Warren Buffett

Berkshire Hathaway

Warren Buffett is one of the most closely followed investors in the world and is best known as the chairman and CEO of Berkshire Hathaway. This Warren Buffett (Berkshire Hathaway) portfolio page tracks Berkshire Hathaway holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Berkshire Hathaway owns and how disclosed positions change over time. Buffett's investment approach is commonly associated with long-term value investing, durable competitive advantages, strong cash generation, and concentrated ownership in high-quality businesses across technology, financial services, consumer brands, energy, and transportation. Top disclosed holdings and portfolio changes shown on this page include American Express Co (AXP), Alphabet Inc (GOOGL), Occidental Petroleum Corp (OXY), Apple Inc (AAPL), and Bank of America Corp (BAC). Investors use Berkshire Hathaway 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Macy's, Inc.M · Q1 2026$18.09$25.96+$24M+43.5%$79M
Nucor Corporation Common StockNUE · Q1 2026$169.10$239.78+$276M+41.8%$937M
DaVita Inc. Common StockDVA · Q1 2026$153.69$217.04+$1.9B+41.2%$6.5B
Delta Air Lines IncDAL · Q1 2026$66.48$92.57+$1.0B+39.2%$3.7B
Sirius XM Holdings IncSIRI · Q1 2026$23.08$28.35+$658M+22.8%$3.5B
Ally Financial IncALLY · Q1 2026$39.23$47.17+$230M+20.2%$1.4B
Jefferies Group LLCJEF · Q1 2026$41.27$49.10+$3.4M+19.0%$21M
Bank of America CorpBAC · Q1 2026$48.75$57.88+$4.7B+18.7%$30B
Alphabet IncGOOGL · Q1 2026$287.56$337.39+$2.7B+17.3%$18B
Alphabet Cl CGOOG · Q1 2026$286.86$334.69+$171M+16.7%$1.2B
LOUISIANA-PACIFIC CORPLPX · Q1 2026$72.75$82.38+$55M+13.2%$467M
American Express CoAXP · Q1 2026$302.48$340.36+$5.7B+12.5%$52B
Capital One Financial Corporation Common StockCOF · Q1 2026$182.43$204.00+$154M+11.8%$1.5B
Apple IncAAPL · Q1 2026$253.79$283.78+$6.8B+11.8%$65B
Lennar CorporationLEN-B · Q1 2026$84.12$91.90+$1.8M+9.25%$22M
Liberty Live GroupLLYVA · Q1 2026$91.64$99.63+$40M+8.72%$497M
Coca-Cola Company (The) Common StockKO · Q1 2026$76.05$82.63+$2.6B+8.65%$33B
Lennar CorpLEN · Q1 2026$86.84$93.52+$67M+7.69%$945M
The Kraft Heinz CoKHC · Q1 2026$22.49$23.70+$394M+5.38%$7.7B
Chubb LtdCB · Q1 2026$325.93$341.44+$531M+4.76%$12B
NVR IncNVR · Q1 2026$6,589.83$6,828.62+$2.7M+3.62%$76M
Moody's Corporation Common StockMCO · Q1 2026$436.25$450.01+$339M+3.15%$11B
Warren Buffett Biggest Wins | 交易笔记