| Ticker | Name | Current Value | vs Filing % | % of Portfolio | vs Last Filing |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $64.2B | +11% | 22.6% | — |
| AXP | AMERICAN EXPRESS CO | $51.7B | +12.7% | 18.2% | — |
| KO | COCA COLA CO | $33.1B | +8.7% | 11.6% | — |
| BAC | BANK AMERICA CORP | $29.7B | +18.7% | 10.5% | -0.7% |
| GOOGL | ALPHABET INC | $19.2B | +23% | 6.7% | +204% |
| CVX | CHEVRON CORPORATION | $14.2B | -18.6% | 5% | -35.2% |
| OXY | OCCIDENTAL PETE CORP | $13.0B | -24.5% | 4.6% | — |
| CB | CHUBB LTD SWITZ | $11.8B | +5.3% | 4.1% | — |
| MCO | MOODYS CORP | $11.2B | +3.8% | 3.9% | — |
| KHC | KRAFT HEINZ CO | $7.88B | +7.6% | 2.8% | — |
| DVA | DAVITA INC | $6.61B | +43% | 2.3% | -5.2% |
| DAL | DELTA AIR LINES INC | $3.71B | +40.1% | 1.3% | new |
| SIRI | SIRIUSXM HOLDINGS INC | $3.65B | +26.7% | 1.3% | — |
| KR | KROGER CO | $2.80B | -22.7% | 1% | — |
| VRSN | VERISIGN INC | $2.27B | +1.7% | 0.8% | — |
| COF | CAPITAL ONE FINL CORP | $1.45B | +10.9% | 0.5% | — |
| ALLY | ALLY FINL INC | $1.37B | +20.4% | 0.5% | — |
| GOOG | ALPHABET INC | $1.26B | +22.5% | 0.4% | new |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1.12B | +12.6% | 0.4% | -3% |
| NYT | NEW YORK TIMES CO MTN BE | $1.07B | -15.6% | 0.4% | +199% |
| LEN | LENNAR CORP | $918M | +4.6% | 0.3% | +43.2% |
| NUE | NUCOR CORP | $893M | +35.2% | 0.3% | -39% |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $509M | +11.3% | 0.2% | — |
| LPX | LOUISIANA PAC CORP | $456M | +10.7% | 0.2% | — |
| STZ | CONSTELLATION BRANDS INC | $88.4M | -6.9% | 0% | -95.1% |
| NVR | NVR INC | $75.8M | +3.5% | 0% | — |
| M | MACYS INC | $74.3M | +35.2% | 0% | new |
| JEF | JEFFERIES FINANCIAL GROUP IN | $21.1M | +18.2% | 0% | — |
| LEN-B | LENNAR CORP | $21.1M | +5.7% | 0% | +31.3% |
Portfolio reflects Berkshire Hathaway's 13-F filed 2026-05-15 (2026-03-31 quarter-end), marked to most recent close.