Berkshire Hathaway - 8-Quarter 13F Trend (2024Q2 - 2026Q1)
CIK: 0001067983 Style: long-only quality Value unit detected: dollars
Backfill executed 2026-05-17 as part of /investing:smart-money-watch v0 scaffold. Data: SEC EDGAR 13F-HR filings. Coverage: 8 most recent filed quarters.
Portfolio value trajectory
| Quarter | Total value | # Positions | New | Exits | Filing date |
|---|---|---|---|---|---|
| 2024Q2 | $279.97B | 129 | 20 | 0 | 2024-08-14 |
| 2024Q3 | $266.38B | 121 | 3 | 4 | 2024-11-14 |
| 2024Q4 | $267.18B | 112 | 1 | 3 | 2025-02-14 |
| 2025Q1 | $258.70B | 110 | 0 | 2 | 2025-05-15 |
| 2025Q2 | $1.11B | 4 | 3 | 20 | 2025-08-14 |
| 2025Q3 | $267.33B | 115 | 20 | 1 | 2025-11-14 |
| 2025Q4 | $274.16B | 110 | 4 | 3 | 2026-02-17 |
| 2026Q1 | $263.10B | 90 | 3 | 16 | 2026-05-15 |
Persistent top-10 positions (appear in 4+ of 8 quarters)
| Issuer | Quarters held in top-10 | Peak value | Latest value |
|---|---|---|---|
| AMERICAN EXPRESS CO | 7/8 | $55.15B | $45.09B |
| APPLE INC | 21/8 | $45.90B | $8.81B |
| COCA COLA CO | 7/8 | $21.50B | $21.50B |
| OCCIDENTAL PETE CORP | 7/8 | $17.22B | $17.22B |
| BANK AMER CORP | 9/8 | $17.09B | $15.15B |
| CHEVRON CORP NEW | 7/8 | $12.05B | $12.05B |
| KRAFT HEINZ CO | 6/8 | $11.43B | $7.90B |
| CHUBB LIMITED | 5/8 | $11.16B | $11.16B |
Notable additions (>$50M new positions or >20% adds in top-10)
- 2024Q2: NEW OCCIDENTAL PETE CORP @ $16.09B
- 2024Q2: NEW KRAFT HEINZ CO @ $10.49B
- 2024Q2: NEW MOODYS CORP @ $5.31B
- 2024Q2: NEW DAVITA INC @ $2.57B
- 2024Q2: NEW VISA INC @ $2.18B
- 2024Q3: NEW DOMINOS PIZZA INC @ $549.4M
- 2024Q3: NEW POOL CORP @ $152.2M
- 2024Q3: NEW SIRIUS XM HOLDINGS INC @ $150.1M
- 2024Q4: NEW CONSTELLATION BRANDS INC @ $1.24B
- 2024Q4: +386% CITIGROUP INC (to $1.03B)
- 2024Q4: +86% DOMINOS PIZZA INC (to $999.9M)
- 2024Q4: +1511% CAPITAL ONE FINL CORP (to $381.1M)
- 2025Q1: +106% CONSTELLATION BRANDS INC (to $2.13B)
- 2025Q1: +79% POOL CORP (to $341.9M)
- 2025Q2: NEW NUCOR CORP @ $692.7M
- 2025Q2: NEW LENNAR CORP @ $221.5M
- 2025Q2: NEW D R HORTON INC @ $192.3M
- 2025Q3: NEW OCCIDENTAL PETE CORP @ $12.52B
- 2025Q3: NEW CHUBB LIMITED @ $8.84B
- 2025Q3: NEW KRAFT HEINZ CO @ $8.48B
- 2025Q3: NEW MOODYS CORP @ $6.01B
- 2025Q3: NEW ALPHABET INC @ $4.33B
- 2025Q3: +265% LENNAR CORP (to $888.7M)
- 2025Q4: NEW NEW YORK TIMES CO @ $254.5M
- 2025Q4: NEW LIBERTY LIVE HOLDINGS INC @ $120.0M
- 2025Q4: +1615% SIRIUS XM HOLDINGS INC (to $2.18B)
- 2026Q1: NEW DELTA AIR LINES INC @ $2.65B
- 2026Q1: NEW ALPHABET INC @ $1.03B
- 2026Q1: +2906% CHEVRON CORPORATION (to $12.05B)
- 2026Q1: +131% ALPHABET INC (to $11.87B)
Notable exits / trims (top-10 exits or >50% trim from $100M+ position)
- 2024Q3: EXIT SIRIUS XM HOLDINGS INC (was $376.0M)
- 2024Q3: EXIT LIBERTY MEDIA CORP DEL (was $127.4M)
- 2024Q4: -54% NU HLDGS LTD (to $416.3M)
- 2025Q1: EXIT CITIGROUP INC (was $1.03B)
- 2025Q1: EXIT NU HLDGS LTD (was $416.3M)
- 2025Q2: EXIT OCCIDENTAL PETE CORP (was $13.08B)
- 2025Q2: EXIT KRAFT HEINZ CO (was $9.91B)
- 2025Q2: EXIT CHUBB LIMITED (was $8.16B)
- 2025Q2: EXIT MOODYS CORP (was $5.88B)
- 2025Q2: EXIT VISA INC (was $2.91B)
- 2025Q3: EXIT D R HORTON INC (was $192.3M)
- 2025Q4: EXIT LIBERTY MEDIA CORP DEL (was $139.9M)
- 2026Q1: EXIT VISA INC (was $2.91B)
- 2026Q1: EXIT MASTERCARD INCORPORATED (was $2.28B)
- 2026Q1: EXIT DOMINOS PIZZA INC (was $1.40B)
- 2026Q1: EXIT UNITEDHEALTH GROUP INC (was $1.02B)
- 2026Q1: EXIT POOL CORP (was $702.0M)
RDCO thesis exposure (across all observed quarters)
- memory: none
- power: none
- space: none
- longevity: none
- elon-verse: none
- ai-infra-chips: none
- hyperscalers: ALPHABET INC
Latest quarter (2026Q1) top 10
| Rank | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMERICAN EXPRESS CO | $45.09B | 149,061,045 |
| 2 | COCA COLA CO | $21.50B | 282,722,729 |
| 3 | APPLE INC | $20.47B | 80,664,820 |
| 4 | OCCIDENTAL PETE CORP | $17.22B | 264,941,431 |
| 5 | APPLE INC | $15.62B | 61,542,988 |
| 6 | BANK AMERICA CORP | $15.15B | 310,800,000 |
| 7 | CHEVRON CORPORATION | $12.05B | 58,251,749 |
| 8 | ALPHABET INC | $11.87B | 41,283,098 |
| 9 | CHUBB LTD SWITZ | $11.16B | 34,249,183 |
| 10 | APPLE INC | $8.81B | 34,724,000 |
Source
SEC EDGAR 13F-HR filings, CIK 0001067983. Pulled via ~/.claude/scripts/edgar-13f.py backfill 0001067983 --quarters 8 on 2026-05-17.
Related
- [[01-projects/investing/anchors/smart-money/2026-05-17-aggregate-2yr-backfill-summary.md]]
- [[.claude/skills/investing-smart-money-watch/SKILL.md]]
- [[01-projects/investing/README.md]]