RBO & CO LLC BRK/B BERKSHIRE HATH-B BRK/B com

Ownership history in RBO & CO LLC  ·  77 quarters on record

AI Ownership Summary

RBO & CO LLC reported BERKSHIRE HATH-B BRK/B com (BRK/B) in 77 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.77% in 2025 Q1. The latest visible filing shows BRK/B at 5.01% 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 RBO & CO LLC's position in BERKSHIRE HATH-B BRK/B 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 5.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.77% 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 RBO & CO 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 REDUCED 64,784 -2,397 -3.6% 5.01% $31.0M 2026-05-14 $469.32
2025 Q4 REDUCED 67,181 -38 -0.1% 5.37% $33.8M 2026-02-12 $500.01
2025 Q3 REDUCED 67,219 -675 -1.0% 5.29% $33.8M 2025-11-12 $502.40
2025 Q2 REDUCED 67,894 -16 -0.0% 5.29% $33.0M 2025-08-12 $470.39
2025 Q1 REDUCED 67,910 -1,171 -1.7% 5.77% $36.2M 2025-05-14 $503.40
2024 Q4 REDUCED 69,081 -135 -0.2% 5.11% $31.3M 2025-02-14 $479.59
2024 Q3 REDUCED 69,216 -32 -0.0% 5.02% $31.9M 2024-11-13 $468.10
2024 Q2 REDUCED 69,248 -1 -0.0% 5.03% $28.2M 2024-08-12 $430.39
2024 Q1 REDUCED 69,249 -155 -0.2% 4.86% $29.1M 2024-05-14 $410.24
2023 Q4 REDUCED 69,404 -971 -1.4% 4.25% $24.8M 2024-02-13 $394.80
67 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RBO & CO 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 RBO & CO LLC reported owning BRK/B?

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

What was the largest reported BRK/B position in RBO & CO LLC's portfolio?

The largest reported portfolio weight for BRK/B was 5.77% 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 RBO & CO LLC reported 64,784 shares, equal to 5.01% of portfolio, with an estimated market value of $31.0M.

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

The chart compares RBO & CO 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 RBO & CO LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, RBO & CO LLC correctly timed 37 out of 63 reported position changes (59%). The annualised alpha on BRK/B relative to SPY over the holding period was -0.5%.

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