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	$383M	Buy	800,000 +110,000	+16%	+$54M	1.32%	18
2025 Q4	$347M	Buy	690,000 +6,000	+0.9%	+$2.99M	1.14%	19
2025 Q3	$344M	Sell	684,000 -466,000	-41%	-$226M	1.14%	15
2025 Q2	$559M	Buy	1,150,000 +300,000	+35%	+$152M	1.9%	8
2025 Q1	$453M	Buy	850,000 +250,000	+42%	+$122M	1.4%	11
2024 Q4	$272M	Buy	600,000 +120,000	+25%	+$55.4M	0.96%	19
2024 Q3	$221M	Buy	480,000 +300,000	+167%	+$133M	0.89%	26
2024 Q2	$73.2M	Sell	180,000 -105,000	-37%	-$42.9M	0.34%	54
2024 Q1	$120M	Sell	285,000 -370,000	-56%	-$146M	0.66%	35
2023 Q4	$234M	Buy	+655,000	New	+$230M	1.48%	17
2023 Q2	–	Sell	-300,000	Closed	-$92.6M	–	861
2023 Q1	$92.6M	Buy	+300,000	New	+$92.5M	0.76%	39
2022 Q4	–	Sell	-125,000	Closed	-$33.4M	–	1001
2022 Q3	$33.4M	Sell	125,000 -620,000	-83%	-$176M	0.3%	53
2022 Q2	$203M	Buy	+745,000	New	+$234M	1.54%	8
2019 Q2	–	Sell	-64,400	Closed	-$12.9M	–	452
2019 Q1	$12.9M	Buy	64,400 +43,700	+211%	+$8.82M	0.17%	119
2018 Q4	$4.23M	Buy	+20,700	New	+$4.32M	0.06%	342
2018 Q2	–	Sell	-20,000	Closed	-$3.99M	–	790
2018 Q1	$3.99M	Buy	+20,000	New	+$4.11M	0.08%	285
2017 Q3	–	Sell	-18,600	Closed	-$3.15M	–	400
2017 Q2	$3.15M	Hold	18,600	–	–	0.06%	265
2017 Q1	$3.1M	Sell	18,600 -11,400	-38%	-$1.91M	0.04%	365
2016 Q4	$4.89M	Buy	+30,000	New	+$4.62M	0.1%	202
2016 Q3	–	Sell	-21,000	Closed	-$3.04M	–	442
2016 Q2	$3.04M	Buy	+21,000	New	+$3M	0.09%	148

Other funds holding BRK.B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 4,856 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.
4,856 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.