BRK-A

BRK-A

BRK-A

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 7, 2025	Pabrai Wagons Fund	-	-	BRK/A, EDEL IN, RYSAS TI, TAVHL TI	Capital Allocation, Compounding, Concentration, Margin Of Safety, Value Investing	The letter outlines a highly concentrated, value-driven investment approach built around a small number of high-conviction wagons, with roughly 94% of capital allocated across seven core buckets. Management emphasizes extreme selectivity, focusing on businesses with simple economics, strong downside protection, and asymmetric upside rather than broad diversification. The fund argues that concentration, when paired with patience and a margin-of-safety mindset, maximizes long-term compounding and allows investors to fully benefit from a few exceptional outcomes.		View
2023 Q2	Aug 4, 2023	Springview Capital Management	3.9%	5.5%	ATVI, BRK/A, FFH CN, HLN LN, WRB	-			View
2025 Q2	Jul 7, 2025	GoodHaven Capital Management	-	-5.9%	BLDR, BRK/A, JEF, TVK CN	dislocation, Intrinsic Value, long-term, Quality, volatility	The letter highlights market volatility driven by tariffs and geopolitical shocks as a source of opportunity rather than risk. Management emphasizes owning high-quality businesses trading below intrinsic value and using downturns to add to positions. Long-term compounding and downside protection remain central.	TVK	View
2025 Q2	Jul 27, 2025	Diamond Hill Large Cap Strategy	2.9%	4.3%	ADBE, AON, BRK/A, DIS, FERG, KMX, RRX, TXN	cash flow, Intrinsic Value, Large Caps, Quality, volatility	The commentary highlights high-quality large-cap companies trading below intrinsic value following tariff-driven volatility. Management focuses on strong cash generation, durable franchises, and disciplined capital allocation. Valuation gaps created by macro noise are positioned as opportunities.	ADBE FERG RRX	View
2025 Q2	Jul 27, 2025	Weitz Multi Cap Equity Fund	3.6%	4.3%	BRK/A, HEI, KMX	Balance Sheets, Intrinsic Value, Patience, Valuation discipline, value	The letter focuses on disciplined intrinsic value investing across market capitalizations, emphasizing patience amid short-term volatility. Management highlights valuation dispersion as an opportunity to buy high-quality businesses trading below long-term intrinsic worth. A long-term ownership mindset and balance sheet strength underpin portfolio construction.	HEI	View
2025 Q2	Jul 27, 2025	Weitz Partners III Opportunity Fund	2.5%	1.9%	BRK/A, CSGP, KMX	asymmetric returns, Capital discipline, dislocation, flexibility, opportunity	The commentary emphasizes capitalizing on idiosyncratic opportunities created by corporate actions, market dislocations, and investor overreactions. Management stresses downside protection through conservative balance sheets while maintaining exposure to asymmetric upside. Flexibility and opportunistic capital deployment are central to the strategy.	KMX	View
2025 Q2	Jul 22, 2025	American Century Equity Income Fund	-0.3%	-	AOS, BDX, BRK/A, EL, EPD, KVUE, LUV, NEE, UNH	cash flow, defensiveness, dividends, income stability, payout ratios	The letter highlights the role of dividend-paying equities in generating stable income amid macro uncertainty and uneven growth. Management stresses balance sheet strength, sustainable payout ratios, and pricing power to support dividends through cycles. The outlook favors income resilience with moderate capital appreciation.		View
