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Berkshire Hathaway Portfolio holdings
AUM
$263B
1-Year Est. Return
16.68%
Berkshire Hathaway is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Chaired by legendary investor Warren Buffett, it is known for its diverse range of subsidiaries and investments—spanning industries such as insurance, rail transportation, energy, manufacturing, and retail. Over the decades, Berkshire’s patient and value-oriented approach to investing has earned it a reputation for long-term stability and significant growth, turning it into one of the largest and most influential corporations in the world.
This Fund
S&P 500
This Quarter
Est. Return
+1.25%
1 Year Est. Return
+16.68%
3 Year Est. Return
+59.22%
5 Year Est. Return
+100.95%
10 Year Est. Return
+340.48%
AUM
$263B
AUM Growth
-$11.1B
(-4%)
Cap. Flow
-$6.65B
Cap. Flow
% of AUM
-2.53%
Top 10 Holdings %
Top 10 Hldgs %
90.72%
Holding
45
New
3
Increased
4
Reduced
6
Closed
16
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$11.4B |
| 2 |
Delta Air Lines
DAL
|
+$2.68B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.13B |
| 4 |
New York Times
NYT
|
+$763M |
| 5 |
Lennar Class A
LEN
|
+$329M |
Top Sells
| 1 |
Chevron
CVX
|
+$8.35B |
| 2 |
Visa
V
|
+$2.91B |
| 3 |
Mastercard
MA
|
+$2.28B |
| 4 |
Constellation Brands
STZ
|
+$1.91B |
| 5 |
UnitedHealth
UNH
|
+$1.66B |
Sector Composition
| 1 | Financials | 36.22% |
| 2 | Technology | 22.83% |
| 3 | Consumer Staples | 15.76% |
| 4 | Energy | 13.18% |
| 5 | Communication Services | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
NVR
NVR
$17.4B
| $73.2M | 0.03% |
11,112
| – | – |
|
27
Macy's
M
$5.99B
| $55M | 0.02% |
+3,038,355
| New | +$61.5M |
|
|
28
Lennar Class B
LEN.B
$19.6B
| $20M | 0.01% |
237,703
+56,723
| +31% | +$5.71M |
|
29
Jefferies Financial Group
JEF
$12.1B
| $17.9M | 0.01% |
433,558
| – | – |
|
30
Allegion
ALLE
$11.7B
| – | – |
-780,133
| Closed | -$124M |
|
31
Amazon
AMZN
$2.66T
| – | – |
-2,276,000
| Closed | -$525M |
|
32
Aon
AON
$78.5B
| – | – |
-3,602,995
| Closed | -$1.27B |
|
33
Atlanta Braves Holdings Series B
BATRK
$3.37B
| – | – |
-115,428
| Closed | -$4.55M |
|
34
Charter Communications
CHTR
$16.2B
| – | – |
-1,060,882
| Closed | -$221M |
|
35
Diageo
DEO
$45.9B
| – | – |
-227,750
| Closed | -$19.6M |
|
36
Domino's
DPZ
$10.3B
| – | – |
-3,350,000
| Closed | -$1.4B |
|
37
Liberty Media Series C
FWONK
$25B
| – | – |
-3,018,555
| Closed | -$297M |
|
38
HEICO Corp Class A
HEI.A
$34.8B
| – | – |
-1,294,612
| Closed | -$327M |
|
39
Lamar Advertising Co
LAMR
$16B
| – | – |
-1,202,410
| Closed | -$152M |
|
40
Liberty Latin America Class A
LILA
$1.51B
| – | – |
-3,527,891
| Closed | -$17.7M |
|
|
41
Liberty Latin America Class C
LILAK
$1.5B
| – | – |
-1,412,422
| Closed | -$9.58M |
|
|
42
Mastercard
MA
$475B
| – | – |
-3,986,648
| Closed | -$2.28B |
|
43
Pool Corp
POOL
$7.68B
| – | – |
-3,068,885
| Closed | -$702M |
|
|
44
UnitedHealth
UNH
$390B
| – | – |
-5,039,564
| Closed | -$1.66B |
|
|
45
Visa
V
$680B
| – | – |
-8,297,460
| Closed | -$2.91B |
|
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