BERKSHIRE HATHAWAY INC — 13F Holdings | Manifest

BERKSHIRE HATHAWAY INC

13F Holdings · CIK 1067983 · filed 2026-08-14

Compareto

Copied!

AI Summary

New Positions

1

3% of current holdings

Exited

1

3% of prior holdings

Increased

7

24% of prior holdings

Decreased

6

21% of prior holdings

Total holdings: 29 → 29

Show unchanged positions

/

15 positions

					Shares				Value ($)

New	Long	D R HORTON INC	23331A109	COM	—	3,564	+3,564	—	—	$580.5K	+$580.5K	—
Exited	Long	CONSTELLATION BRANDS INC	21036P108	CL A	632,890	—	−632,890	−100.0%	$94.9M	—	−$94.9M	−100.0%
Increased	Long	ALPHABET INC	02079K107	CAP STK CL C	3,585,215	27,188,433	+23,603,218	+658.3%	$1.03B	$9.61B	+$8.58B	+834.1%
Increased	Long	ALPHABET INC	02079K305	CAP STK CL A	54,249,798	78,791,167	+24,541,369	+45.2%	$15.60B	$28.16B	+$12.56B	+80.5%
Increased	Long	DELTA AIR LINES INC	247361702	COM NEW	39,809,456	57,320,000	+17,510,544	+44.0%	$2.65B	$5.37B	+$2.72B	+102.9%
Increased	Long	LENNAR CORP	526057104	CL A	10,099,642	13,111,741	+3,012,099	+29.8%	$877.1M	$1.19B	+$309.4M	+35.3%
Increased	Long	LENNAR CORP	526057302	CL B	237,703	298,117	+60,414	+25.4%	$20.0M	$26.4M	+$6.5M	+32.3%
Increased	Long	MACYS INC	55616P104	COM	3,038,355	7,347,426	+4,309,071	+141.8%	$55.0M	$173.0M	+$118.1M	+214.8%
Increased	Long	NEW YORK TIMES CO MTN BE	650111107	CL A	15,146,535	15,700,000	+553,465	+3.7%	$1.27B	$1.10B	−$169.5M	−13.4%
Decreased	Long	ALLY FINL INC	02005N100	COM	29,000,000	27,000,000	−2,000,000	−6.9%	$1.14B	$1.24B	+$103.0M	+9.1%
Decreased	Long	BANK OF AMER CORP	060505104	COM	513,624,165	483,394,015	−30,230,150	−5.9%	$25.04B	$27.54B	+$2.50B	+10.0%
Decreased	Long	CAPITAL ONE FINL CORP	14040H105	COM	7,150,000	3,000,000	−4,150,000	−58.0%	$1.30B	$601.9M	−$702.5M	−53.9%
Decreased	Long	DAVITA INC	23918K108	COM	30,100,585	28,880,209	−1,220,376	−4.1%	$4.63B	$6.43B	+$1.80B	+38.9%
Decreased	Long	KROGER CO	501044101	COM	50,000,000	39,000,000	−11,000,000	−22.0%	$3.62B	$2.17B	−$1.45B	−40.1%
Decreased	Long	NUCOR CORP	670346105	COM	3,907,075	1,857,752	−2,049,323	−52.5%	$660.7M	$413.8M	−$246.9M	−37.4%