2025 Q2	Jul 22, 2025	Third Avenue Real Estate Value Fund	6.8%	6.4%	BRK/A, JAR LN, PLD, SKY, WCC	capital structure, Patience, real estate, Resource Conversion, valuation	The letter emphasizes U.S. real estate companies with strong assets and conservative capital structures. Management focuses on resource conversion and private market realizations. Patience is stressed amid cyclical headwinds.	JAR LN SKY WCC PLD	View
2025 Q2	Jul 22, 2025	Madison Investors Fund	3.1%	2.3%	ABNB, ACGL, ADI, BRK/A, CDW, FERG, FI	Compounding, Discipline, downside risk, fundamentals, Quality	The letter emphasizes long-term fundamental investing with a focus on business quality and downside risk management. Management highlights disciplined security selection over macro forecasting. Steady compounding is expected as fundamentals drive returns over time.	CDW ABNB ACGL FI ADI FERG	View
2022 Q2	Jul 18, 2022	Springview Capital Management	-8.4%	-7.3%	BRK/A, GOOG, MKL, WRB, WTM	-			View
2025 Q2	Jul 15, 2025	GreensKeeper Value Fund	-	-3.6%	AXP, BRK/A, CFR SW, FI, GOOG, NVO	capital preservation, Discipline, risk taking, Speculation, valuation excess	The letter warns of rising speculative behavior marked by frothy valuations, renewed risk-taking, and investor complacency. Management stresses that such environments historically reward patience and discipline rather than momentum chasing. The fund positions itself to protect capital and deploy aggressively when fear eventually returns.	CFR SW GOOGL AXP	View
2025 Q2	Jun 30, 2025	Mar Vista Global Equity Fund	-	13.0%	AAPL, BRK/A, MSFT, NVDA, ORCL	AI, Competitive Advantage, free cash flow, Quality, valuation	The letter highlights quality-focused global equities with durable competitive advantages and strong free cash flow. Management favors companies benefiting from AI, cloud, and productivity trends while maintaining valuation discipline. Quality is positioned as a defense in uncertain macro environments.	GE BRK.B AAPL NVDA ORCL MSFT	View
2024 Q2	Jun 30, 2024	Peterson Investment Fund	1.0%	7.9%	BRK/A, DJCO	-			View
2025 Q1	Apr 5, 2025	Pabrai Wagons Fund	-	-	BRK/A, EDEL IN, RYSAS TI, TAVHL TI	-			View
2025 Q1	Apr 4, 2025	Vltava Fund	-	-	BRK/A, URI, WSM	-			View
2024 Q1	Apr 25, 2024	GreensKeeper Value Fund	4.7%	16.7%	AXP, BRK/A, MRK, SPGI	-			View
2025 Q1	Apr 24, 2025	Diamond Hill Large Cap Strategy	1.4%	1.4%	ABT, AIG, BRK/A, COF, COOP, GIS, HD, RRX, TGT	-			View
2025 Q1	Apr 21, 2025	Kovitz Core Equity Strategy	-2.3%	-2.3%	ADBE, ADI, AMZN, ANET, ASHTY, BRK/A, DGE LN, GOOG, ICE, JPM, MSFT, PM	-			View
2025 Q1	Mar 31, 2025	Mar Vistas U.S. Quality	-3.1%	-3.1%	AVGO, BRK/A, CRM, JNJ, MSFT, NVDA, PEP, V	-			View
2025 Q1	Mar 31, 2025	American Century Equity Income Fund	4.7%	4.7%	BRK/A, EPD, JNJ, MDT, PM, TROW	-			View
2025 Q1	Mar 31, 2025	Peterson Investment Fund	26.4%	26.4%	BRK/A	-			View
2025 Q1	Mar 31, 2025	Weitz Multi Cap Equity Fund	0.8%	0.8%	BRK/A, GOOG, HEI, PRM	-			View
2023 Q4	Feb 21, 2024	Eagle Capital Management, LLC	10.2%	38.1%	BRK/A, WMT	-			View
2023 Q4	Feb 21, 2024	Springview Capital Management	6.5%	15.3%	BRK/A, FFH CN, HTL, MKL, UNP	-			View
2024 Q4	Feb 10, 2025	Springview Capital Management	5.4%	19.7%	BRK/A, HLN, MKL, MSGS, V, VAC	-			View
2024 Q4	Dec 31, 2024	Davis Global Fund	-	22.7%	005930 KS, 2318 HK, 3690 HK, AMAT, AMZN, BRK/A, COF, CVS, ENT LN, GOOG, HUM, META, MGM, TCEHY, TCOM	-			View
