Locust Wood Capital Advisers’s Berkshire Hathaway Class B BRK.B Stock Holding History

Locust Wood Capital Advisers’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
2021 Q1	–	Sell	-11,500	Closed	-$2.67M	–	48
2020 Q4	$2.67M	Hold	11,500	–	–	0.15%	47
2020 Q3	$2.45M	Hold	11,500	–	–	0.16%	48
2020 Q2	$2.05M	Sell	11,500 -1,000	-8%	-$183K	0.13%	52
2020 Q1	$2.29M	Buy	+12,500	New	+$2.66M	0.19%	49
2019 Q1	–	Sell	-63,000	Closed	-$12.9M	–	49
2018 Q4	$12.9M	Buy	+63,000	New	+$13.2M	0.99%	34

Other funds holding BRK.B

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Locust Wood Capital Advisers's BRK.B Position: Q2 2026 in Review

Locust Wood Capital Advisers increased its Berkshire Hathaway Class B (BRK.B) stake by 0.91% in Q2 2026, buying an estimated $287K and bringing the position to 66,424 shares worth $33.2M. The position accounts for 0.8% of the portfolio, ranked #28.

Locust Wood Capital Advisers first reported a position in BRK.B in Q2 2013 and has held it in 53 quarters since. The position peaked at $59M in Q1 2024. 4,035 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Locust Wood Capital Advisers held 66,424 shares of Berkshire Hathaway Class B worth $33.2M as of Q2 2026.
Locust Wood Capital Advisers bought 597 Berkshire Hathaway Class B shares in Q2 2026, an estimated $287K.
Berkshire Hathaway Class B made up 0.8% of Locust Wood Capital Advisers's portfolio in Q2 2026, its #28 holding.
Locust Wood Capital Advisers first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 53 quarters since.
Locust Wood Capital Advisers's Berkshire Hathaway Class B position peaked at $59M in Q1 2024.
4,035 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.