V VISA INC 1.1%

Value $2.91B Shares 8,297,460 Est. Cost $57.91 Unrealized +468.4%

MA MASTERCARD INCORPORATED 0.9%

Value $2.276B Shares 3,986,648 Est. Cost $71.38 Unrealized +655.1%

UNH UNITEDHEALTH GROUP INC 0.6%

Value $1.664B Shares 5,039,564 Est. Cost $374.94 Unrealized -17.7%

DPZ DOMINOS PIZZA INC 0.5%

Value $1.396B Shares 3,350,000 Est. Cost $429.44 Unrealized -6.7%

AON AON PLC 0.5%

Value $1.271B Shares 3,602,995 Est. Cost $214.04 Unrealized +57.0%

POOL POOL CORP 0.3%

Value $702M Shares 3,068,885 Est. Cost $315.83 Unrealized -20.3%

AMZN AMAZON COM INC 0.2%

Value $525M Shares 2,276,000 Est. Cost $123.09 Unrealized +84.3%

HEI/A HEICO CORP NEW 0.1%

Value $327M Shares 1,294,612 Est. Cost $175.89 Unrealized +47.5%

FWONK LIBERTY MEDIA CORP DEL 0.1%

Value $297M Shares 3,018,555 Est. Cost $98.51 Unrealized —

CHTR CHARTER COMMUNICATIONS INC N 0.1%

Value $221M Shares 1,060,882 Est. Cost $215.31 Unrealized -0.7%

LAMR LAMAR ADVERTISING CO NEW 0.1%

Value $152M Shares 1,202,410 Est. Cost $121.39 Unrealized —

ALLE ALLEGION PLC 0.0%

Value $124M Shares 780,133 Est. Cost $136.29 Unrealized +22.0%

DEO DIAGEO PLC 0.0%

Value $19.65M Shares 227,750 Est. Cost $181.18 Unrealized —

LILA LIBERTY LATIN AMERICA LTD 0.0%

Value $17.71M Shares 2,396,665 Est. Cost $20.32 Unrealized -62.5%

LILAK LIBERTY LATIN AMERICA LTD 0.0%

Value $9.579M Shares 1,284,020 Est. Cost $19.08 Unrealized -59.6%

BATRK ATLANTA BRAVES HLDGS INC 0.0%

Value $4.554M Shares 115,428 Est. Cost $37.85 Unrealized +7.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
V	VISA INC	8,297,460	$2.91B	1.1%	$57.91	+468.4%	—	92826C839
MA	MASTERCARD INCORPORATED	3,986,648	$2.276B	0.9%	$71.38	+655.1%	—	57636Q104
UNH	UNITEDHEALTH GROUP INC	5,039,564	$1.664B	0.6%	$374.94	-17.7%	—	91324P102
DPZ	DOMINOS PIZZA INC	3,350,000	$1.396B	0.5%	$429.44	-6.7%	—	25754A201
AON	AON PLC	3,602,995	$1.271B	0.5%	$214.04	+57.0%	—	G0403H108
POOL	POOL CORP	3,068,885	$702M	0.3%	$315.83	-20.3%	—	73278L105
AMZN	AMAZON COM INC	2,276,000	$525M	0.2%	$123.09	+84.3%	—	023135106
HEI/A	HEICO CORP NEW	1,294,612	$327M	0.1%	$175.89	+47.5%	—	422806208
FWONK	LIBERTY MEDIA CORP DEL	3,018,555	$297M	0.1%	$98.51	—	—	531229755
CHTR	CHARTER COMMUNICATIONS INC N	1,060,882	$221M	0.1%	$215.31	-0.7%	—	16119P108
LAMR	LAMAR ADVERTISING CO NEW	1,202,410	$152M	0.1%	$121.39	—	—	512816109
ALLE	ALLEGION PLC	780,133	$124M	0.0%	$136.29	+22.0%	—	G0176J109
DEO	DIAGEO PLC	227,750	$19.65M	0.0%	$181.18	—	—	25243Q205
LILA	LIBERTY LATIN AMERICA LTD	2,396,665	$17.71M	0.0%	$20.32	-62.5%	—	G9001E102
LILAK	LIBERTY LATIN AMERICA LTD	1,284,020	$9.579M	0.0%	$19.08	-59.6%	—	G9001E128
BATRK	ATLANTA BRAVES HLDGS INC	115,428	$4.554M	0.0%	$37.85	+7.3%	—	047726302

Decreased Positions (5)

CVX CHEVRON CORPORATION 6.6%

Value $17.46B (-12.0%) Shares 84,375,856 (-35.2%) Est. Cost $118.47 Unrealized +45.1%

STZ CONSTELLATION BRANDS INC 0.0%

Value $94.93M (-94.7%) Shares 632,890 (-95.1%) Est. Cost $200.14 Unrealized -22.1%

DVA DAVITA INC 1.8%

Value $4.626B (+28.2%) Shares 30,100,585 (-5.2%) Est. Cost $60.19 Unrealized +108.5%

NUE NUCOR CORP 0.3%

Value $661M (-36.8%) Shares 3,907,075 (-39.0%) Est. Cost $125.32 Unrealized +42.4%