2024 Q4	Dec 31, 2024	Peterson Investment Fund	8.8%	8.8%	BRK/A, DJCO, GOOG, OXY, SRG	-			View
2023 Q4	Dec 31, 2023	Avenir Corporation	-	-	AMT, AMZN, BRK/A, DBRG, MSFT	-			View
2023 Q4	Dec 31, 2023	Castlebay Investments	-	-	BRK/A	capital, confidence, Leverage, returns, solvency	Banks face structurally high leverage, low returns on equity, and confidence-sensitive funding models that make them unattractive long-term investments. Regulatory changes have reduced leverage but also constrained economic growth and profitability. Rising non-performing loans, liquidity risks, and misaligned incentives further weaken the investment outlook for the sector.		View
2022 Q4	Dec 31, 2022	Aquamarine Fund	-	-21.0%	1211 HK, AXP, BAC, BRK/A, CDLX, CVNA, GOOG, IEX IN, MKL, NESN SW, OXY, RACE IM, ROKU, SNOW, SQ, TSLA	-			View
2021 Q4	Dec 31, 2021	Berkshire Hathaway	-	-	BRK/A	-			View
2021 Q4	Dec 31, 2021	Aquamarine Fund	-	23.8%	1211 HK, AAPL, AMZN, AXP, BAC, BRK/A, FDJ FP, GOOG, IEX IN, MA, MSFT, NESN SW, NET, TSLA, WE, ZM	-			View
2020 Q4	Dec 31, 2020	Berkshire Hathaway	-	-	BRK/A	-			View
2020 Q4	Dec 31, 2020	Aquamarine Fund	-	11.3%	1211 HK, AMZN, AVB, AXP, BAC, BRK/A, GME, MA, NESN SW, NGLX, RACE IM, SRG, STLA	-			View
2019 Q4	Dec 31, 2019	Berkshire Hathaway	-	-	BRK/A	-			View
2019 Q4	Dec 31, 2019	Aquamarine Fund	-	24.6%	AAPL, AIG, AMZN, BAM, BRK/A, JNJ, KKR, TOO, TSLA, WE	-			View
2018 Q4	Dec 31, 2018	Berkshire Hathaway	-	-	BRK/A	-			View
2018 Q4	Dec 31, 2018	Aquamarine Fund	-	-13.3%	AAPL, AMZN, AXP, BAC, BRK/A, COST, DUFF, GM, GOOG, JPM, RACE IM, TSLA	-			View
2017 Q4	Dec 31, 2017	Berkshire Hathaway	-	-	BRK/A	-			View
2017 Q4	Dec 31, 2017	Aquamarine Fund	-	34.9%	ATGE, BRK/A, COGN3 BZ, COST, FCAU, GM, RACE IM, SCHW, TSLA	-			View
2016 Q4	Dec 31, 2016	Berkshire Hathaway	-	-	BRK/A	-			View
2015 Q4	Dec 31, 2015	Berkshire Hathaway	-	-	BRK/A	-			View
2015 Q4	Dec 31, 2015	Aquamarine Fund	-	-16.0%	ATGE, BRK/A, CHK, MSFT, NESN SW, RLS SP	-			View
2014 Q4	Dec 31, 2014	Berkshire Hathaway	-	-	BRK/A	-			View
2014 Q4	Dec 31, 2014	Aquamarine Fund	-	5.5%	AXP, BRK/A, C, ENLC, GOOG, META, NTRS, UBSG SW	-			View
2013 Q4	Dec 31, 2013	Berkshire Hathaway	-	-	BRK/A	-			View
2012 Q4	Dec 31, 2012	Berkshire Hathaway	-	-	BRK/A	-			View
2011 Q4	Dec 31, 2011	Berkshire Hathaway	-	-	BRK/A	-			View
2010 Q4	Dec 31, 2010	Berkshire Hathaway	-	-	BRK/A	-			View
2009 Q4	Dec 31, 2009	Berkshire Hathaway	-	-	BRK/A	-			View
2008 Q4	Dec 31, 2008	Berkshire Hathaway	-	-	BRK/A	-			View
2007 Q4	Dec 31, 2007	Berkshire Hathaway	-	-	BRK/A	-			View
2006 Q4	Dec 31, 2006	Berkshire Hathaway	-	-	BRK/A	-			View
2005 Q4	Dec 31, 2005	Berkshire Hathaway	-	-	BRK/A	-			View
2004 Q4	Dec 31, 2004	Berkshire Hathaway	-	-	BRK/A	-			View
2003 Q4	Dec 31, 2003	Berkshire Hathaway	-	-	BRK/A	-			View
2002 Q4	Dec 31, 2002	Berkshire Hathaway	-	-	BRK/A	-			View
2001 Q4	Dec 31, 2001	Berkshire Hathaway	-	-	BRK/A	-			View
2000 Q4	Dec 31, 2000	Berkshire Hathaway	-	-	BRK/A	-			View
2024 Q4	Dec 4, 2025	Saga Partners	-	112.2%	AMZN, BRK/A, CVNA, ROKU, TRUP, TTD, WISE LN, WMT	-			View
2022 Q4	Dec 1, 2023	Concentrated Compounding	0.0%	0.0%	AMZN, BRK/A, CHTR, CSU CN, EPD, FRC, GOOG, MA, RADI, TDG, V	-			View
2023 Q3	Nov 10, 2023	Springview Capital Management	2.5%	8.2%	BRK/A, FFH CN, HLN LN, HLT, WRB	-			View
