Warren Buffett

Berkshire Hathaway · 13F for the quarter to 30 June 2026, filed 14 August 2026

Portfolio: $299.3B
Stocks: 26
Largest: AAPL

Portfolio

As of 30 June 2026. The change is in shares, against the 13F for 31 March 2026; a stock split is taken out. Read the 13F

Stock	Weight	Value	Shares	Change
AAPLApple	22%	$66.0B	227,917,808	Unchanged
AXPAmerican Express	17%	$51.3B	151,610,700	Unchanged
GOOGLAlphabet	13%	$37.8B	105,979,600	+83%
KOCoca-Cola	11%	$32.5B	400,000,000	Unchanged
BACBank of America	9.2%	$27.5B	483,394,015	-6%

Every holding and move is free with an account

Stock	Weight	Value	Shares	Change
CVXChevron	4.7%	$14.0B	84,375,856	Unchanged
OXYOccidental Petroleum	4.3%	$12.9B	264,941,431	Unchanged
CBChubb Limited	3.9%	$11.7B	34,249,183	Unchanged
MCOMoodys Corp	3.7%	$11.2B	24,669,778	Unchanged
KHCKraft Heinz	2.6%	$7.7B	325,634,818	Unchanged
DVADavita Inc	2.1%	$6.4B	28,880,209	-4%
DALDelta Air Lines	1.8%	$5.4B	57,320,000	+44%
SIRISirius XM	1.2%	$3.7B	124,807,117	Unchanged
VRSNVerisign Inc	0.8%	$2.3B	8,989,880	Unchanged
KRKroger	0.7%	$2.2B	39,000,000	-22%
LLYVALiberty Live Holdings Inc	0.5%	$1.6B	15,573,731	Unchanged
ALLYAlly Financial	0.4%	$1.2B	27,000,000	-7%
LENLennar Corp	0.4%	$1.2B	13,409,858	+30%
NYTNew York Times Co Mtn Be	0.4%	$1.1B	15,700,000	+4%
COFCapital One Finl Corp	0.2%	$601.9M	3,000,000	-58%
LPXLouisiana Pac Corp	0.1%	$445.6M	5,664,793	Unchanged
NUENucor Corp	0.1%	$413.8M	1,857,752	-52%
MMacy's	0.1%	$173.0M	7,347,426	+142%
NVRNvr Inc	<0.1%	$75.7M	11,112	Unchanged
JEFJefferies Financial Group In	<0.1%	$21.7M	433,558	Unchanged
DHID R Horton Inc	0.0%	$580,504	3,564	New position

Moves since the 13F

Form 4 trades in companies where the firm is an insider, and Schedules 13D and 13G, filed once a stake passes 5%.

7 October 2026traded 30 September 2026Stake upLENLennar Corp12.5% of the company26,034,436 shares, was 13,111,74113G/A
5 October 2026traded 2 October 2026BoughtLENLennar Corp$135.7M1,708,095 shares at $79.44Form 4
5 October 2026traded 1 October 2026BoughtLENLennar Corp$56.9M710,542 shares at $80.14Form 4
30 September 2026traded 30 September 2026BoughtLENLennar Corp$52.4M642,821 shares at $81.58Form 4
30 September 2026traded 29 September 2026BoughtLENLennar Corp$1.0M12,389 shares at $81.93Form 4

Every holding and move is free with an account

30 September 2026traded 28 September 2026BoughtLENLennar Corp$426,1925,200 shares at $81.96Form 4
25 September 2026traded 25 September 2026BoughtLENLennar Corp$39.9M492,124 shares at $81.12Form 4
25 September 2026traded 24 September 2026BoughtLENLennar Corp$52.8M653,320 shares at $80.88Form 4
25 September 2026traded 23 September 2026BoughtLENLennar Corp$43.6M534,256 shares at $81.65Form 4
21 September 2026traded 21 September 2026BoughtLENLennar Corp$51.9M667,118 shares at $77.74Form 4
21 September 2026traded 18 September 2026BoughtLENLennar Corp$105.6M1,381,397 shares at $76.48Form 4
21 September 2026traded 17 September 2026BoughtLENLennar Corp$54.9M695,014 shares at $78.98Form 4
14 August 2026traded 30 June 2026StakeDALDelta Air Lines8.7% of the company57,320,000 shares13G/A
14 August 2026traded 30 June 2026StakeLENLennar Corp6.2% of the company13,111,741 shares13G
4 August 2026traded 31 July 2026SoldDVADavita Inc.$36.5M182,980 shares at $199.55Form 4

Sold out during the quarter

Stock	Weight	Value	Shares
STZConstellation Brands Inc	<0.1%	$94.9M	632,890

Source: Form 13F, Form 4 and Schedules 13D and 13G filed with the SEC. A 13F lists US-listed shares only (no short positions, no cash, no holdings abroad); options and bonds are left out here. Values are at the quarter's end, as the firm reported them. Super investor portfolios