&PARTNERS BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in &PARTNERS  ·  30 quarters on record

AI Ownership Summary

&PARTNERS reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.72% in 2025 Q1. The latest visible filing shows BRK/B at 0.54% 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 &PARTNERS's position in BERKSHIRE HATHAWAY INC DEL, 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 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% 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 &PARTNERS 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 216,358 +9,115 +4.4% 0.54% $109.0M 2026-05-15 $469.32
2025 Q4 ADDED 207,243 +27,025 +15.0% 0.54% $104.2M 2026-02-17 $503.41
2025 Q3 ADDED 180,218 +12,597 +7.5% 0.58% $90.7M 2025-11-14 $508.94
2025 Q2 ADDED 167,621 +38,523 +29.8% 0.62% $81.4M 2025-08-14 $479.22
2025 Q1 ADDED 129,098 +23,351 +22.1% 0.72% $67.9M 2025-05-15 $507.33
2024 Q4 ADDED 105,747 +59,770 +130.0% 0.58% $48.0M 2025-02-14 $479.59
2024 Q3 ADDED 45,977 +24,067 +109.8% 0.41% $21.2M 2024-11-14 $467.70
2024 Q2 ADDED 21,910 +11,243 +105.4% 0.39% $8.9M 2024-07-24 $432.80
2024 Q1 ADDED 10,667 +3,553 +49.9% 0.62% $4.5M 2024-04-11 $407.61
2023 Q4 ADDED 7,114 +2,742 +62.7% 0.63% $2.6M 2024-01-09 $366.90
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About &PARTNERS 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 &PARTNERS reported owning BRK/B?

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

What was the largest reported BRK/B position in &PARTNERS's portfolio?

The largest reported portfolio weight for BRK/B was 0.72% 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 &PARTNERS reported 216,358 shares, equal to 0.54% of portfolio, with an estimated market value of $109.0M.

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

The chart compares &PARTNERS'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 &PARTNERS time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, &PARTNERS correctly timed 14 out of 25 reported position changes (56%). The annualised alpha on BRK/B relative to SPY over the holding period was -3.8%.

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