{ "manager": "Berkshire Hathaway", "page": "https://www.moatshark.com/m/berkshire-hathaway", "form": "13F-HR", "period": "2026-06-30", "filed": "2026-08-14", "previous_period": "2026-03-31", "filing_url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.htm", "total_value_usd": 299253556246, "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.", "holdings": [ { "company": "Apple", "ticker": "AAPL", "moatshark_slug": "aapl", "sector": "Technology", "value_usd": 65950296923, "shares": 227917808, "portfolio_pct": 22.04, "previous_pct": 21.99, "change": "HOLD", "share_change_pct": 0, "quarters_held": 42 }, { "company": "American Express", "ticker": "AXP", "moatshark_slug": "axp", "sector": "Financials", "value_usd": 51282319275, "shares": 151610700, "portfolio_pct": 17.14, "previous_pct": 17.43, "change": "HOLD", "share_change_pct": 0, "quarters_held": 53 }, { "company": "Alphabet", "ticker": "GOOG", "moatshark_slug": "goog", "sector": "Communication and media", "value_usd": 37764088383, "shares": 105979600, "portfolio_pct": 12.62, "previous_pct": 6.32, "change": "ADD", "share_change_pct": 83.2, "quarters_held": 4 }, { "company": "Coca-Cola", "ticker": "KO", "moatshark_slug": "ko", "sector": "Consumer staples", "value_usd": 32508000000, "shares": 400000000, "portfolio_pct": 10.86, "previous_pct": 11.56, "change": "HOLD", "share_change_pct": 0, "quarters_held": 53 }, { "company": "Bank of America", "ticker": "BAC", "moatshark_slug": "bac", "sector": "Financials", "value_usd": 27543790975, "shares": 483394015, "portfolio_pct": 9.2, "previous_pct": 9.52, "change": "REDUCE", "share_change_pct": -5.9, "quarters_held": 36 }, { "company": "Chevron", "ticker": "CVX", "moatshark_slug": "cvx", "sector": "Energy", "value_usd": 13986141890, "shares": 84375856, "portfolio_pct": 4.67, "previous_pct": 6.64, "change": "HOLD", "share_change_pct": 0, "quarters_held": 24 }, { "company": "Occidental Petroleum", "ticker": "OXY", "moatshark_slug": "oxy", "sector": "Energy", "value_usd": 12868205304, "shares": 264941431, "portfolio_pct": 4.3, "previous_pct": 6.55, "change": "HOLD", "share_change_pct": 0, "quarters_held": 18 }, { "company": "Chubb", "ticker": "CB", "moatshark_slug": "cb", "sector": "Insurance", "value_usd": 11670066615, "shares": 34249183, "portfolio_pct": 3.9, "previous_pct": 4.24, "change": "HOLD", "share_change_pct": 0, "quarters_held": 12 }, { "company": "Moody's", "ticker": "MCO", "moatshark_slug": "mco", "sector": "Financials", "value_usd": 11173435852, "shares": 24669778, "portfolio_pct": 3.73, "previous_pct": 4.09, "change": "HOLD", "share_change_pct": 0, "quarters_held": 53 }, { "company": "Kraft Heinz", "ticker": "KHC", "moatshark_slug": "khc", "sector": "Consumer staples", "value_usd": 7691494401, "shares": 325634818, "portfolio_pct": 2.57, "previous_pct": 2.78, "change": "HOLD", "share_change_pct": 0, "quarters_held": 44 }, { "company": "DaVita", "ticker": "DVA", "moatshark_slug": "dva", "sector": "Health care", "value_usd": 6425268898, "shares": 28880209, "portfolio_pct": 2.15, "previous_pct": 1.76, "change": "REDUCE", "share_change_pct": -4.1, "quarters_held": 53 }, { "company": "Delta Air Lines", "ticker": "DAL", "moatshark_slug": "dal", "sector": "Industrials", "value_usd": 5368591200, "shares": 57320000, "portfolio_pct": 1.79, "previous_pct": 1.01, "change": "ADD", "share_change_pct": 44, "quarters_held": 2 }, { "company": "Siriusxm Holdings", "ticker": "SIRI", "moatshark_slug": "siri", "sector": "Communication and media", "value_usd": 3686802237, "shares": 124807117, "portfolio_pct": 1.23, "previous_pct": 