Berkshire Hathaway Inc
The positions Berkshire Hathaway Inc reported on its Form 13F for Q2 2026, the quarter ending 30 Jun 2026, filed on 14 Aug 2026. Every figure below is the filing’s own: US-listed long equity, valued at the quarter end, with the change measured against the same manager’s previous filing.
What Berkshire Hathaway Inc wrote
Letters & Theses- Berkshire Hathaway's 2025 letter to shareholders, Greg Abel's first as CEO · 28 Feb 2026
- Berkshire Hathaway's 2011 letter to shareholders · 25 Feb 2012
- Berkshire Hathaway's 2008 letter to shareholders · 27 Feb 2009
- Berkshire Hathaway's 2005 letter to shareholders · 28 Feb 2006
Reported book is the quarter-end market value of the securities on the 13F, mostly US-listed long equity. It is not the manager’s assets under management: shorts, cash, leverage and most non-US or private holdings sit outside it.
Opened this quarter
A new position is the clearest thing a filing says. Somebody argued for it recently, and it is the easiest question to be ready for.
- D R Horton Inc (DHI)$600k · 0.0%
Sold out of this quarter
Exits are valued at what the position was worth in the previous filing, because by this one it is gone.
- Constellation Brands Inc (STZ)$95m held before
Every reported position, Q2 2026
29 positions, sorted by weight
| Position | Weight ↓ | Value | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Apple Inc (AAPL) CUSIP 037833100 | 22% | $66.0bn | 227,917,808 | +$8.1bn 0 shares | Held |
| American Express Co (AXP) CUSIP 025816109 | 17% | $51.3bn | 151,610,700 | +$5.4bn 0 shares | Held |
| Coca Cola Co (KO) CUSIP 191216100 | 11% | $32.5bn | 400,000,000 | +$2.1bn 0 shares | Held |
| Alphabet Inc (GOOGL) Capital Stock Class A · CUSIP 02079K305 | 9.4% | $28.2bn | 78,791,167 | +$12.6bn +24,541,369 shares | Added |
| Bank of Amer Corp (BAC) CUSIP 060505104 | 9.2% | $27.5bn | 483,394,015 | +$2.5bn -30,230,150 shares | Trimmed |
| Chevron Corporation (CVX) CUSIP 166764100 | 4.7% | $14.0bn | 84,375,856 | -$3.5bn 0 shares | Held |
| Occidental Pete Corp (OXY) CUSIP 674599105 | 4.3% | $12.9bn | 264,941,431 | -$4.4bn 0 shares | Held |
| Chubb Limited (CB) CUSIP H1467J104 | 3.9% | $11.7bn | 34,249,183 | +$507m 0 shares | Held |
| Moodys Corp (MCO) CUSIP 615369105 | 3.7% | $11.2bn | 24,669,778 | +$411m 0 shares | Held |
| Alphabet Inc (GOOG) Capital Stock Class C · CUSIP 02079K107 | 3.2% | $9.6bn | 27,188,433 | +$8.6bn +23,603,218 shares | Added |
| Kraft Heinz Co (KHC) CUSIP 500754106 | 2.6% | $7.7bn | 325,634,818 | +$368m 0 shares | Held |
| Davita Inc (DVA) CUSIP 23918K108 | 2.1% | $6.4bn | 28,880,209 | +$1.8bn -1,220,376 shares | Trimmed |
| Delta Air Lines Inc (DAL) CUSIP 247361702 | 1.8% | $5.4bn | 57,320,000 | +$2.7bn +17,510,544 shares | Added |
| Siriusxm Holdings Inc (SIRI) CUSIP 829933100 | 1.2% | $3.7bn | 124,807,117 | +$806m 0 shares | Held |
| Verisign Inc (VRSN) CUSIP 92343E102 | 0.8% | $2.3bn | 8,989,880 | +$29m 0 shares | Held |
| Kroger Co (KR) CUSIP 501044101 | 0.7% | $2.2bn | 39,000,000 | -$1.5bn -11,000,000 shares | Trimmed |
| Ally Finl Inc (ALLY) CUSIP 02005N100 | 0.4% | $1.2bn | 27,000,000 | +$103m -2,000,000 shares | Trimmed |
| Lennar Corp (LEN) Class A · CUSIP 526057104 | 0.4% | $1.2bn | 13,111,741 | +$309m +3,012,099 shares | Added |
| Liberty Live Holdings Inc (LLYVK) Common Shares Series C · CUSIP 530909308 | 0.4% | $1.1bn | 10,587,143 | +$122m 0 shares | Held |
