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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 Warren Buffett (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
92826C839
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
57636Q104
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
91324P102
Sold out-$1.7B$00.63%
25754A201
25754A201
Sold out-$1.4B$00.53%
G0403H108
G0403H108
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
73278L105
Sold out-$702.0M$00.27%
500754106
KRAFT HEINZ CO
Reduced-$573.1M$7.3B0.22%
23135106
23135106
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
422806208
Sold out-$326.8M$00.12%
531229755
531229755
Sold out-$297.4M$00.11%
16119P108
16119P108
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
512816109
Sold out-$152.2M$00.06%
G0176J109
G0176J109
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
25243Q205
Sold out-$19.6M$00.01%
G9001E102
G9001E102
Sold out-$17.7M$00.01%
G9001E128
G9001E128
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
47726302
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.

KG
Sold out78462F103

Ken Griffin

Ken Griffin (Citadel Advisors) filed a 13F change in SPDR S&P 500 ETF TR (78462F103) on 2026-05-15, covering period end 2026-03-31.

KG
Sold out4.609E+107

Ken Griffin

Ken Griffin (Citadel Advisors) filed a 13F change in INVESCO QQQ TR (4.609E+107) on 2026-05-15, covering period end 2026-03-31.

Warren Buffett (Berkshire Hathaway) disclosed new in ALPHABET INC | TradingNote AI