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 158 13F filings, 30 13D filings, 145 13G filings, and 203 Form 4 filings Their last reported 13F filing for Q4 2019 included $242,050,717,000 in managed 13F securities and a top 10 holdings concentration of 82.46%. Berkshire Hathaway's largest holding is Apple Inc with shares held of 245,155,566.

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $242.051 Billion
  • Prior Market Value $214.673 Billion
  • New Purchases4 stocks
  • Additional Purchases4 stocks
  • Sold out of0 stocks
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 82.46 %
  • Turnover % [1]:7.69%
  • Turnover Alt % [2]: 2.65 %
  • Time Held Top20:28.20 quarters
  • Time Held Top10:32.00 quarters
  • Time Held All:26.50 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 2020-02-14

Performance for Q4 2019: 4.68%
Performance Last 4 Quarters: 22.01%
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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