Whale Watch · Warren Buffett
Berkshire Hathaway
Quarter ended June 30, 2026 · Filed August 14, 2026
Reported holdings: $299.3B · 29 positions
Members see every move, every top holding, and get an email the day an investor they follow files.
Join The PodBiggest Moves
1 new · 7 added · 6 trimmed · 1 sold out
| Company | Change | Shares | Value |
|---|---|---|---|
| GOOGL · Alphabet Inc | Added +45.2% | 78,791,167 | $28.2B |
| GOOG · Alphabet Inc | Added +658.3% | 27,188,433 | $9.6B |
| BAC · Bank Of Amer Corp | Trimmed -5.9% | 483,394,015 | $27.5B |
| DAL · Delta Air Lines Inc | Added +44% | 57,320,000 | $5.4B |
| COF · Capital One Finl Corp | Trimmed -58% | 3,000,000 | $601.9M |
| KR · Kroger Co | Trimmed -22% | 39,000,000 | $2.2B |
| NUE · Nucor Corp | Trimmed -52.5% | 1,857,752 | $413.8M |
| LEN · Lennar Corp | Added +29.8% | 13,111,741 | $1.2B |
| DVA · Davita Inc | Trimmed -4.1% | 28,880,209 | $6.4B |
| M · Macys Inc | Added +141.8% | 7,347,426 | $173M |
Top Holdings
| Company | Shares | Value | Of portfolio |
|---|---|---|---|
| AAPL · Apple Inc | 227,917,808 | $66B | 22% |
| AXP · American Express Co | 151,610,700 | $51.3B | 17.1% |
| KO · Coca Cola Co | 400,000,000 | $32.5B | 10.9% |
| GOOGL · Alphabet Inc | 78,791,167 | $28.2B | 9.4% |
| BAC · Bank Of Amer Corp | 483,394,015 | $27.5B | 9.2% |
| CVX · Chevron Corporation | 84,375,856 | $14B | 4.7% |
| OXY · Occidental Pete Corp | 264,941,431 | $12.9B | 4.3% |
| Chubb Limited | 34,249,183 | $11.7B | 3.9% |
| MCO · Moodys Corp | 24,669,778 | $11.2B | 3.7% |
| GOOG · Alphabet Inc | 27,188,433 | $9.6B | 3.2% |
Members see every move, every top holding, and get an email the day an investor they follow files. Join The Pod
Source: SEC Form 13F filing · A 13F lists long positions in US-listed stocks and options on the last day of the quarter. Managers have up to 45 days to file, so it shows where they stood then, not what they hold today.
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