Hudson Bay Capital Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Hudson Bay Capital Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50,000	Closed	-$25.1M	–	1414
2025 Q4	$25.1M	Buy	50,000 +10,000	+25%	+$4.98M	0.08%	199
2025 Q3	$20.1M	Sell	40,000 -360,000	-90%	-$174M	0.07%	223
2025 Q2	$194M	Buy	400,000 +100,000	+33%	+$50.8M	0.66%	27
2025 Q1	$160M	Buy	+300,000	New	+$146M	0.49%	42
2017 Q2	–	Sell	-46,200	Closed	-$7.7M	–	553
2017 Q1	$7.7M	Buy	+46,200	New	+$7.73M	0.1%	200
2016 Q3	–	Sell	-28,400	Closed	-$4.11M	–	441
2016 Q2	$4.11M	Buy	+28,400	New	+$4.06M	0.13%	121

Other funds holding BRK.B

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hudson Bay Capital Management's BRK.B Position: Q1 2026 in Review

Hudson Bay Capital Management increased its Berkshire Hathaway Class B (BRK.B) stake by 26% in Q1 2026, buying an estimated $78.5M and bringing the position to 765,266 shares worth $367M. The position accounts for 1.27% of the portfolio, ranked #19.

Hudson Bay Capital Management first reported a position in BRK.B in Q4 2016 and has held it in 21 quarters since. The position peaked at $462M in Q4 2023. 4,866 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

Hudson Bay Capital Management held 765,266 shares of Berkshire Hathaway Class B worth $367M as of Q1 2026.
Hudson Bay Capital Management bought 160,000 Berkshire Hathaway Class B shares in Q1 2026, an estimated $78.5M.
Berkshire Hathaway Class B made up 1.27% of Hudson Bay Capital Management's portfolio in Q1 2026, its #19 holding.
Hudson Bay Capital Management first reported a position in Berkshire Hathaway Class B in Q4 2016 and has held it in 21 quarters since.
Hudson Bay Capital Management's Berkshire Hathaway Class B position peaked at $462M in Q4 2023.
4,866 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.