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Fund detail

Berkshire Hathaway (Buffett)

holding-company, quality, buffett

Quarters 52
2024-09-30 $266.38B
Positions 40
Showing 6 of 6 rows (filtered from 44)

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 APPLE INC AAPL $69.90B 26.24% 300,000,000 -100,000,000 -25.00% 30.09% 2016-03-31 $233 ~$40 +488.51%
2 BANK AMER CORP BAC $31.65B 11.88% 797,683,307 -235,168,699 -22.77% 14.67% 2017-09-30 $40 ~$26 +51.85%
3 CAPITAL ONE FINL CORP COF $1.36B 0.51% 9,100,000 -719,052 -7.32% 0.49% 2023-03-31 $150 ~$98 +53.55%
4 NU HLDGS LTD $1.18B 0.44% 86,438,997 -20,679,787 -19.31% 0.49% 2022-12-31 $14 ~$4 +235.38%
5 CHARTER COMMUNICATIONS INC N CHTR $914.5M 0.34% 2,821,879 -1,007,062 -26.30% 0.41% 2016-06-30 $324 ~$229 +41.60%
6 ULTA BEAUTY INC ULTA $9.4M 0.00% 24,203 -665,903 -96.49% 0.10% 2024-06-30 $389 ~$386 +0.84%