BRK-A-2

BRK-A-2

BRK-A-2

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q2	Aug 1, 2023	Tall Oak Capital Advisors	-	-	ADBE, ASML, ATVI, BRK.A, BSX, CAT, CCO, CDNS, CNQ.TO, EQIX, FERG, IFC.TO, JNJ, LLY, LRCX, MA, MAR, MCD, MSFT, PEP, UNH	AI, diversification, Energy Transition, infrastructure, Quality, rates, value	Artificial Intelligence is garnering significant attention for its potential impact in the near term. The fund holds positions in leading semiconductor equipment companies like LAM Research and ASML Holdings, crucial players in supplying cutting-edge chips needed to drive the AI future. They believe the true core competence lies in the picks and shovels - the companies supplying the essential equipment and software.	CDNS ASML LRCX FERG AD8 AU\|ARB AU\|BAP AU\|CAT AU\|DHG AU\|PME AU\|PNI AU\|RDX AU\|TNE AU	View
2025 Q2	Jul 31, 2025	Fidelity Dividend Growth Fund	13.5%	7.5%	AAPL, ALSN, AMZN, AVGO, BA, BAC, BRK.A, BRK.B, EPD, ET, GEV, GOOGL, META, MSFT, NVDA, OWL, PAYC, TSLA, TSM, WDC	aerospace, AI, dividends, energy, industrials, large cap, Quality, technology	The fund benefited from AI-driven demand across multiple sectors. Taiwan Semiconductor Manufacturing gained 23% amid strong demand for AI processors as tech firms continued spending on data centers. The utilities sector was boosted by AI-driven demand for electricity to power data centers. The transformative potential of generative artificial intelligence drove outperformance in technology and communication services sectors.		View
2025 Q2	Jul 25, 2025	Bretton Fund	2.7%	-	AXP, AZO, BAC, BRK.A, DFH, EXP, GOOGL, JPM, MA, MCO, MSFT, NVR, PGR, ROST, RVTY, SPGI, TJX, UNH, UNP, V	fundamentals, healthcare, insurance, technology, value	UnitedHealth Group faced severe challenges with Medicare Advantage patients consuming far more healthcare than expected, particularly public employee retirees, and OptumHealth division enrollees from exited plans requiring more care than anticipated. The company revised earnings guidance down significantly and management was replaced, but the stock now trades at attractive valuations around 10 times earnings.	UNH	View
2024 Q2	Jul 16, 2024	Pittenger & Anderson	-	-	AAPL, AMZN, BRK.A, DDS, GOOGL, LLYVA, META, NFLX, NKE, NVDA, PLTR, SIRI, SLB, TDW, VAL	AI, Concentration, cyclicals, energy, technology, Trump, value	Manager discusses AI hype and concentration in tech stocks, comparing current environment to dot-com bubble. Notes concerns about commoditization of AI tools and lack of clear profit models, while highlighting Amazon's successful cost-focused AI implementation in warehouses.	SIRI SLB VAL TDW NKE	View
2025 Q2	Jul 14, 2025	Peterson Investment Fund	-	13.6%	BABA, BRK.A, BRK.B	Buybacks, China, Concentration, dividends, long-term, Turkey, value	Fund follows disciplined value investing philosophy, focusing on owning thriving businesses with proven leadership teams trading at discounts to their growing intrinsic values. Current dislocations offer chance to purchase extraordinary businesses at compelling prices.	BRK.A BABA BABA	View
2025 Q2	Jul 11, 2025	Giverny Capital Asset Management	9.1%	5.4%	AAON, ALGN, ANET, BLDR, BRK.A, CSU.TO, FERG, FI, GOOGL, HEI.A, IBP, JPM, KMX, KNSL, MA, MEDP, META, MTB, PGR, SCHW	AI, Banking, insurance, Quality, technology, value	The US appears to be the global leader in Artificial Intelligence, with hundreds of billions of dollars being invested in AI data centers over the next few years. Close to one-third of the portfolio has considerable exposure to AI through positions in Arista, Alphabet, Meta, AAON, and a new holding that is critical to the buildout of AI and cloud computing data centers.	FI KNSL PGR MTB GOOG FISV KNSL	View
