BERKSHIRE HATHAWAY INC

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

Also known as:

  • WARREN BUFFETT
  • NBH INC
  • BLACKROCK INC
  • NEW BLACKROCK INC
  • STATE STREET CORP
  • STATE STREET BOSTON FINANCIAL CORP
  • Warren Buffett

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 155 13F filings, 28 13D filings, 133 13G filings, and 196 Form 4 filings Their last reported 13F filing for Q1 2019 included $199,483,708,000 in managed 13F securities and a top 10 holdings concentration of 79.55%. Berkshire Hathaway's largest holding is Apple Inc with shares held of 249,589,329.

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $199.484 Billion
  • Prior Market Value $183.066 Billion
  • New Purchases1 stock
  • Additional Purchases4 stocks
  • Sold out of1 stock
  • Reduced holdings in4 stocks
  • Top 10 Holdings % 79.55 %
  • Turnover % [1]:4.17%
  • Turnover Alt % [2]: 1.16 %
  • Time Held Top20:25.40 quarters
  • Time Held Top10:29.20 quarters
  • Time Held All:27.31 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 0.03%
Performance Last 4 Quarters: -0.19%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
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WhaleScore history for BERKSHIRE HATHAWAY INC

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