BERKSHIRE HATHAWAY INC

OMAHA, NE Billionaires Group How do I update this listing?

Berkshire Hathaway, run by legendary billionaire investor Warren Buffett, is a holding company engaged in a number of diverse business activities. Buffett is regarded as the ultimate value investor following the Benjamin Graham approach to finding value. Berkshire's 13F holdings are often held for years and even decades at a time. With low turnover and high conviction top holdings, Berkshire's portfolio is a popular investment model for backtesting and copying. Berkshire Hathaway has met the qualifications for inclusion in our WhaleScore system. WhaleWisdom has at least 144 13Fs, 103 13D/G filings and 13 insider transactions (Form 3,4,5) in our database for Berkshire Hathaway. Their last reported 13F filing for Q2 2016 included $129,704,731,000 in managed 13F securities and a top 10 holdings concentration of 84.12%. Berkshire Hathaway's largest holding is Kraft Heinz Co. The with shares held of 325,634,818.

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06/30/2016

13F Activity

  • Market Value$129,704,731,000
  • Prior Market Value$128,569,639,000
  • New Purchases2 stocks
  • Additional Purchases5 stocks
  • Sold out of0 stocks
  • Reduced holdings in7 stocks
  • Top 10 Holdings %84.12%
  • Turnover % [1]:4.08%
  • Turnover Alt % [2]:1.86%
  • Avg. Length Held Top20:21.55 quarters
  • Avg. Length Held Top10:27.60 quarters
  • Avg. Length Held All:23.92 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2016

13F Sector Allocation Over Time

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Market Value Over Time

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Portfolio Performance

Top 20 equal-weighted holdings. Last updated on 2016-09-23

Performance for Q2 2016: 0.97%
Performance Last 4 Quarters: 8.76%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
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Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR/A (Subscription required)
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Schedule 13D and 13G events since 06/30/2016

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Form 4 - Non-derivative Insider Transactions Since 06/30/2016

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