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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

45 changes from Berkshire Hathaway, filed 2026-02-17 for period end 2025-12-31.

$274.2B portfolio value
StockActionChangeCurrentPortfolio Impact
25816109
AMERICAN EXPRESS CO
Increased$5.7B$56.1B2.09%
H1467J104
CHUBB LIMITED
Increased$1.8B$10.7B0.67%
23135106
AMAZON COM INC
Reduced-$1.7B$525.3M0.61%
674599105
OCCIDENTAL PETE CORP
Reduced-$1.6B$10.9B0.59%
191216100
COCA COLA CO
Increased$1.4B$28.0B0.52%
37833100
APPLE INC
Increased$1.3B$62.0B0.48%
02079K305
ALPHABET INC
Increased$1.2B$5.6B0.46%
531229722
LIBERTY MEDIA CORP DEL
Sold out-$1.1B$00.39%
530909308
LIBERTY LIVE HOLDINGS INC
New$907.9M$907.9M0.33%
166764100
CHEVRON CORP NEW
Increased$881.7M$19.8B0.32%
60505104
BANK AMERICA CORP
Reduced-$855.5M$28.5B0.31%
615369105
MOODYS CORP
Increased$847.9M$12.6B0.31%
23918K108
DAVITA INC
Reduced-$665.0M$3.6B0.24%
500754106
KRAFT HEINZ CO
Reduced-$582.9M$7.9B0.21%
531229748
LIBERTY MEDIA CORP DEL
Sold out-$470.2M$00.17%
829933100
SIRIUS XM HOLDINGS INC
Reduced-$409.4M$2.5B0.15%
530909100
LIBERTY LIVE HOLDINGS INC
New$406.4M$406.4M0.15%
73278L105
POOL CORP
Reduced-$370.5M$702.0M0.14%
650111107
NEW YORK TIMES CO
New$351.7M$351.7M0.13%
9.2343E+106
VERISIGN INC
Reduced-$329.2M$2.2B0.12%
531229854
LIBERTY MEDIA CORP DEL
Sold out-$315.3M$00.12%
531229755
LIBERTY MEDIA CORP DEL
New$297.4M$297.4M0.11%
501044101
KROGER CO
Reduced-$246.5M$3.1B0.09%
14040H105
CAPITAL ONE FINL CORP
Increased$212.9M$1.7B0.08%
G0403H108
AON PLC
Reduced-$190.6M$1.3B0.07%
670346105
NUCOR CORP
Increased$177.4M$1.0B0.06%
02005N100
ALLY FINL INC
Increased$176.6M$1.3B0.06%
526057104
LENNAR CORP
Reduced-$163.9M$724.8M0.06%
25754A201
DOMINOS PIZZA INC
Increased$109.0M$1.4B0.04%
92826C839
VISA INC
Increased$77.4M$2.9B0.03%
91324P102
UNITEDHEALTH GROUP INC
Reduced-$76.6M$1.7B0.03%
16119P108
CHARTER COMMUNICATIONS INC N
Reduced-$70.4M$221.5M0.03%
546347105
LOUISIANA PAC CORP
Reduced-$45.8M$457.5M0.02%
G0176J109
ALLEGION PLC
Reduced-$14.1M$124.2M0.01%
21036P108
CONSTELLATION BRANDS INC
Reduced-$11.1M$1.8B0.00%
57636Q104
MASTERCARD INCORPORATED
Increased$8.3M$2.3B0.00%
62944T105
NVR INC
Reduced-$8.2M$81.0M0.00%
512816109
LAMAR ADVERTISING CO NEW
Increased$5.0M$152.2M0.00%
47726302
ATLANTA BRAVES HLDGS INC
Reduced-$4.7M$4.6M0.00%
526057302
LENNAR CORP
Reduced-$4.5M$17.2M0.00%
G9001E102
LIBERTY LATIN AMERICA LTD
Reduced-$4.1M$17.7M0.00%
422806208
HEICO CORP NEW
Reduced-$2.1M$326.8M0.00%
25243Q205
DIAGEO PLC
Reduced-$2.1M$19.6M0.00%
47233W109
JEFFERIES FINL GROUP INC
Reduced-$1.5M$26.9M0.00%
G9001E128
LIBERTY LATIN AMERICA LTD
Reduced-$1.3M$9.6M0.00%

Evidence

Related Cards

LP
Sold out30303M102

Steve Mandel

Lone Pine Capital filed a 13F change in META PLATFORMS INC (30303M102) on 2026-02-17, covering period end 2025-12-31.

LP

Steve Mandel

Lone Pine Capital filed a 13F change in ASML HOLDING N V (N07059210) on 2026-02-17, covering period end 2025-12-31.

LP

Steve Mandel

Lone Pine Capital filed a 13F change in DOORDASH INC (25809K105) on 2026-02-17, covering period end 2025-12-31.

Berkshire Hathaway disclosed new in LIBERTY LIVE HOLDINGS INC | TradingNote AI