LLYVK LIBERTY LIVE HOLDINGS INC 0.4%

Value $996M (+9.7%) Shares 10,587,143 (-3.0%) Est. Cost $85.87 Unrealized +0.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVX	CHEVRON CORPORATION	84,375,856 (-35.2%)	$17.46B (-12.0%)	6.6%	$118.47	+45.1%	COM	166764100
STZ	CONSTELLATION BRANDS INC	632,890 (-95.1%)	$94.93M (-94.7%)	0.0%	$200.14	-22.1%	CL A	21036P108
DVA	DAVITA INC	30,100,585 (-5.2%)	$4.626B (+28.2%)	1.8%	$60.19	+108.5%	COM	23918K108
NUE	NUCOR CORP	3,907,075 (-39.0%)	$661M (-36.8%)	0.3%	$125.32	+42.4%	COM	670346105
LLYVK	LIBERTY LIVE HOLDINGS INC	10,587,143 (-3.0%)	$996M (+9.7%)	0.4%	$85.87	+0.9%	COM SHS SER C	530909308

Unchanged Positions (17)

AXP AMERICAN EXPRESS CO 17.4%

Value $45.86B Shares 151,610,700 Est. Cost $59.62 Unrealized +497.4%

OXY OCCIDENTAL PETE CORP 6.5%

Value $17.22B Shares 264,941,431 Est. Cost $49.89 Unrealized -8.9%

AAPL APPLE INC 22.0%

Value $57.84B Shares 227,917,808 Est. Cost $88.56 Unrealized +196.8%

BAC BANK AMERICA CORP 9.5%

Value $25.04B Shares 513,624,165 Est. Cost $21.59 Unrealized +148.6%

KO COCA COLA CO 11.6%

Value $30.42B Shares 400,000,000 Est. Cost $27.85 Unrealized +168.4%

MCO MOODYS CORP 4.1%

Value $10.76B Shares 24,669,778 Est. Cost $53.10 Unrealized +821.9%

KHC KRAFT HEINZ CO 2.8%

Value $7.324B Shares 325,634,818 Est. Cost $47.82 Unrealized -50.0%

KR KROGER CO 1.4%

Value $3.618B Shares 50,000,000 Est. Cost $28.73 Unrealized +124.9%

CB CHUBB LTD SWITZ 4.2%

Value $11.16B Shares 34,249,183 Est. Cost $230.06 Unrealized +37.4%

COF CAPITAL ONE FINL CORP 0.5%

Value $1.304B Shares 7,150,000 Est. Cost $98.92 Unrealized +125.7%

SIRI SIRIUSXM HOLDINGS INC 1.1%

Value $2.881B Shares 124,807,117 Est. Cost $30.05 Unrealized -30.3%

ALLY ALLY FINL INC 0.4%

Value $1.138B Shares 29,000,000 Est. Cost $36.65 Unrealized +16.5%

LLYVA LIBERTY LIVE HOLDINGS INC 0.2%

Value $457M Shares 4,986,588 Est. Cost $83.24 Unrealized +1.8%

VRSN VERISIGN INC 0.8%

Value $2.233B Shares 8,989,880 Est. Cost $51.65 Unrealized +355.9%

LPX LOUISIANA PAC CORP 0.2%

Value $412M Shares 5,664,793 Est. Cost $57.21 Unrealized +55.7%

JEF JEFFERIES FINANCIAL GROUP IN 0.0%

Value $17.89M Shares 433,558 Est. Cost $27.19 Unrealized +116.3%

NVR NVR INC 0.0%

Value $73.23M Shares 11,112 Est. Cost $5820.19 Unrealized +31.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AXP	AMERICAN EXPRESS CO	151,610,700	$45.86B	17.4%	$59.62	+497.4%	COM	025816109
OXY	OCCIDENTAL PETE CORP	264,941,431	$17.22B	6.5%	$49.89	-8.9%	COM	674599105
AAPL	APPLE INC	227,917,808	$57.84B	22.0%	$88.56	+196.8%	COM	037833100
BAC	BANK AMERICA CORP	513,624,165	$25.04B	9.5%	$21.59	+148.6%	COM	060505104
KO	COCA COLA CO	400,000,000	$30.42B	11.6%	$27.85	+168.4%	COM	191216100
MCO	MOODYS CORP	24,669,778	$10.76B	4.1%	$53.10	+821.9%	COM	615369105
KHC	KRAFT HEINZ CO	325,634,818	$7.324B	2.8%	$47.82	-50.0%	COM	500754106
KR	KROGER CO	50,000,000	$3.618B	1.4%	$28.73	+124.9%	COM	501044101
CB	CHUBB LTD SWITZ	34,249,183	$11.16B	4.2%	$230.06	+37.4%	COM	H1467J104
COF	CAPITAL ONE FINL CORP	7,150,000	$1.304B	0.5%	$98.92	+125.7%	COM	14040H105
SIRI	SIRIUSXM HOLDINGS INC	124,807,117	$2.881B	1.1%	$30.05	-30.3%	COMMON STOCK	829933100
ALLY	ALLY FINL INC	29,000,000	$1.138B	0.4%	$36.65	+16.5%	COM	02005N100
LLYVA	LIBERTY LIVE HOLDINGS INC	4,986,588	$457M	0.2%	$83.24	+1.8%	COM SER A	530909100
VRSN	VERISIGN INC	8,989,880	$2.233B	0.8%	$51.65	+355.9%	COM	92343E102
LPX	LOUISIANA PAC CORP	5,664,793	$412M	0.2%	$57.21	+55.7%	COM	546347105
JEF	JEFFERIES FINANCIAL GROUP IN	433,558	$17.89M	0.0%	$27.19	+116.3%	COM	47233W109
NVR	NVR INC	11,112	$73.23M	0.0%	$5820.19	+31.0%	COM	62944T105