Warren Buffett - Berkshire Hathaway
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $263,095,703,570
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Avg. Buy
Price*
Value Current
Price
+/-
Since
Buy
52
Week
Low
52
Week
High
AAPL - Apple Inc. 21.99 227,917,808 $41.18 $57,843,260,493 $317.31 670.48% $200.70 $323.45
AXP - American Express Co. 17.43 151,610,700 $58.21 $45,859,204,536 $354.43 508.88% $285.29 $384.36
KO - The Coca-Cola Co. 11.56 400,000,000 $39.09 $30,420,000,000 $84.25 115.50% $64.04 $85.68
BAC - Bank of America Corp. 9.52 Reduce 0.71% 513,624,165 $26.19 $25,039,178,044 $59.50 127.14% $43.80 $60.83
CVX - Chevron Corp. 6.64 Reduce 35.17% 84,375,856 $147.06 $17,457,364,606 $182.20 23.89% $140.64 $212.76
OXY - Occidental Petroleum Corp. 6.55 264,941,431 $58.28 $17,221,193,015 $54.81 -5.96% $38.44 $67.14
GOOGL - Alphabet Inc. 5.93 Add 203.99% 54,249,798 $272.93 $15,600,071,913 $352.51 29.16% $175.98 $408.37
CB - Chubb Ltd. 4.24 34,249,183 $266.41 $11,162,836,215 $354.74 33.15% $262.50 $365.29
MCO - Moody's Corp. 4.09 24,669,778 $36.55 $10,762,190,653 $495.72 1,256.28% $400.46 $544.40
KHC - The Kraft Heinz Co. 2.78 325,634,818 $70.58 $7,323,527,057 $25.23 -64.25% $20.66 $27.35
DVA - DaVita Inc. 1.76 Reduce 5.22% 30,100,585 $54.45 $4,626,158,909 $235.58 332.69% $101.00 $239.64
KR - The Kroger Co. 1.38 50,000,000 $33.46 $3,618,000,000 $59.31 77.28% $54.15 $76.18
SIRI - Sirius XM Holdings Inc. 1.09 124,807,117 $24.73 $2,880,548,260 $30.67 24.00% $19.33 $31.42
DAL - Delta Air Lines, Inc. 1.01 Buy 39,809,456 $66.48 $2,646,532,635 $86.19 29.65% $49.90 $95.44
VRSN - VeriSign, Inc. 0.85 8,989,880 $50.72 $2,232,726,597 $270.31 432.99% $207.53 $312.48
COF - Capital One Financial Corp. 0.50 7,150,000 $98.86 $1,304,374,500 $203.02 105.36% $174.23 $257.54
NYT - The New York Times Co. 0.48 Add 199.00% 15,146,535 $78.94 $1,268,219,376 $75.04 -4.95% $50.44 $86.83
ALLY - Ally Financial Inc. 0.43 29,000,000 $36.49 $1,137,670,000 $45.12 23.65% $35.34 $47.29
GOOG - Alphabet Inc. 0.39 Buy 3,585,215 $286.86 $1,028,454,775 $350.67 22.24% $180.20 $404.23
LLYVK - Liberty Live Holdings, Inc. 0.38 Reduce 3.03% 10,587,143 $83.16 $996,356,028 $105.00 26.26% $76.93 $108.97
LEN - Lennar Corp. 0.33 Add 43.24% 10,099,642 $103.44 $877,052,911 $82.84 -19.91% $80.70 $141.39
NUE - Nucor Corp. 0.25 Reduce 39.03% 3,907,075 $129.54 $660,686,383 $233.00 79.87% $130.11 $270.24
LLYVA - Liberty Live Holdings, Inc. 0.17 4,986,588 $81.50 $456,970,925 $101.09 24.04% $74.38 $105.47
LPX - Louisiana-Pacific Corp. 0.16 5,664,793 $52.61 $412,113,691 $72.20 37.24% $66.12 $101.39
STZ - Constellation Brands, Inc. 0.04 Reduce 95.13% 632,890 $197.09 $94,933,500 $134.51 -31.75% $124.80 $173.43
NVR - NVR, Inc. 0.03 11,112 $6,350.62 $73,226,191 $6,437.99 1.38% $5,501.01 $8,618.28
M - Macy's, Inc. 0.02 Buy 3,038,355 $18.09 $54,963,842 $22.78 25.93% $11.34 $26.10
LEN.B - Lennar CL B 0.01 Add 31.34% 237,703 $101.59 $19,995,576 $81.19 -20.08% $79.02 $134.56
JEF - Jefferies Financial Group Inc. 0.01 433,558 $28.20 $17,892,939 $52.59 86.47% $35.26 $69.47
* Avg. Buy Price is an estimated cost basis: the share-weighted average of the quarter-end prices reported when this manager first bought or later added to the position (average-cost method, reset after a full exit). 13F filings disclose only quarter-end holdings, not actual trade prices, so this approximates — but does not exactly equal — what was paid.
Sector % analysis
Financial Services 36.22
Technology 22.83
Consumer Defensive 15.76
Energy 13.18
Communication Services 8.45
Healthcare 1.76
Industrials 1.16
Consumer Cyclical 0.39
Basic Materials 0.25