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.
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$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 |
|---|---|---|---|---|---|
D R Horton Inc COM · CUSIP 23331A109 | 0.0% | $600k | 3,564 | No earlier filing | New |
Jefferies Financial Group In COM · CUSIP 47233W109 | 0.0% | $22m | 433,558 | +$3.8m 0 shares | Held |
Lennar Corp CL B · CUSIP 526057302 | 0.0% | $26m | 298,117 | +$6.5m +60,414 shares | Added |
NVR Inc (NVR) COM · CUSIP 62944T105 | 0.0% | $76m | 11,112 | +$2.5m 0 shares | Held |
Macys Inc COM · CUSIP 55616P104 | 0.1% | $173m | 7,347,426 | +$118m +4,309,071 shares | Added |
Nucor Corp (NUE) COM · CUSIP 670346105 | 0.1% | $414m | 1,857,752 | -$247m -2,049,323 shares | Trimmed |
Louisiana Pac Corp COM · CUSIP 546347105 | 0.1% | $446m | 5,664,793 | +$34m 0 shares | Held |
Liberty Live Holdings Inc COM SER A · CUSIP 530909100 | 0.2% | $505m | 4,986,588 | +$48m 0 shares | Held |
Capital One Finl Corp COM · CUSIP 14040H105 | 0.2% | $602m | 3,000,000 | -$703m -4,150,000 shares | Trimmed |
New York Times Co MTN Be CL A · CUSIP 650111107 | 0.4% | $1.1bn | 15,700,000 | -$170m +553,465 shares | Added |
Liberty Live Holdings Inc COM SHS SER C · CUSIP 530909308 | 0.4% | $1.1bn | 10,587,143 | +$122m 0 shares | Held |
Lennar Corp CL A · CUSIP 526057104 | 0.4% | $1.2bn | 13,111,741 | +$309m +3,012,099 shares | Added |
Ally Finl Inc COM · CUSIP 02005N100 | 0.4% | $1.2bn | 27,000,000 | +$103m -2,000,000 shares | Trimmed |
Kroger Co (KR) COM · CUSIP 501044101 | 0.7% | $2.2bn | 39,000,000 | -$1.5bn -11,000,000 shares | Trimmed |
Verisign Inc COM · CUSIP 92343E102 | 0.8% | $2.3bn | 8,989,880 | +$29m 0 shares | Held |
Siriusxm Holdings Inc COMMON STOCK · CUSIP 829933100 | 1.2% | $3.7bn | 124,807,117 | +$806m 0 shares | Held |
Delta Air Lines Inc (DAL) COM NEW · CUSIP 247361702 | 1.8% | $5.4bn | 57,320,000 | +$2.7bn +17,510,544 shares | Added |
Davita Inc (DVA) COM · CUSIP 23918K108 | 2.1% | $6.4bn | 28,880,209 | +$1.8bn -1,220,376 shares | Trimmed |
Kraft Heinz Co (KHC) COM · CUSIP 500754106 | 2.6% | $7.7bn | 325,634,818 | +$368m 0 shares | Held |
Alphabet Inc CAP STK CL C · CUSIP 02079K107 | 3.2% | $9.6bn | 27,188,433 | +$8.6bn +23,603,218 shares | Added |
Moodys Corp COM · CUSIP 615369105 | 3.7% | $11.2bn | 24,669,778 | +$411m 0 shares | Held |
Chubb Limited (CB) COM · CUSIP H1467J104 | 3.9% | $11.7bn | 34,249,183 | +$507m 0 shares | Held |
Occidental Pete Corp COM · CUSIP 674599105 | 4.3% | $12.9bn | 264,941,431 | -$4.4bn 0 shares | Held |
Chevron Corporation (CVX) COM · CUSIP 166764100 | 4.7% | $14.0bn | 84,375,856 | -$3.5bn 0 shares | Held |
Bank of Amer Corp COM · CUSIP 060505104 | 9.2% | $27.5bn | 483,394,015 | +$2.5bn -30,230,150 shares | Trimmed |
Alphabet Inc CAP STK CL A · CUSIP 02079K305 | 9.4% | $28.2bn | 78,791,167 | +$12.6bn +24,541,369 shares | Added |
Coca Cola Co (KO) COM · CUSIP 191216100 | 11% | $32.5bn | 400,000,000 | +$2.1bn 0 shares | Held |
American Express Co (AXP) COM · CUSIP 025816109 | 17% | $51.3bn | 151,610,700 | +$5.4bn 0 shares | Held |
Apple Inc (AAPL) COM · CUSIP 037833100 | 22% | $66.0bn | 227,917,808 | +$8.1bn 0 shares | Held |
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 | $259bn | 36 | 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.
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