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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 2026-05-15 for period end 2026-03-31.

$263.1B portfolio value
StockActionChangeCurrentPortfolio Impact
25816109
AMERICAN EXPRESS CO
Reduced-$10.2B$45.9B3.89%
02079K305
ALPHABET INC
Increased$10.0B$15.6B3.81%
674599105
OCCIDENTAL PETE CORP
Increased$6.3B$17.2B2.40%
37833100
APPLE INC
Reduced-$4.1B$57.8B1.57%
60505104
BANK AMERICA CORP
Reduced-$3.4B$25.0B1.30%
92826C839
VISA INC
Sold out-$2.9B$01.11%
247361702
DELTA AIR LINES INC
New$2.6B$2.6B1.01%
191216100
COCA COLA CO
Increased$2.5B$30.4B0.93%
166764100
CHEVRON CORPORATION
Reduced-$2.4B$17.5B0.90%
57636Q104
MASTERCARD INCORPORATED
Sold out-$2.3B$00.87%
615369105
MOODYS CORP
Reduced-$1.8B$10.8B0.70%
21036P108
CONSTELLATION BRANDS INC
Reduced-$1.7B$94.9M0.65%
91324P102
UNITEDHEALTH GROUP INC
Sold out-$1.7B$00.63%
25754A201
DOMINOS PIZZA INC
Sold out-$1.4B$00.53%
G0403H108
AON PLC
Sold out-$1.3B$00.48%
02079K107
ALPHABET INC
New$1.0B$1.0B0.39%
23918K108
DAVITA INC
Increased$1.0B$4.6B0.39%
650111107
NEW YORK TIMES CO MTN BE
Increased$916.6M$1.3B0.35%
73278L105
POOL CORP
Sold out-$702.0M$00.27%
500754106
KRAFT HEINZ CO
Reduced-$573.1M$7.3B0.22%
23135106
AMAZON COM INC
Sold out-$525.3M$00.20%
501044101
KROGER CO
Increased$494.0M$3.6B0.19%
H1467J104
CHUBB LTD SWITZ
Increased$473.0M$11.2B0.18%
14040H105
CAPITAL ONE FINL CORP
Reduced-$428.5M$1.3B0.16%
829933100
SIRIUSXM HOLDINGS INC
Increased$385.0M$2.9B0.15%
670346105
NUCOR CORP
Reduced-$384.5M$660.7M0.15%
422806208
HEICO CORP NEW
Sold out-$326.8M$00.12%
531229755
LIBERTY MEDIA CORP DEL
Sold out-$297.4M$00.11%
16119P108
CHARTER COMMUNICATIONS INC N
Sold out-$221.5M$00.08%
02005N100
ALLY FINL INC
Reduced-$175.7M$1.1B0.07%
526057104
LENNAR CORP
Increased$152.2M$877.1M0.06%
512816109
LAMAR ADVERTISING CO NEW
Sold out-$152.2M$00.06%
G0176J109
ALLEGION PLC
Sold out-$124.2M$00.05%
530909308
LIBERTY LIVE HOLDINGS INC
Increased$88.4M$996.4M0.03%
55616P104
MACYS INC
New$55.0M$55.0M0.02%
530909100
LIBERTY LIVE HOLDINGS INC
Increased$50.6M$457.0M0.02%
9.2343E+106
VERISIGN INC
Increased$48.6M$2.2B0.02%
546347105
LOUISIANA PAC CORP
Reduced-$45.4M$412.1M0.02%
25243Q205
DIAGEO PLC
Sold out-$19.6M$00.01%
G9001E102
LIBERTY LATIN AMERICA LTD
Sold out-$17.7M$00.01%
G9001E128
LIBERTY LATIN AMERICA LTD
Sold out-$9.6M$00.00%
47233W109
JEFFERIES FINANCIAL GROUP IN
Reduced-$9.0M$17.9M0.00%
62944T105
NVR INC
Reduced-$7.8M$73.2M0.00%
47726302
ATLANTA BRAVES HLDGS INC
Sold out-$4.6M$00.00%
526057302
LENNAR CORP
Increased$2.8M$20.0M0.00%

Evidence

Related Cards

DL
Sold out69331C108

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in PG&E CORP (69331C108) on 2026-05-15, covering period end 2026-03-31.

CS
Reduced146869102

Cliff Sosin

Cliff Sosin (CAS Investment Partners) filed a 13F change in CARVANA CO (146869102) on 2026-05-15, covering period end 2026-03-31.

DL
Sold out594918104

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in MICROSOFT CORP (594918104) on 2026-05-15, covering period end 2026-03-31.

Berkshire Hathaway disclosed sold out in UNITEDHEALTH GROUP INC | TradingNote AI