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, 11 fund letters reported a position in Berkshire Hathaway Inc. — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 9 | 0 | 2 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 11 positions · 2 moves
- June 2026
“Subsequent to these transactions, my only investments outside of the fund are 50 Class B shares of Berkshire Hathaway (BRK/B – USA)—the legacy of a single share I bought while in college, so that I could attend the annual meetings, and my residual shares of MGG.”
Berkshire Hathaway Inc. - HoldsACATIS InvestmentJune 2026
Listed in ACATIS Investment’s reported holdings.
Berkshire Hathaway Inc. - June 2026
Listed in Artisan Partners Value Equity Strategy’s reported holdings.
Berkshire Hathaway Inc. - HoldsBCV Asset Management Antares Value PortfolioJune 2026
““Often, our job is to do nothing. That is hard to do, especially when others are so active. The ability to say ‘No’ is critical”. - Greg Able, Berkshire Hathaway AGM, discussing his philosophy on investing Berkshire’s capital.”
Berkshire Hathaway Inc. - HoldsBretton FundJune 2026
Listed in Bretton Fund’s reported holdings.
Berkshire Hathaway Inc. - June 2026
“Berkshire Hathaway (BRK.B): A foundational, defensive pillar of the portfolio.”
Berkshire Hathaway Inc. - June 2026
“Lastly, Berkshire Hathaway’s large position size magnified an otherwise modest gain to round out our top performers list.”
Berkshire Hathaway Inc. - June 2026
“Trading Activity 2Q During the quarter we added to the Fund’s positions in Danaher, Thermo Fisher Scientific, and Martin Marietta Materials at prices we think offer substantial upside with favorable risk profiles. We trimmed the Fund’s holdings of Analog Devices, Texas Instruments, and Alphabet at substantial gains to help manage position sizes after significant rallies in their stocks. We also pruned the Fund’s position in top holding Berkshire Hathaway as part of our ongoing strategic effort to broaden the portfolio’s equity exposure.”
Berkshire Hathaway Inc. - May 2026
“During the month, the fund reduced its holdings in Berkshire Hathaway and Lundbergs, and fully divested its positions in Dometic, Green Landscaping, VNV Global, and Spiltan Invest.”
Berkshire Hathaway Inc. - HoldsFlexible Equity FundMarch 2026
“TOP 10 HOLDINGS % OF PORTFOLIO Alphabet, Inc* 8.1 Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 6.5 Microsoft Corporation 5.6 Meta Platforms Inc Class A 5.1 Amazon.com, Inc. 4.6 Visa Inc. Class A 4.1 Mastercard Incorporated Class A 4.1 Berkshire Hathaway Inc. Class B 3.7”
Berkshire Hathaway Inc. - HoldsClipper FundDecember 2025
“It includes Markel, a specialist insurer where AI can potentially play a major role in risk analysis and pricing. It includes Berkshire Hathaway, notable for its durability and breadth.”
Berkshire Hathaway Inc.
Also mentioned · 13
These funds discuss Berkshire Hathaway Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedSaga PartnersAugust 2026
“Berkshire’s experience with newspapers shows, however, that even a genuine moat can erode when innovation changes the economics supporting it.”
Berkshire Hathaway Inc. - MentionedLongriver Partners FundJuly 2026
“Warren Buffett reached a similar conclusion about Berkshire’s textile mills.”
Berkshire Hathaway Inc. - MentionedBrasada CM Brasada Private AccountsJune 2026
“Looking ahead, Cavco's long-term growth runway is supported by the structural national housing shortage, which guarantees a sustained need for more affordable housing. This bullish outlook on the multi-year investment cycle of homebuilding was recently validated by Warren Buffett's Berkshire Hathaway, which announced an $8.5 billion acquisition of national homebuilder Taylor Morrison in late May 2026.”
Berkshire Hathaway Inc. - MentionedFundsmith Equity FundJune 2026
“In particular, we will be much less willing to deploy the time-honoured technique of buying quality companies when they hit a glitch. 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)”
Berkshire 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.”
Berkshire Hathaway Inc. - MentionedLVS AdvisoryJune 2026
“Capital that is not reinvested back into the owned subsidiaries or returned to shareholders is used to acquire businesses and invest in the stock market. Drawing inspiration from Warren Buffett and Constellation Software, Hikari Tsushin has a strong value-oriented investment philosophy.”
Berkshire Hathaway Inc. - June 2026
“Berkshire Hathaway, for instance, recently acquired public homebuilder Taylor Morrison at 1.1X book value,”
Berkshire Hathaway Inc. - MentionedBaron Financials ETFJune 2026
“Somewhat offsetting the above was underexposure to the lagging Insurance industry, which was held back by poor performance from index heavyweight Berkshire Hathaway Inc. and others amid a cyclical slowdown in insurance pricing.”
Berkshire Hathaway Inc. - MentionedBrown Advisory U.S. Value FundJune 2026
“prior to this year’s recon the largest single weighting in the Russell 1000® Value Index was Berkshire Hathaway at 2.6%”
Berkshire Hathaway Inc. - June 2026
“Historically benchmark methodologies typically evolve rather slowly, but the 2026 reconstitution of the Russell 1000® Value Index saw some new large entrants and a material increase in concentration at the top. For context, prior to this year’s recon the largest single weighting in the Russell 1000® Value Index was Berkshire Hathaway at 2.6% (Alphabet Inc Class A and C shares combined were just over 4%) and the entire weighting of the top ten at year end 2024 was 17%.”
Berkshire Hathaway Inc. - MentionedAfrican Lions FundJune 2026
“I have no strong view on how all this will play out, other than to note that the G.O.A.T., Warren Buffett’s flagship, Berkshire Hathaway, is sitting on nearly US$400bn in net cash. I am also holding much more cash than usual in the Fund.”
Berkshire Hathaway Inc. - MentionedThird Avenue Small-Cap Value FundJune 2026
“Later in May, Taylor Morrison Homes agreed to be purchased by Berkshire Hathaway in an all-cash transaction.”
Berkshire Hathaway Inc. - MentionedHennessy Japan FundMay 2026
“Strategic Partnership Between Tokio Marine and Berkshire Hathaway: Follow-up Analysis We would like to provide an update on the strategic partnership between Tokio Marine Holdings and Berkshire Hathaway.”
Berkshire 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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