2023 Q1	Nov 4, 2023	Black Bear Value Partners	-6.7%	-1.4%	ABG, BLDR, BRK/A, CVEO, POU CN, SIVBQ	-			View
2023 Q3	Oct 9, 2023	Longriver Investment Partners	-10.7%	-	669 HK, 700 HK, BRK/A, EVO SS, HDFCB IN, NTES, TSM	-			View
2024 Q3	Oct 31, 2024	Horos Asset Management	2.9%	9.8%	AMG, BRK/A, CATO, NOAH, PLX FP	-			View
2025 Q3	Oct 23, 2025	Semper Augustus	3.3%	19.7%	BRK/A, GOOG, HEIO NA, NESN SW, PM	capital preservation, cash flow, durability, Financial Strength, Quality	The letter stresses ownership of high-quality businesses with strong balance sheets and resilient cash flows. Management prioritizes downside resilience and business durability over short-term market narratives. Quality is presented as a defensive yet compounding-oriented strategy.	NESN SW PM GOOG	View
2024 Q3	Oct 21, 2024	Giverny Capital Asset Management	7.0%	20.2%	BRK/A, FND, MEDP, PGR	-			View
2022 Q3	Oct 21, 2022	Bretton Fund	10.0%	0.0%	AMNF, AXP, AZO, BRK/A, DFH, GOOG, JPM, MA, MCO, MSFT, NVR, PGR, PKI, PRK, ROST, SPGI, TJX, UNH, UNP, V	-			View
2024 Q3	Oct 17, 2024	Kovitz Core Equity Strategy	6.9%	28.7%	AAPL, ADI, AMAT, AXP, BRK/A, DLTR, FI, GM, HAS, J, JPM, KEYS, MSI, PCAR, SCHW, SPOT, UNH	-			View
2025 Q3	Oct 16, 2025	Pabrai Wagons Fund	8.0%	-	BRK/A, FI, IBKR, PSH, SCHW, SF, SOFI	Buybacks, Margin Of Safety, Replacement cost, Spin-Offs, Value Investing	The Pabrai Wagons Fund focuses on concentrated value investing inspired by Buffett and Munger, circling around high-conviction holdings with long runways. Its portfolio includes undervalued, cash-flowing businesses in India, Türkiye, and the U.S., such as Edelweiss, TAV Airports, and Alpha Metallurgical. The fund emphasizes disciplined capital allocation, buybacks, and margin of safety at fractions of replacement cost.	TAVHL TI EDEL IN RIG US AMR US	View
2022 Q3	Oct 14, 2022	Giverny Capital Asset Management	7.0%	20.2%	BRK/A, CIEN, COHR, ERF FP, FRC, JPM, KMX, META, MKL, MTB, PGR, SCHW	-			View
2024 Q3	Oct 10, 2024	GreensKeeper Value Fund	4.7%	16.7%	AXP, BRK/A, FI, GOOG, MRK	-			View
2022 Q4	Jan 25, 2023	Springview Capital Management	7.2%	-4.6%	BRK/A, FFH CN, HLT, MKL, WRB, WTM	-			View
2024 Q4	Jan 11, 2025	Seeking Winners	-	26.6%	APPF, BRK/A, CSGP, HEI, IT	-			View
2023 Q4	Sep 3, 2024	Concentrated Compounding	0.0%	0.0%	AMZN, BRK/A, CHTR, CSU CN, FRCB, GOOG, TDG	-			View
2023 Q4	Sep 2, 2024	Bretton Fund	10.0%	0.0%	AMNF, AXP, AZO, BRK/A, DFH, GOOG, MA, MSFT, NVR, PGR, RVTY, RXMD, UNH, UNP, V	-			View
2023 Q4	May 1, 2024	Vltava Fund	0.0%	0.0%	ABG, ATD/B CN, BRK/A, BUR, JPM, LH, NKY IND	-			View
2025 Q1	Mar 31, 2025	Mar Vista Global Equity Fund	-3.0%	-3.0%	AVGO, BRK/A, CRM, MSFT, NESN SW, NVDA, SAF FP	-			View
2022 Q4	Feb 28, 2023	Berkshire Hathaway	0.0%	0.0%	BRK/A	-			View
2023 Q4	Feb 24, 2024	Berkshire Hathaway	0.0%	0.0%	BRK/A	-			View
2023 Q4	Feb 23, 2024	Semper Augustus	0.0%	10.8%	AAPL, AMZN, BHE, BRK/A, GOOG, META, MSFT, NVDA, TSLA	-			View
2024 Q4	Feb 22, 2025	Berkshire Hathaway	-	25.5%	BRK/A	-			View
2024 Q4	Feb 21, 2025	Semper Augustus	-	7.0%	AAPL, AMZN, BHE, BRK/A, COST, DG, GOOG, KKR, MCY, META, MSFT, NVDA, ORLY, TSLA	-			View
2022 Q4	Feb 14, 2023	Bretton Fund	10.0%	0.0%	AXP, BRK/A, GOOG, JPM, MSFT, TJX, UNH	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of BRK-A

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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