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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
-1.29%
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
$260B
AUM Growth
-$7.37B
(-2.8%)
Cap. Flow
-$1.38B
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
88.64%
Holding
41
New
3
Increased
7
Reduced
7
Closed
2
Top Buys
| 1 |
Constellation Brands
STZ
|
+$1.16B |
| 2 |
Nucor
NUE
|
+$742M |
| 3 |
Pool Corp
POOL
|
+$294M |
| 4 |
Lennar Class A
LEN
|
+$241M |
| 5 |
D.R. Horton
DHI
|
+$203M |
Top Sells
| 1 |
Bank of America
BAC
|
+$2.17B |
| 2 |
Citigroup
C
|
+$1.03B |
| 3 |
Nu Holdings
NU
|
+$416M |
| 4 |
Liberty Media Series C
FWONK
|
+$305M |
| 5 |
DaVita
DVA
|
+$150M |
Sector Composition
| 1 | Financials | 36.91% |
| 2 | Technology | 26.95% |
| 3 | Consumer Staples | 17% |
| 4 | Energy | 12.67% |
| 5 | Communication Services | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Louisiana-Pacific
LPX
$5.04B
| $521M | 0.2% |
5,664,793
| – | – |
|
|
27
Pool Corp
POOL
$7.68B
| $466M | 0.18% |
1,464,000
+865,311
| +145% | +$294M |
|
28
Liberty Live Group Series A
LLYVA
$9.3B
| $335M | 0.13% |
4,986,588
| – | – |
|
|
29
Liberty Media Series C
FWONK
$25B
| $316M | 0.12% |
3,512,000
-3,289,360
| -48% | -$305M |
|
30
HEICO Corp Class A
HEI.A
$34.8B
| $245M | 0.09% |
1,162,088
+112,401
| +11% | +$21.8M |
|
|
31
Lennar Class A
LEN
$20B
| $222M | 0.09% |
+1,929,972
| New | +$241M |
|
|
32
D.R. Horton
DHI
$42.2B
| $192M | 0.07% |
+1,512,371
| New | +$203M |
|
33
NVR
NVR
$17.4B
| $80.5M | 0.03% |
11,112
| – | – |
|
34
Diageo
DEO
$45.9B
| $23.9M | 0.01% |
227,750
| – | – |
|
35
Jefferies Financial Group
JEF
$12.1B
| $23.2M | 0.01% |
433,558
| – | – |
|
|
36
Lennar Class B
LEN.B
$19.6B
| $16.7M | 0.01% |
152,774
-7,732
| -5% | -$922K |
|
37
Liberty Latin America Class A
LILA
$1.51B
| $16.7M | 0.01% |
3,872,526
| – | – |
|
38
Atlanta Braves Holdings Series B
BATRK
$3.37B
| $8.95M | ﹤0.01% |
223,645
| – | – |
|
|
39
Liberty Latin America Class C
LILAK
$1.5B
| $7.97M | ﹤0.01% |
1,412,422
| – | – |
|
|
40
Citigroup
C
$240B
| – | – |
-14,639,502
| Closed | -$1.03B |
|
|
41
Nu Holdings
NU
$66B
| – | – |
-40,180,168
| Closed | -$416M |
|
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