What smart money is saying about Berkshire Hathaway Inc.
2 funds in our archive have pitched Berkshire Hathaway Inc. — most recently Ironvine Capital Partners in December 2025.
Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. The company provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. It also generates, transmits, stores, and distributes electricity from natural gas, coal, wind, solar, hydroelectric, nuclear, and geothermal sources; operates natural gas distribution and storage facilities, interstate pipelines, liquefied natural gas facilities, and compressor and meter stations; and holds interest in coal mining assets. In addition, the company manufactures boxed chocolates and other confectionery products; specialty chemicals, metal cutting tools, and components for aerospace and power generation applications; flooring products; insulation, roofing, and engineered products; building and engineered components; paints and coatings; and bricks and masonry products, as well as offers manufactured and site-built home construction, and related lending and financial services. Further, it provides recreational vehicles, apparel and footwear products, jewelry, and custom picture framing products, as well as alkaline batteries; castings, forgings, fasteners/fastener systems, aerostructures, and precision components; and cobalt, nickel, and titanium alloys. Additionally, the company distributes televisions and information; franchises and services quick service restaurants; distributes electronic components; and offers logistics services, grocery and foodservice distribution services, and professional aviation training and shared aircraft ownership programs. It also retails automobiles; furniture, bedding, and accessories; household appliances, electronics, and computers; jewelry, watches, crystal, china, stemware, flatware, gifts, and collectibles; kitchenware; and motorcycle clothing and equipment. The company was incorporated in 1998 and is headquartered in Omaha, Nebraska.
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Position history
Between Q3 2025 and Q2 2026, 5 fund letters reported a position in Berkshire Hathaway Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 5 positions · 1 move
- HoldsPraetorian Capital Fund LLCJune 2026
“my only investments outside of the fund are 50 Class B shares of Berkshire Hathaway (BRK/B – USA)”
Read the letterBerkshire Hathaway Inc. - HoldsACATIS InvestmentJune 2026
Listed in ACATIS Investment’s reported holdings.
Read the letterBerkshire Hathaway Inc. - HoldsArtisan Partners Value Equity StrategyJune 2026
Listed in Artisan Partners Value Equity Strategy’s reported holdings.
Read the letterBerkshire Hathaway Inc. - TrimmedKavaljer InvestmentbolagsfondMay 2026
“During the month, the fund reduced its holdings in Berkshire Hathaway and Lundbergs,”
Read the letterBerkshire Hathaway Inc. - HoldsFlexible Equity FundMarch 2026
“Berkshire Hathaway Inc. Class B 3.7”
Read the letterBerkshire Hathaway Inc.
Also mentioned · 6
These funds discuss Berkshire Hathaway Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedLongriver Partners FundJuly 2026
“Warren Buffett reached a similar conclusion about Berkshire’s textile mills.”
Read the letterBerkshire Hathaway Inc. - MentionedFundsmith Equity FundJune 2026
“This was used to good effect, for example, by Warren Buffett to buy Berkshire Hathaway’s stake in American Express during the salad oil scandal (look it up)”
Read the letterBerkshire Hathaway Inc. - MentionedHeartland Advisors Value Plus FundJune 2026
“Berkshire Hathaway, for instance, recently acquired public homebuilder Taylor Morrison at 1.1X book value, and the Japanese conglomerate Sumitomo acquired Tri Pointe Homes for 1.2X book value.”
Read the letterBerkshire Hathaway Inc. - MentionedLVS AdvisoryJune 2026
“Drawing inspiration from Warren Buffett and Constellation Software, Hikari Tsushin has a strong value-oriented investment philosophy.”
Read the letterBerkshire Hathaway Inc. - MentionedHeartland Advisors Small Cap Value Plus StrategyJune 2026
“Berkshire Hathaway, for instance, recently acquired public homebuilder Taylor Morrison at 1.1X book value,”
Read the letterBerkshire Hathaway Inc. - MentionedBrasada CM Brasada Private AccountsJune 2026
“Warren Buffett's Berkshire Hathaway, which announced an $8.5 billion acquisition of national homebuilder Taylor Morrison in late May 2026.”
Read the letterBerkshire Hathaway Inc.
Fund coverage · 2 theses
- Ironvine Capital PartnersDecember 2025
Berkshire Hathaway is a diversified conglomerate with structurally stronger insurance earnings, significant cash and investment income, and solid long-term cash generation under new leadership.
Read the full thesis - Diamond Hill Select FundSeptember 2025
Berkshire Hathaway is a diversified holding company with strong performance, significant cash reserves for future acquisitions, and a strategic opportunity arising from Warren Buffett's upcoming retirement.
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