Filing analysis
Berkshire Hathaway
13F-HR · period Q1 2026 · filed May 15, 2026
$263.10BReported 13F value
90Positions
14Other managers included
+3New
4Increased
6Reduced
−15Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| DAL Delta Air Lines, Inc. | $2.65B | 1.0% |
| GOOG Alphabet Inc. | $1.03B | 0.4% |
| M Macy's, Inc. | $54.96M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| GOOGL Alphabet Inc. | ▲ Add | +204.0% | $15.60B |
| BAC Bank of America Corporation | ▼ Trim | -0.7% | $25.04B |
| CVX Chevron Corporation | ▼ Trim | -35.2% | $17.46B |
| STZ Constellation Brands, Inc. | ▼ Trim | -95.1% | $94.93M |
| DVA DaVita Inc. | ▼ Trim | -5.2% | $4.63B |
| NYT The New York Times Company | ▲ Add | +199.0% | $1.27B |
| NUE Nucor Corporation | ▼ Trim | -39.0% | $660.69M |
| LEN Lennar Corporation | ▲ Add | +43.2% | $877.05M |
| LLYVA Liberty Live Group | ▼ Trim | -2.1% | $1.45B |
| LEN-B Lennar Corporation | ▲ Add | +31.3% | $20.00M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.