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Waratah Capital Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Waratah Capital Advisors’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
2019
Q3 		– Sell
-447,100
Closed -$2.37M – 176
2019
Q2 		$2.37M Buy
+447,100
New +$92.5M 0.26% 63

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waratah Capital Advisors's BRK.B Position: Q1 2026 in Review

Waratah Capital Advisors sold out of Berkshire Hathaway Class B (BRK.B) in Q1 2026, closing a stake of 11,640 shares — an estimated $5.85M sold.

Waratah Capital Advisors first reported a position in BRK.B in Q4 2018 and held it in 20 quarters. The position peaked at $61.5M in Q4 2022. 4,856 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Waratah Capital Advisors reported no remaining Berkshire Hathaway Class B position as of Q1 2026 after selling out during the quarter.
  • Waratah Capital Advisors sold 11,640 Berkshire Hathaway Class B shares in Q1 2026, an estimated $5.85M.
  • Waratah Capital Advisors first reported a position in Berkshire Hathaway Class B in Q4 2018 and held it in 20 quarters.
  • Waratah Capital Advisors's Berkshire Hathaway Class B position peaked at $61.5M in Q4 2022.
  • 4,856 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.