Investor profile
Berkshire Hathaway
Concentrated long-term public equity holdings disclosed through quarterly Form 13F filings.
Latest filing: May 15, 2026
Source: SEC 13F
Research only
Up to 10-Year Annual Return Study
Most recent complete calendar-year price return rows for the latest disclosed top-holdings basket compared with the S&P 500 benchmark. Current year is year to date.
Methodology: current latest disclosed 13F top holdings are price-marked through historical stock_price data and normalized to mapped tickers. Annual rows are refreshed by the tracker cron after market-close price data updates. Benchmark rows use S&P 500 marks from stock_price and fall back to mavefund_index_return annual S&P 500 rows when older price-table history is unavailable. This is a research backtest with survivorship bias, not the manager's actual fund return.
Basket Return Estimate
Indexed price mark of the latest disclosed holdings with mapped tickers.
Tracker vs S&P 500 benchmark
Latest Disclosed Moves
New and increased positions are disclosed adds; reduced and exited positions are disclosed trims or exits versus the prior filing.
DaVita Inc share count changed by -9.0% versus the prior filing; latest disclosed weight is 0.88%. DaVita HealthCare Partners Inc
DAVITA INC was not present in the latest 13F information table after a prior 0.63% disclosed weight.
CHUBB LIMITED was not present in the latest 13F information table after a prior 3.90% disclosed weight.
OCCIDENTAL PETE CORP was not present in the latest 13F information table after a prior 3.97% disclosed weight.
Alphabet Inc Class C appeared in the latest disclosed 13F portfolio at 0.39% disclosed weight.
Major Winners
Largest positive one-year contribution from mapped current holdings.
Major Losses
Largest negative or weakest one-year contribution from mapped current holdings.
Latest Disclosed Holdings
Weights are based on the information table value in the latest imported filing.
| Ticker | Company | Weight | Shares | Market value | Sector |
|---|---|---|---|---|---|
| OXY | Occidental Petroleum Corporation CUSIP 674599105 |
6.5% | 264,941,431 | $17.22B | Energy |
| CB | Chubb Ltd CUSIP H1467J104 |
4.2% | 34,249,183 | $11.16B | Financial Services |
| KHC | Kraft Heinz Co CUSIP 500754106 |
2.8% | 325,634,818 | $7.32B | Consumer Non-Cyclicals |
| DAL | Delta Air Lines Inc CUSIP 247361702 |
1.0% | 39,809,456 | $2.65B | Industrials |
| DVA | DaVita HealthCare Partners Inc CUSIP 23918K108 |
0.9% | 14,973,608 | $2.30B | Healthcare |
| KR | Kroger Company CUSIP 501044101 |
0.4% | 16,107,090 | $1.17B | Consumer Non-Cyclicals |
| GOOG | Alphabet Inc Class C CUSIP 02079K107 |
0.4% | 3,585,215 | $1.03B | Communication Services |
| LEN | Lennar Corporation CUSIP 526057104 |
0.3% | 10,099,642 | $877.05M | Consumer Cyclical |
| CVX | Chevron Corp CUSIP 166764100 |
0.3% | 3,454,258 | $714.69M | Energy |
| NUE | Nucor Corp CUSIP 670346105 |
0.3% | 3,907,075 | $660.69M | Basic Materials |
| ALLY | Ally Financial Inc. CUSIP 02005N100 |
0.2% | 12,719,675 | $498.99M | Financial Services |
| SIRI | Sirius XM Holding Inc CUSIP 829933100 |
0.1% | 15,984,890 | $368.93M | Communication Services |
| COF | Capital One Financial Corporation CUSIP 14040H105 |
0.1% | 1,939,213 | $353.77M | Financial Services |
| AXP | American Express Company CUSIP 025816109 |
0.1% | 1,149,942 | $347.83M | Financial Services |
| LLYVK | Liberty Live Group Series C CUSIP 530909308 |
0.1% | 3,479,651 | $327.47M | Communication Services |
| VRSN | VeriSign Inc CUSIP 92343E102 |
0.09% | 972,947 | $241.64M | Technology |
| BAC | Bank of America Corp CUSIP 060505104 |
0.07% | 3,920,000 | $191.10M | Financial Services |
| AAPL | Apple Inc CUSIP 037833100 |
0.07% | 692,000 | $175.62M | Technology |
| NYT | NEW YORK TIMES CO CUSIP 650111107 |
0.04% | 1,400,000 | $117.22M | Communication Services |
| LPX | LOUISIANA-PACIFIC CORP CUSIP 546347105 |
0.04% | 1,319,884 | $96.02M | Industrials |
| STZ | Constellation Brands Inc Class A CUSIP 21036P108 |
0.04% | 632,890 | $94.93M | Consumer Defensive |
| LLYVA | Liberty Live Group Series A CUSIP 530909100 |
0.04% | 1,011,698 | $92.71M | Communication Services |
| NVR | NVR Inc CUSIP 62944T105 |
0.03% | 11,112 | $73.23M | Consumer Cyclical |
| KO | Coca-Cola Co CUSIP 191216100 |
0.02% | 800,000 | $60.84M | Consumer Non-Cyclicals |
| MCO | Moodys Corporation CUSIP 615369105 |
0.01% | 72,100 | $31.45M | Financial Services |
| M | Macy's CUSIP 55616P104 |
<0.01% | 1,376,226 | $24.90M | Consumer Cyclical |
| LEN | Lennar Corporation CUSIP 526057302 |
<0.01% | 237,703 | $20.00M | Consumer Cyclical |
| JEF | Jefferies Financial Group Inc. CUSIP 47233W109 |
<0.01% | 433,558 | $17.89M | Financial Services |
| GOOGL | Alphabet Inc Class A CUSIP 02079K305 |
<0.01% | 16,700 | $4.80M | Technology |
Research and Risk Disclosure
This page is for informational research and decision support only. It is not personalized financial advice and does not say that any user should buy or sell a security. 13F investor data reflects last disclosed public filings and may be delayed, incomplete, amended, or no longer current. Strategy returns are historical model output or live tracking only when explicitly marked live. Review benchmark, time period, rebalancing frequency, data assumptions, fees, slippage, drawdown, and survivorship-bias handling before relying on any performance comparison.