Investor profile
Berkshire Hathaway
Concentrated long-term public equity holdings disclosed through quarterly Form 13F filings.
Latest filing: Aug 14, 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 -8.1% versus the prior filing; latest disclosed weight is 1.03%. DaVita HealthCare Partners Inc
Nucor Corp share count changed by -52.5% versus the prior filing; latest disclosed weight is 0.14%.
NEW YORK TIMES CO share count changed by 921.4% versus the prior filing; latest disclosed weight is 0.33%.
Apple Inc. share count changed by 445.7% versus the prior filing; latest disclosed weight is 0.37%.
Kroger Company share count changed by 69.2% versus the prior filing; latest disclosed weight is 0.51%.
VeriSign Inc share count changed by 724.0% versus the prior filing; latest disclosed weight is 0.67%.
Sirius XM Holding Inc share count changed by 580.8% versus the prior filing; latest disclosed weight is 1.07%.
Delta Air Lines Inc share count changed by -30.5% versus the prior filing; latest disclosed weight is 1.01%.
DAVITA INC appeared in the latest disclosed 13F portfolio at 0.88% disclosed weight. DaVita HealthCare Partners Inc
Chubb Ltd SWITZ appeared in the latest disclosed 13F portfolio at 4.24% disclosed weight.
OCCIDENTAL PETE CORP appeared in the latest disclosed 13F portfolio at 6.55% disclosed weight.
DaVita Inc was not present in the latest 13F information table after a prior 0.69% disclosed weight. DaVita HealthCare Partners Inc
Chubb Ltd was not present in the latest 13F information table after a prior 3.90% disclosed weight.
Occidental Petroleum Corp was not present in the latest 13F information table after a prior 3.97% disclosed weight. Occidental Petroleum Corporation
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. DaVita HealthCare Partners Inc
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 |
|---|---|---|---|---|---|
| Unmapped | OCCIDENTAL PETE CORP CUSIP 674599105 |
4.3% | 264,941,431 | 12,868,205,304,000 | Unclassified |
| Unmapped | CHUBB LIMITED CUSIP H1467J104 |
3.9% | 34,249,183 | 11,670,066,615,000 | Unclassified |
| GOOGL | Alphabet Inc Class A CUSIP 02079K107 |
3.2% | 27,188,433 | 9,606,489,032,000 | Technology |
| KHC | Kraft Heinz Co CUSIP 500754106 |
2.6% | 325,634,818 | 7,691,494,401,000 | Consumer Non-Cyclicals |
| DAL | Delta Air Lines Inc CUSIP 247361702 |
1.8% | 57,320,000 | 5,368,591,200,000 | Industrials |
| Unmapped | DAVITA INC CUSIP 23918K108 |
1.1% | 14,973,608 | 3,331,328,308,000 | Unclassified |
| Unmapped | DAVITA INC CUSIP 23918K108 |
1.0% | 13,906,601 | 3,093,940,590,000 | Unclassified |
| Unmapped | LIBERTY LIVE HOLDINGS INC CUSIP 530909308 |
0.2% | 5,507,583 | 581,821,068,000 | Unclassified |
| Unmapped | ALLY FINL INC CUSIP 02005N100 |
0.2% | 12,561,737 | 577,211,815,000 | Unclassified |
| CVX | Chevron Corp CUSIP 166764100 |
0.2% | 3,454,258 | 572,577,806,000 | Energy |
| SIRI | Sirius XM Holding Inc CUSIP 829933100 |
0.2% | 15,984,890 | 472,193,651,000 | Communication Services |
| NUE | Nucor Corp CUSIP 670346105 |
0.1% | 1,857,752 | 413,814,258,000 | Basic Materials |
| AXP | American Express Company CUSIP 025816109 |
