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BERKSHIRE HATHAWAY INC

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OMAHA NE Billionaires Group
13F Summary

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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 180 13F filings, 45 13D filings, 235 13G filings, and 247 Form 4 filings Their last reported 13F filing for Q2 2024 included $279,969,062,343 in managed 13F securities and a top 10 holdings concentration of 90.48%. Berkshire Hathaway's largest holding is Apple Inc with shares held of 400,000,000.

2024-06-30

Top Buys (13F)

2024-06-30

Top Sells (13F)

Name % Change
AAPL Apple Inc 10.72%
SNOW Snowflake, Inc 0.3%
COF Capital One Financia 0.07%
FND Floor & Decor Holdin 0.05%
PARA Paramount Global 0.03%

2024-06-30

13F Holdings Summary

Name $ Change
AAPL Apple Inc 30.09%
BAC Bank Of America Corp 14.67%
AXP American Express Co 12.54%
KO Coca Cola Co 9.09%
CVX Chevron Corp. (Stand 6.63%

2024-06-30

13F Activity

Market Value $280b, Prior: $332b
Inflows (Outflows) as % of Total MV (-29.5012)%
New Purchases 2 stocks
Added To 5 stocks
Sold out of 2 stocks
Reduced holdings in 8 stocks
Top 10 Holdings % 90.48%
Turnover %[1] 9.3%
Turnover Alt %[2] 0.58%
Time Held Top 20 26.1 quarters
Time Held Top 10 33.1 quarters
Time Held All 23.61 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.

2024-06-30

13F Sector Allocation Over Time

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2024-06-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30

Portfolio Performance