BARR E S & CO BRK/B — D Berkshire Hathaway B Common

Ownership history in BARR E S & CO  ·  109 quarters on record

AI Ownership Summary

BARR E S & CO reported D Berkshire Hathaway B Common (BRK/B) in 109 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 17.1% in 2025 Q1. The latest visible filing shows BRK/B at 13.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARR E S & CO's position in D Berkshire Hathaway B Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRK/B was reported at 13.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRK/B stock page BARR E S & CO fund profile BARR E S & CO full holdings
How BARR E S & CO held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 489,804 -11,445 -2.3% 13.65% $234.7M 2026-05-13 $469.32
2025 Q4 REDUCED — — — 501,249 -7,891 -1.5% 13.11% $252.0M 2026-02-05 $503.89
2025 Q3 REDUCED — — — 509,140 -6,449 -1.3% 13.88% $256.0M 2025-11-12 $502.40
2025 Q2 REDUCED — — — 515,589 -13,271 -2.5% 14.36% $250.5M 2025-08-12 $470.39
2025 Q1 REDUCED — — — 528,860 -12,584 -2.3% 17.10% $281.7M 2025-05-15 $507.33
2024 Q4 REDUCED — — — 541,444 -1,807 -0.3% 14.52% $245.4M 2025-02-13 $480.49
2024 Q3 REDUCED — — — 543,251 -3,762 -0.7% 15.60% $250.0M 2024-11-14 $467.70
2024 Q2 REDUCED — — — 547,013 -6,003 -1.1% 14.60% $222.5M 2024-08-14 $438.47
2024 Q1 REDUCED — — — 553,016 -19,501 -3.4% 15.16% $232.6M 2024-05-15 $412.76
2023 Q4 REDUCED — — — 572,517 -13,927 -2.4% 13.86% $204.2M 2024-02-09 $398.36
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About BARR E S & CO and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARR E S & CO reported owning BRK/B?

BARR E S & CO reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in BARR E S & CO's portfolio?

The largest reported portfolio weight for BRK/B was 17.10% in 2025 Q1.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q1, when BARR E S & CO reported 489,804 shares, equal to 13.65% of portfolio, with an estimated market value of $234.7M.

What does the chart on this BRK/B ownership page compare?

The chart compares BARR E S & CO's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BARR E S & CO time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, BARR E S & CO correctly timed 52 out of 108 reported position changes (48%). The annualised alpha on BRK/B relative to SPY over the holding period was +0.3%.

← Back to BARR E S & CO Holdings