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Portfolio (Quarterly) Guide ↗

Berkshire Hathaway

· CIK 0001067983
13F Portfolio $263.1B AUM 90 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 3 New 4 Added 6 Reduced 16 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 54,249,798.0 $15.60B 5.93% +36.4M +204.0% $287.56 +39.6%
2 NYT NEW YORK TIMES CO MTN BE Communication Services 15,146,535.0 $1.27B 0.48% +10.1M +199.0% $83.73 -9.3%
3 LEN LENNAR CORP Consumer Cyclical 10,099,642.0 $877.1M 0.33% +3.0M +43.2% $86.84 -3.2%
4 LENNAR CORP 237,703.0 $20.0M 0.01% +57K +31.3% $84.12

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.4%
Technology 22.9%
Consumer Defensive 15.8%
Energy 13.2%
Communication Services 8.1%
Healthcare 1.8%
Industrials 1.0%
Consumer Cyclical 0.4%
Basic Materials 0.4%