BH
Berkshire Hathaway
Conglomerate · CEO Greg Abel (post-Buffett, effective Jan 1 2026)
Disclosed-holdings index since Q2 2021
+56.2%
S&P +79.3% · trailed by 23.0%
Holdings
29
in Q1 2026
Q1 2026 value
$263.10B
latest disclosed
Hypothetical price-return of Hathaway's disclosed holdings, equal-exposure-capped at 30% per position, indexed to 0% at the first filing in view, vs the S&P 500 — not their actual return (excludes trade timing, position sizing, fees, dividends, and cash).
Portfolio allocation
- AAPLApple Inc22.0%
- AXPAmerican Express Co17.4%
- KOCoca-Cola Co11.6%
- BACBank of America Corp9.5%
- CVXChevron Corp6.6%
- OXYOCCIDENTAL PETROLEUM CORP6.5%
- GOOGLAlphabet Inc Cl A5.9%
- Other22 smaller positions20.4%
What this view can't show you
- 45-day disclosure lag — positions are reported up to 45 days after each quarter ends — the manager may have rotated by the time you see them.
- Long-only disclosure — short positions are not reported. Puts are shown at notional, not the premium paid.
- Options reported at notional — put / call positions are valued at strike × contracts × 100, not the cash actually at risk.
- Disclosed value ≠ performance — growth in disclosed value reflects market moves, new investor capital, and new buys — it is not pure returns.
- Index caps each position at 30% — the performance line holds no single name above 30% (the rest as cash), so one outsized pick can’t dominate the return. The allocation donut shows the true disclosed weight, which may be higher.
Biggest wins & losses
Wins
- +126%AAPLApple IncBought ~$137.74 →Now $311.33
- +89.6%AXPAmerican Express CoBought ~$165.23 →Now $313.28
- +62.8%KRKROGER COBought ~$38.31 →Now $62.37
- +60.5%DVADAVITA INCBought ~$120.43 →Now $193.23
- +45.1%KOCoca-Cola CoBought ~$54.11 →Now $78.49
Losses
- -44.4%KHCKRAFT HEINZ CO/THEBought ~$40.78 →Now $22.67
- -30.6%STZConstellation Brands IncBought ~$197.09 →Now $136.82
- -12.1%LENLENNAR CORP-ABought ~$103.44 →Now $90.94
- -3.8%NYTNEW YORK TIMES CO-ABought ~$78.94 →Now $75.97
- -2.4%NVRNVR INCBought ~$6,350.62 →Now $6,199.51
Avg buy price is estimated from the share-change history across 13F filings (quarter-end closes, split-adjusted) — not the actual fill. Current is the latest close.
Positions
Q1 2026 · 29 holdings
| TICKER | ISSUER | VALUE | WEIGHT | Quarter Change | DISCLOSED |
|---|---|---|---|---|---|
AAPL | Apple Inc | $57.84B | 22.0% | 0.6% | Disclosed May 15, 2026 |
AXP | American Express Co | $45.86B | 17.4% | 3.0% | Disclosed May 15, 2026 |
KO | Coca-Cola Co | $30.42B | 11.6% | 1.4% | Disclosed May 15, 2026 |
BAC | Bank of America Corp | $25.04B | 9.5% | 0.9% | Disclosed May 15, 2026 |
CVX | Chevron Corp | $17.46B | 6.6% | 0.6% | Disclosed May 15, 2026 |
OXY | OCCIDENTAL PETROLEUM CORP | $17.22B | 6.5% | 2.6% | Disclosed May 15, 2026 |
GOOGL | Alphabet Inc Cl A | $15.60B | 5.9% | 3.9% | Disclosed May 15, 2026 |
CB | CHUBB LTD SWITZ | $11.16B | 4.2% | 0.3% | Disclosed May 15, 2026 |
MCO | MOODY'S CORP | $10.76B | 4.1% | 0.5% | Disclosed May 15, 2026 |
KHC | KRAFT HEINZ CO/THE | $7.32B | 2.8% | 0.1% | Disclosed May 15, 2026 |
1–10 of 29
1 / 3