| New York Times Co MTN Be (NYT) Class A · CUSIP 650111107 | 0.4% | $1.1bn | 15,700,000 | -$170m +553,465 shares | Added |
| Capital One Finl Corp (COF) CUSIP 14040H105 | 0.2% | $602m | 3,000,000 | -$703m -4,150,000 shares | Trimmed |
| Liberty Live Holdings Inc (LLYVA) Common Series A · CUSIP 530909100 | 0.2% | $505m | 4,986,588 | +$48m 0 shares | Held |
| Louisiana Pac Corp (LPX) CUSIP 546347105 | 0.1% | $446m | 5,664,793 | +$34m 0 shares | Held |
| Nucor Corp (NUE) CUSIP 670346105 | 0.1% | $414m | 1,857,752 | -$247m -2,049,323 shares | Trimmed |
| Macys Inc (M) CUSIP 55616P104 | 0.1% | $173m | 7,347,426 | +$118m +4,309,071 shares | Added |
| NVR Inc (NVR) CUSIP 62944T105 | 0.0% | $76m | 11,112 | +$2.5m 0 shares | Held |
| Lennar Corp (LEN-B) Class B · CUSIP 526057302 | 0.0% | $26m | 298,117 | +$6.5m +60,414 shares | Added |
| Jefferies Financial Group In (JEF) CUSIP 47233W109 | 0.0% | $22m | 433,558 | +$3.8m 0 shares | Held |
| D R Horton Inc (DHI) CUSIP 23331A109 | 0.0% | $600k | 3,564 | No earlier filing | New |
Every filing on file
| Quarter | Period end | Filed | Book | Positions | Top 10 | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 Jun 2026 | 14 Aug 2026 | $299bn | 29 | 88% | 13F-HR |
| Q1 2026 | 31 Mar 2026 | 15 May 2026 | $263bn | 29 | 91% | 13F-HR |
| Q4 2025 | 31 Dec 2025 | 17 Feb 2026 | $274bn | 42 | 88% | 13F-HR |
| Q3 2025 | 30 Sept 2025 | 14 Nov 2025 | $267bn | 41 | 87% | 13F-HR |
| Q2 2025 | 30 Jun 2025 | 14 Aug 2025 | $258bn | 41 | 87% | 13F-HR |
| Q1 2025 | 31 Mar 2025 | 15 May 2025 | $260bn | 39 | 89% | 13F-HR |
| Q4 2024 | 31 Dec 2024 | 14 Feb 2025 | $267bn | 38 | 90% | 13F-HR |
| Q3 2024 | 30 Sept 2024 | 14 Nov 2024 | $266bn | 40 | 90% | 13F-HR |
Taking this into the room
Pick one name from the top of the book and one from the new positions, and know both properly: what the company earns, what it is priced at, and what has to be true for the position to work. That is a conversation. Reciting the whole table is not, and the interviewer wrote it.
A position sold out of is worth as much preparation as one opened. Ask what changed rather than asserting the fund was wrong, and be ready for the answer that the thesis played out and the money went somewhere better.
What this filing leaves out
A 13F covers US-listed long equity at one moment in time. Shorts, bonds, cash, private positions and non-US listings never appear, and options are reported in a form that will mislead you if you read them as a position. A long/short manager showing $8bn here may run a book several times that size.
The lag matters too. Positions are as at the quarter end and the filing arrives up to forty-five days later, so what you are reading is at least six weeks old and possibly four months. Phrase it as what the filing showed, not what the fund holds today.
You have read the book. Now have a view on one name
Pick a position, work out what it is worth, and be ready to defend it. That is the difference between a candidate who read the filing and one who did something with it.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
This manager, next quarter, and the week between
One email a week on what moved in the market, with the 13F changes the quarter they are filed.
One email a week, free, and you can leave at any point.