| Ticker | Name | Current Value | vs Filing % | % of Portfolio | vs Last Filing |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $69.6B | +20.3% | 23.2% | — |
| AXP | AMERICAN EXPRESS CO | $52.1B | +13.6% | 17.4% | — |
| KO | COCA COLA CO | $35.0B | +15% | 11.7% | — |
| BAC | BANK AMERICA CORP | $32.9B | +31.5% | 11% | -0.7% |
| GOOGL | ALPHABET INC | $18.8B | +20.4% | 6.3% | +204% |
| CVX | CHEVRON CORPORATION | $16.7B | -4.4% | 5.6% | -35.2% |
| OXY | OCCIDENTAL PETE CORP | $15.3B | -11.2% | 5.1% | — |
| MCO | MOODYS CORP | $12.0B | +12% | 4% | — |
| CB | CHUBB LTD SWITZ | $11.8B | +5.7% | 3.9% | — |
| KHC | KRAFT HEINZ CO | $8.26B | +12.9% | 2.8% | — |
| DVA | DAVITA INC | $5.39B | +16.6% | 1.8% | -5.2% |
| DAL | DELTA AIR LINES INC | $3.64B | +37.3% | 1.2% | new |
| SIRI | SIRIUSXM HOLDINGS INC | $3.49B | +21.3% | 1.2% | — |
| KR | KROGER CO | $2.86B | -20.9% | 1% | — |
| VRSN | VERISIGN INC | $2.58B | +15.6% | 0.9% | — |
| COF | CAPITAL ONE FINL CORP | $1.60B | +22.7% | 0.5% | — |
| ALLY | ALLY FINL INC | $1.29B | +13.7% | 0.4% | — |
| GOOG | ALPHABET INC | $1.23B | +19.9% | 0.4% | new |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1.14B | +14.6% | 0.4% | -3% |
| NUE | NUCOR CORP | $1.06B | +61% | 0.4% | -39% |
| NYT | NEW YORK TIMES CO MTN BE | $971M | -23.4% | 0.3% | +199% |
| LEN | LENNAR CORP | $884M | +0.8% | 0.3% | +43.2% |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $520M | +13.7% | 0.2% | — |
| LPX | LOUISIANA PAC CORP | $420M | +1.9% | 0.1% | — |
| STZ | CONSTELLATION BRANDS INC | $86.3M | -9.1% | 0% | -95.1% |
| M | MACYS INC | $72.4M | +31.8% | 0% | new |
| NVR | NVR INC | $70.8M | -3.3% | 0% | — |
| JEF | JEFFERIES FINANCIAL GROUP IN | $24.2M | +35.4% | 0% | — |
| LEN-B | LENNAR CORP | $20.4M | +2% | 0% | +31.3% |
Portfolio reflects Berkshire Hathaway's 13-F filed 2026-05-15 (2026-03-31 quarter-end), marked to most recent close.