1.09, "change": "HOLD", "share_change_pct": 0, "quarters_held": 8 }, { "company": "Verisign", "ticker": "VRSN", "moatshark_slug": "vrsn", "sector": "Technology", "value_usd": 2261494212, "shares": 8989880, "portfolio_pct": 0.76, "previous_pct": 0.85, "change": "HOLD", "share_change_pct": 0, "quarters_held": 53 }, { "company": "Kroger", "ticker": "KR", "moatshark_slug": "kr", "sector": "Consumer staples", "value_usd": 2165670000, "shares": 39000000, "portfolio_pct": 0.72, "previous_pct": 1.38, "change": "REDUCE", "share_change_pct": -22, "quarters_held": 27 }, { "company": "Liberty Media", "ticker": "FWONA", "moatshark_slug": "fwona", "sector": "Communication and media", "value_usd": 1623367688, "shares": 15573731, "portfolio_pct": 0.54, "previous_pct": 0.55, "change": "HOLD", "share_change_pct": 0, "quarters_held": 3 }, { "company": "Ally Financial", "ticker": "ALLY", "moatshark_slug": "ally", "sector": "Financials", "value_usd": 1240650000, "shares": 27000000, "portfolio_pct": 0.41, "previous_pct": 0.43, "change": "REDUCE", "share_change_pct": -6.9, "quarters_held": 18 }, { "company": "Lennar", "ticker": "LEN", "moatshark_slug": "len", "sector": "Consumer discretionary", "value_usd": 1212927402, "shares": 13409858, "portfolio_pct": 0.41, "previous_pct": 0.34, "change": "ADD", "share_change_pct": 29.7, "quarters_held": 13 }, { "company": "Ny Times", "ticker": "NYT", "moatshark_slug": "nyt", "sector": "Communication and media", "value_usd": 1098686000, "shares": 15700000, "portfolio_pct": 0.37, "previous_pct": 0.48, "change": "ADD", "share_change_pct": 3.7, "quarters_held": 3 }, { "company": "Capital One Financial", "ticker": "COF", "moatshark_slug": "cof", "sector": "Financials", "value_usd": 601860000, "shares": 3000000, "portfolio_pct": 0.2, "previous_pct": 0.5, "change": "REDUCE", "share_change_pct": -58, "quarters_held": 14 }, { "company": "Louisiana-Pacific", "ticker": "LPX", "moatshark_slug": "lpx", "sector": "Other", "value_usd": 445592617, "shares": 5664793, "portfolio_pct": 0.15, "previous_pct": 0.16, "change": "HOLD", "share_change_pct": 0, "quarters_held": 16 }, { "company": "Nucor", "ticker": "NUE", "moatshark_slug": "nue", "sector": "Materials", "value_usd": 413814258, "shares": 1857752, "portfolio_pct": 0.14, "previous_pct": 0.25, "change": "REDUCE", "share_change_pct": -52.5, "quarters_held": 6 }, { "company": "Macy’s", "ticker": "M", "moatshark_slug": "m", "sector": "Consumer discretionary", "value_usd": 173031882, "shares": 7347426, "portfolio_pct": 0.06, "previous_pct": 0.02, "change": "ADD", "share_change_pct": 141.8, "quarters_held": 2 }, { "company": "NVR", "ticker": "NVR", "moatshark_slug": "nvr", "sector": "Consumer discretionary", "value_usd": 75710501, "shares": 11112, "portfolio_pct": 0.03, "previous_pct": 0.03, "change": "HOLD", "share_change_pct": 0, "quarters_held": 13 }, { "company": "Jefferies Financial Group", "ticker": "JEF", "moatshark_slug": "jef", "sector": "Financials", "value_usd": 21669229, "shares": 433558, "portfolio_pct": 0.01, "previous_pct": 0.01, "change": "HOLD", "share_change_pct": 0, "quarters_held": 16 }, { "company": "D.R. Horton", "ticker": "DHI", "moatshark_slug": "dhi", "sector": "Consumer discretionary", "value_usd": 580504, "shares": 3564, "portfolio_pct": 0, "previous_pct": null, "change": "NEW", "share_change_pct": null, "quarters_held": 1 }, { "company": "Constellation Brands", "ticker": "STZ", "moatshark_slug": "stz", "sector": "Consumer staples", "value_usd": 0, "shares": 0, "portfolio_pct": 0, "previous_pct": 0.04, "change": "EXIT", "share_change_pct": null, "quarters_held": 6 } ] }