Manager activity
BERKSHIRE HATHAWAY INC
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 3
Add · 4
Reduce · 6
Exit · 16
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Add | ALPHABET INC | +36,403,656 | +204.0% | +3.89 pp | 5/15/2026 |
| Reduce | BANK AMERICA CORP | -3,671,769 | -0.7% | -0.86 pp | 5/15/2026 |
| Exit | VISA INC | -8,297,460 | Exit | -1.06 pp | 5/15/2026 |
| New | DELTA AIR LINES INC | +39,809,456 | New | +1.01 pp | 5/15/2026 |
| Reduce | CHEVRON CORPORATION | -45,780,506 | -35.2% | -0.60 pp | 5/15/2026 |
| Exit | MASTERCARD INCORPORATED | -3,986,648 | Exit | -0.83 pp | 5/15/2026 |
| Reduce | CONSTELLATION BRANDS INC | -12,367,110 | -95.1% | -0.62 pp | 5/15/2026 |
| Exit | UNITEDHEALTH GROUP INC | -5,039,564 | Exit | -0.61 pp | 5/15/2026 |
| Exit | DOMINOS PIZZA INC | -3,350,000 | Exit | -0.51 pp | 5/15/2026 |
| Exit | AON PLC | -3,602,995 | Exit | -0.46 pp | 5/15/2026 |
| New | ALPHABET INC | +3,585,215 | New | +0.39 pp | 5/15/2026 |
| Reduce | DAVITA INC | -1,658,480 | -5.2% | +0.44 pp | 5/15/2026 |
| Add | NEW YORK TIMES CO MTN BE | +10,080,791 | +199.0% | +0.35 pp | 5/15/2026 |
| Exit | POOL CORP | -3,068,885 | Exit | -0.26 pp | 5/15/2026 |
| Exit | AMAZON COM INC | -2,276,000 | Exit | -0.19 pp | 5/15/2026 |
| Reduce | NUCOR CORP | -2,500,674 | -39.0% | -0.13 pp | 5/15/2026 |
| Exit | HEICO CORP NEW | -1,294,612 | Exit | -0.12 pp | 5/15/2026 |
| Exit | LIBERTY MEDIA CORP DEL | -3,018,555 | Exit | -0.11 pp | 5/15/2026 |
| Exit | CHARTER COMMUNICATIONS INC N | -1,060,882 | Exit | -0.08 pp | 5/15/2026 |
| Add | LENNAR CORP | +3,048,692 | +43.2% | +0.07 pp | 5/15/2026 |
| Exit | LAMAR ADVERTISING CO NEW | -1,202,410 | Exit | -0.06 pp | 5/15/2026 |
| Exit | ALLEGION PLC | -780,133 | Exit | -0.05 pp | 5/15/2026 |
| Reduce | LIBERTY LIVE HOLDINGS INC | -330,518 | -3.0% | +0.05 pp | 5/15/2026 |
| New | MACYS INC | +3,038,355 | New | +0.02 pp | 5/15/2026 |
| Exit | DIAGEO PLC | -227,750 | Exit | -0.01 pp | 5/15/2026 |
| Exit | LIBERTY LATIN AMERICA LTD | -2,396,665 | Exit | -0.01 pp | 5/15/2026 |
| Exit | LIBERTY LATIN AMERICA LTD | -1,284,020 | Exit | 0.00 pp | 5/15/2026 |
| Exit | ATLANTA BRAVES HLDGS INC | -115,428 | Exit | 0.00 pp | 5/15/2026 |
| Add | LENNAR CORP | +56,723 | +31.3% | 0.00 pp | 5/15/2026 |