— at a glance · filed —
Berkshire turned buyer again — for the first time in 14 quarters.
After more than three years of net selling, Berkshire added more stock than it sold this quarter: a $10B addition to Alphabet, a new stake in D.R. Horton, and a growing homebuilder bet through Lennar — while cutting Capital One by more than half and closing out Constellation Brands entirely. —.
Companion to buffett.online, which covers the current portfolio snapshot. This site is the transaction history, filing archive, and performance record — quarter-over-quarter activity, not a live current-holdings mirror. Holdings, activity, and the filing archive below update automatically as new 13Fs post; see how.
Portfolio value
—
disclosed 13F equities
Holdings
— positions
+ 5 Japanese trading houses
Managed by
Buffett & Abel
post-succession
This quarter's story
Two threads stand out in the filing:
End of a selling streak. Berkshire had been a net seller of stocks for 14 straight quarters. This quarter it flipped — buying more than it sold, led by a huge addition to Alphabet (Class A up 45%, the smaller Class C stake up over 650%) alongside a $10B combined investment.
A housing bet is forming. A new position in D.R. Horton (DHI) joins increased stakes in Lennar's Class A and Class B shares (+30% and +25%) — three homebuilders now in the portfolio at once, a theme worth watching next quarter.
Notable moves
Top holdings by weight
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Performance
Berkshire Hathaway (BRK.B) stock vs. the S&P 500 — $10,000 invested at the start of 2017, tracked to today. See the full breakdown →
13F filing archive
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