Lumbard & Kellner, LLC BRK/B — Berkshire Hathaway Inc Class B

Ownership history in Lumbard & Kellner, LLC  ·  22 quarters on record

AI Ownership Summary

Lumbard & Kellner, LLC reported Berkshire Hathaway Inc Class B (BRK/B) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.75% in 2025 Q3. The latest visible filing shows BRK/B at 0.71% 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 Lumbard & Kellner, LLC's position in Berkshire Hathaway Inc Class B, 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 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2025 Q3

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 Lumbard & Kellner, LLC fund profile Lumbard & Kellner, LLC full holdings
How Lumbard & Kellner, LLC 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 ADDED — — — 4,295 +144 +3.5% 0.71% $2.1M 2026-05-15 $469.32
2025 Q4 ADDED — — — 4,151 +89 +2.2% 0.73% $2.1M 2026-02-03 $493.74
2025 Q3 ADDED — — — 4,062 +1,021 +33.6% 0.75% $2.0M 2025-11-12 $502.40
2025 Q2 REDUCED — — — 3,041 -44 -1.4% 0.64% $1.5M 2025-08-13 $477.31
2025 Q1 UNCHANGED — — — 3,085 — 0% 0.72% $1.6M 2025-04-21 $506.92
2024 Q4 REDUCED — — — 3,085 -7 -0.2% 0.60% $1.4M 2025-02-14 $479.59
2024 Q3 REDUCED — — — 3,092 -43 -1.4% 0.63% $1.4M 2024-11-12 $466.29
2024 Q2 REDUCED — — — 3,135 -40 -1.3% 0.60% $1.3M 2024-08-09 $431.67
2024 Q1 UNCHANGED — — — 3,175 — 0% 0.65% $1.3M 2024-05-16 $413.12
2023 Q4 ADDED — — — 3,175 +55 +1.8% 0.66% $1.1M 2024-02-12 $397.71
12 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 Lumbard & Kellner, LLC 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 Lumbard & Kellner, LLC reported owning BRK/B?

Lumbard & Kellner, LLC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Lumbard & Kellner, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.75% in 2025 Q3.

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

The most recent filing on this page is 2026 Q1, when Lumbard & Kellner, LLC reported 4,295 shares, equal to 0.71% of portfolio, with an estimated market value of $2.1M.

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

The chart compares Lumbard & Kellner, LLC'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 Lumbard & Kellner, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Lumbard & Kellner, LLC correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on BRK/B relative to SPY over the holding period was +4.8%.

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