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Fund detail

Berkshire Hathaway (Buffett)

holding-company, quality, buffett

Quarters 52
2017-12-31 $191.24B
Positions 48

Fund Profile

Stored public background and source notes.

Background

Berkshire was rebuilt from a failing textile company starting in 1965 into a holding company funded by insurance float. The public book is run by Buffett, Charlie Munger (until 2023), and two long-tenured investment managers, Todd Combs and Ted Weschler, who handle a steadily larger slice. The 13F shows only U.S.-listed positions — it omits the cash pile, wholly-owned businesses, the Japanese trading-house stakes, and private holdings.

Key People

  • Warren Buffett Chairman

    Still the lead capital allocator behind Berkshire's largest legacy public positions.

  • Greg Abel President and CEO (effective Jan 1, 2026)

    Operating-company-route successor; Buffett stays chairman.

  • Todd Combs Investment Manager

    Joined 2010; commonly credited internally with the initial Apple build.

  • Ted Weschler Investment Manager

    Joined 2012; runs a sizable slice of the public book independently of Buffett.

Track Record / Style

Signature episodes from the public book: Coca-Cola accumulation starting 1988, Goldman Sachs and Bank of America preferreds during the 2008–2011 financial crisis, the 2016 Apple build that became Berkshire's largest position ever, and the 2022 staged exits of most bank holdings. The pattern is large, slow accumulation and rare exits — so the highest-information moves are trims, full sales, and brand-new positions outside Buffett's traditional circle (banks, consumer staples, energy).

Profile Sources

Total Disclosed Value

2013-06-30 → 2026-03-31 · $89.03B → $263.10B

$89.03B $226.29B $363.55B 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026