Portfolio diff
Berkshire Hathaway
Q1 2026 ⇄ Q2 2026
+1Added
−1Removed
10Resized
17Unchanged
Added (Q2 2026)
| Security | Value | Shares |
|---|---|---|
| DHI D R HORTON INC | $580,504 | 3.56K |
Removed (was held in Q1 2026)
| Security | Value then | Shares then |
|---|---|---|
| STZ CONSTELLATION BRANDS… | $94.93M | 632.89K |
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| GOOG ALPHABET INC | 3.59M | 27.19M | +658.3% |
| M MACYS INC | 1.66M | 5.53M | +232.5% |
| GOOGL ALPHABET INC | 41.28M | 65.82M | +59.4% |
| NUE NUCOR CORP | 3.91M | 1.86M | -52.5% |
| DAL DELTA AIR LINES INC | 39.81M | 57.32M | +44.0% |
| LEN-B LENNAR CORP | 237.70K | 298.12K | +25.4% |
| LEN LENNAR CORP | 10.10M | 12.37M | +22.4% |
| COF CAPITAL ONE FINL CORP | 2.14M | 1.86M | -12.9% |
| DVA DAVITA INC | 14.97M | 13.91M | -7.1% |
| NYT NEW YORK TIMES CO MTN BE | 13.75M | 14.30M | +4.0% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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