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BERKSHIRE HATHAWAY INC

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OMAHA NE Billionaires Group
13F Summary

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85

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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.Whalewisdom has at least 176 13F filings, 44 13D filings, 233 13G filings, and 247 Form 4 filings Their last reported 13F filing for Q4 2023 included $347,358,074,461 in managed 13F securities and a top 10 holdings concentration of 92.92%. Berkshire Hathaway's largest holding is Apple Inc with shares held of 905,560,000.

2023-12-31

Top Buys (13F)

Name % Change
SIRI Sirius XM Holdings I 0.05%
OXY Occidental Petroleum -0.45%
CVX Chevron Corp. (Stand -0.52%

2023-12-31

Top Sells (13F)

Name % Change
HPQ HP Inc 0.64%
DHI D.R. Horton, Inc. 0.2%
PARA Paramount Global 0.12%
MKL Markel Corp. (Holdin 0.07%
STNE StoneCo Ltd 0.04%

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 50.19%
BAC Bank of America Corp 10.01%
AXP American Express Co 8.18%
KO Coca Cola Co. 6.79%
CVX Chevron Corp. (Stand 5.41%

Confidential Treatment - Holdings omitted in latest filing.

2023-12-31

13F Activity

Market Value $347b, Prior: $313b
New Purchases 0 stocks
Added To 3 stocks
Sold out of 4 stocks
Reduced holdings in 3 stocks
Top 10 Holdings % 92.92%
Turnover %[1] 9.76%
Turnover Alt %[2] 1.07%
Time Held Top 20 24.35 quarters
Time Held Top 10 31.2 quarters
Time Held All 22.39 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance