FISHMAN JAY A LTD/MI BRK/B BERKSHIRE com

Ownership history in FISHMAN JAY A LTD/MI  ·  60 quarters on record

AI Ownership Summary

FISHMAN JAY A LTD/MI reported BERKSHIRE com (BRK/B) in 60 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows BRK/B at 0.22% 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 FISHMAN JAY A LTD/MI's position in BERKSHIRE com, 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 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% 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.

How FISHMAN JAY A LTD/MI 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 5,115 -95 -1.8% 0.22% $2.5M 2026-04-29 $469.32
2025 Q4 REDUCED 5,210 -60 -1.1% 0.22% $2.6M 2026-01-28 $473.49
2025 Q3 ADDED 5,270 +15 +0.3% 0.23% $2.6M 2025-11-05 $488.77
2025 Q2 ADDED 5,255 +10 +0.2% 0.24% $2.6M 2025-07-22 $478.13
2025 Q1 REDUCED 5,245 -120 -2.2% 0.31% $2.8M 2025-04-22 $520.79
2024 Q4 ADDED 5,365 +65 +1.2% 0.23% $2.4M 2025-01-29 $469.26
2024 Q3 REDUCED 5,300 -113,025 -95.5% 0.24% $2.4M 2024-10-30 $454.96
2024 Q2 ADDED 118,325 +113,330 +2268.9% 0.23% $2.2M 2024-07-31 $438.50
2024 Q1 ADDED 4,995 +35 +0.7% 0.23% $2.1M 2024-04-23 $408.74
2023 Q4 REDUCED 4,960 -800 -13.9% 0.20% $1.8M 2024-01-24 $376.59
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FISHMAN JAY A LTD/MI 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 FISHMAN JAY A LTD/MI reported owning BRK/B?

FISHMAN JAY A LTD/MI reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in FISHMAN JAY A LTD/MI's portfolio?

The largest reported portfolio weight for BRK/B was 0.31% 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 FISHMAN JAY A LTD/MI reported 5,115 shares, equal to 0.22% of portfolio, with an estimated market value of $2.5M.

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

The chart compares FISHMAN JAY A LTD/MI'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 FISHMAN JAY A LTD/MI time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, FISHMAN JAY A LTD/MI correctly timed 24 out of 42 reported position changes (57%). The annualised alpha on BRK/B relative to SPY over the holding period was -1.0%.

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