0.1% | 1,149,942 | 388,967,882,000 | Financial Services |
| Unmapped | CAPITAL ONE FINL CORP CUSIP 14040H105 |
0.1% | 1,861,888 | 373,531,971,000 | Unclassified |
| Unmapped | LIBERTY LIVE HOLDINGS INC CUSIP 530909308 |
0.1% | 3,479,651 | 367,590,332,000 | Unclassified |
| Unmapped | LOUISIANA PAC CORP CUSIP 546347105 |
0.1% | 4,344,909 | 341,770,542,000 | Unclassified |
| Unmapped | LIBERTY LIVE HOLDINGS INC CUSIP 530909100 |
0.1% | 3,284,775 | 332,616,317,000 | Unclassified |
| KR | Kroger Company CUSIP 501044101 |
0.1% | 5,607,090 | 311,361,708,000 | Consumer Non-Cyclicals |
| VRSN | VeriSign Inc CUSIP 92343E102 |
0.08% | 972,947 | 244,754,547,000 | Technology |
| Unmapped | CAPITAL ONE FINL CORP CUSIP 14040H105 |
0.08% | 1,138,112 | 228,328,029,000 | Unclassified |
| BAC | Bank of America Corp CUSIP 060505104 |
0.07% | 3,920,000 | 223,361,600,000 | Financial Services |
| Unmapped | ALLY FINL INC CUSIP 02005N100 |
0.07% | 4,423,608 | 203,264,788,000 | Unclassified |
| AAPL | Apple Inc CUSIP 037833100 |
0.07% | 692,000 | 200,237,120,000 | Technology |
| Unmapped | ALLY FINL INC CUSIP 02005N100 |
0.06% | 4,228,200 | 194,285,790,000 | Unclassified |
| Unmapped | LIBERTY LIVE HOLDINGS INC CUSIP 530909308 |
0.05% | 1,437,289 | 151,835,210,000 | Unclassified |
| Unmapped | ALLY FINL INC CUSIP 02005N100 |
0.04% | 2,803,875 | 128,838,056,000 | Unclassified |
| Unmapped | LOUISIANA PAC CORP CUSIP 546347105 |
0.03% | 1,319,884 | 103,822,075,000 | Unclassified |
| Unmapped | LIBERTY LIVE HOLDINGS INC CUSIP 530909100 |
0.03% | 1,011,698 | 102,444,539,000 | Unclassified |
| NYT | NEW YORK TIMES CO CUSIP 650111107 |
0.03% | 1,400,000 | 97,972,000,000 | Communication Services |
| Unmapped | ALLY FINL INC CUSIP 02005N100 |
0.03% | 1,707,580 | 78,463,301,000 | Unclassified |
| NVR | NVR Inc CUSIP 62944T105 |
0.03% | 11,112 | 75,710,501,000 | Consumer Cyclical |
| LEN | Lennar Corporation CUSIP 526057104 |
0.02% | 745,392 | 67,450,522,000 | Consumer Cyclical |
| KO | Coca-Cola Co CUSIP 191216100 |
0.02% | 800,000 | 65,016,000,000 | Consumer Non-Cyclicals |
| Unmapped | ALLY FINL INC CUSIP 02005N100 |
0.02% | 1,275,000 | 58,586,250,000 | Unclassified |
| Unmapped | LIBERTY LIVE HOLDINGS INC CUSIP 530909100 |
0.02% | 456,768 | 46,252,328,000 | Unclassified |
| MCO | Moodys Corporation CUSIP 615369105 |
0.01% | 72,100 | 32,655,532,000 | Financial Services |
| LEN | Lennar Corporation CUSIP 526057302 |
<0.01% | 298,117 | 26,445,959,000 | Consumer Cyclical |
| Unmapped | LIBERTY LIVE HOLDINGS INC CUSIP 530909100 |
<0.01% | 233,347 | 23,628,717,000 | Unclassified |
| Unmapped | JEFFERIES FINANCIAL GROUP IN CUSIP 47233W109 |
<0.01% | 433,558 | 21,669,229,000 | Unclassified |
| Unmapped | LIBERTY LIVE HOLDINGS INC CUSIP 530909308 |
<0.01% | 162,620 | 17,179,177,000 | Unclassified |
| M | Macy's CUSIP 55616P104 |
<0.01% | 443,799 | 10,451,466,000 | Consumer Cyclical |
| GOOGL | Alphabet Inc Class A CUSIP 02079K305 |
<0.01% | 16,700 | 5,968,079,000 | Technology |
| DHI | DR Horton Inc CUSIP 23331A109 |
<0.01% | 3,564 | 580,504,000 | Consumer Cyclical |
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.