Berkshire Hathaway
Latest filing: 1 new · 7 added · 6 trimmed · 1 sold outLargest: AAPL 22.0%
For information only · Important disclosures · Request a correction or removal
Warren Buffett / Greg Abel. Mirrors the latest 13F: long U.S. stock positions weighted by reported market value.
Live since inception vs SPY
Published and tracked from Oct 1, 2025 close
Look-back Backtested
Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.
If you had copied on filing dates Backtested
Hypothetical: each quarter's reported holdings bought at the close on the day the 13F was filed (not quarter-end) and kept until the next filing. Before costs.
| Since | Copy | SPY |
|---|---|---|
| 2024-11-14 | +24.7% | +31.0% |
| 2025-02-14 | +18.9% | +27.1% |
| 2025-05-15 | +26.8% | +30.8% |
| 2025-08-14 | +20.8% | +19.4% |
| 2025-11-14 | +12.0% | +14.3% |
| 2026-02-17 | +11.0% | +12.2% |
| 2026-05-15 | +7.3% | +3.3% |
| 2026-08-14 | +0.6% | -1.9% |
Berkshire Hathaway · Allocation Pie
28 positions · 100%Interactive weighting by individual position or sector/asset sleeve
Holdings (29)
AAPL Apple Inc.
22.0%
-1.1% today
AXP American Express
17.1%
+0.6% today
KO Coca-Cola Company (The)
10.9%
-0.0% today
GOOGL Alphabet Inc. (Class A)
9.4%
-1.1% today
BAC Bank of America
9.2%
-0.1% today
CVX Chevron Corporation
4.7%
-0.5% today
OXY Occidental Petroleum
4.3%
-0.2% today
CB Chubb Limited
3.9%
+0.5% today
MCO Moody's Corporation
3.7%
+0.2% today
GOOG Alphabet Inc. (Class C)
3.2%
-1.0% today
KHC Kraft Heinz
2.6%
-0.3% today
DVA DaVita
2.1%
+0.2% today
DAL Delta Air Lines
1.8%
+3.1% today
SIRI SiriusXM
1.2%
-0.8% today
VRSN Verisign
0.8%
+2.8% today
KR Kroger
0.7%
+0.0% today
ALLY Ally Financial
0.4%
-0.6% today
LEN Lennar
0.4%
-1.1% today
LLYVK Liberty Live Holdings, Inc. - S
0.4%
-0.5% today
NYT New York Times Company
0.4%
+1.6% today
COF Capital One
0.2%
+0.5% today
LLYVA Liberty Live Holdings, Inc. - S
0.2%
-0.4% today
LPX Louisiana-Pacific
0.1%
-2.3% today
NUE Nucor
0.1%
-0.3% today
M Macy's
0.1%
-2.1% today
Top 25 of 29 holdings by weight. Full 13F filing on SEC EDGAR ↗
Changes vs prior quarter
GOOGL Alphabet IncAdded+45%BAC Bank Of Amer CorpTrimmed-6%GOOG Alphabet IncAdded+658%DVA Davita IncTrimmed-4%DAL Delta Air Lines IncAdded+44%KR Kroger CoTrimmed-22%ALLY Ally Finl IncTrimmed-7%LEN Lennar CorpAdded+30%NYT New York Times Co Mtn BeAdded+4%COF Capital One Finl CorpTrimmed-58%NUE Nucor CorpTrimmed-52%M Macys IncAdded+142%
LEN-B Lennar CorpAdded+25%
DHI D R Horton IncNew
STZ Constellation Brands IncSold out-100%13D and 13G stakes · last 12 months
LEN LENNAR CORPORATIONof class
Get the market emails
Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdaysIndexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.
Check your inbox to confirm
We sent a link to . Tap it to start your emails. Nothing is sent until you confirm.
Not there in a minute? Check spam, or .
Dev mode No email provider here, so the confirm link is shown: Open confirm link
Free to use. No card, no ads, no auto-renew.
Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Coteau 0.9 · Oct 21, 2026