2025 Q2	Jun 30, 2025	The Gabelli Dividend Growth Fund	6.3%	-	AMETEK, AMZN, AXP, BATRA, BK, BRK.A, CAT, CHWY, CNH, CR, CVS, CZR, DEERE, DTE.DE, ELAN, FOX, FRPT, IDXX, IVG.DE, MA, MFI.TO, MLI, MSFT, MSGS, NEM, NESN.SW, NFG, NFLX, NVDA, PETCO, RR.L, RSG, SBGI, SONY, TDS, TGNA, TMUS, TRATON.DE, TRUP, WBD, ZTS	AI, defense, gold, M&A, Pet Care, Sports, tariffs, Utilities	The Trump administration implemented sweeping tariffs on April 2nd (Liberation Day), creating significant market volatility. While initial tariff rates were very high, bilateral trade deals with the UK, China, Vietnam, and India reduced effective rates. The administration appears intent on rolling back globalization, with tariffs serving as both negotiation tactics and policy tools.	WCC KR	View
2025 Q2	Jun 30, 2025	The Gabelli Global Content & Connectivity Fund	9.3%	-	AAPL, AMZN, BAC, BRK.A, CVX, GOOGL, HD, JNJ, JPM, MA, META, MSFT, NFLX, NVDA, PG, TSLA, UNH, V, WMT, XOM	defense, energy, gold, growth, Sports, tariffs, technology, value	Trump administration announced sweeping tariffs on April 2 (Liberation Day) causing significant market volatility. Initial tariff rates were very high but were later moderated through bilateral trade deals. The effective weighted average tariff rate is estimated at 18%, down from initial Liberation Day levels but still significantly higher than the prior administration's 2.5%.	MSFT	View
2024 Q1	Apr 22, 2024	JPMorgan Chase & Co	0.0%	0.0%	AAPL, AXP, BAC, BRK.A, C, COF, DFS, FITB, GS, JPM, MS, NTRS, UBS, WFC	AI, Banking, geopolitics, inflation, Leadership, policy, regulation, risk	JPMorgan Chase has grown its AI organization to over 2,000 experts and has 400+ use cases in production across marketing, fraud, and risk. The firm is exploring generative AI for software engineering, customer service, and operations, while investing in data migration to public cloud to unlock AI capabilities.		View
2023 Q1	Mar 31, 2023	City Different Investments – Global Equity	12.8%	-14.1%	AAPL, AMZN, BRK.A, DDS, GOOGL, META, NFLX, NKE, NVDA, PLTR, SIRI, SLB, TDW, VAL	AI, Concentration, Cyclical, energy, technology, Trump, value	Manager discusses AI hype and concentration in tech stocks, comparing current market to dot-com bubble. Notes concerns about commoditization of AI tools and lack of clear profit models, while highlighting Amazon's successful AI implementation for warehouse cost savings.	SIRI SLB AVALX TDW NKE	View
2024 Q4	Feb 15, 2025	GDS Investments	-	-	AAPL, AMZN, BRK.A, DDS, GOOGL, LLYVA, META, NFLX, NKE, NVDA, PLTR, SIRI, SLB, TDW, VAL	AI, cyclicals, energy, inflation, technology, Trump, value	Manager discusses AI hype and concentration in tech stocks, comparing current environment to dot-com bubble. Notes concerns about commoditization of AI tools and lack of clear profit models, while highlighting Amazon's successful cost-focused AI implementation in warehouses.	SIRI SLB VAL TDW NKE SLB VAL TDW NKE	View
2025 Q3	Nov 5, 2025	Fidelity Dividend Growth Fund	8.4%	16.6%	AAPL, ALSN, AMZN, AVGO, BA, BAC, BRK.A, BRK.B, EPD, ET, GEV, GOOGL, META, MSFT, NVDA, OWL, PAYC, TSLA, TSM, WDC	dividends, energy, industrials, large cap, Quality, technology, value	AI-driven demand for electricity to power data centers boosted utilities sector performance. Strong demand for AI processors supported Taiwan Semiconductor Manufacturing's 23% quarterly gain. Tech firms continued spending on building data centers amid AI-related growth.		View
2024 Q3	Oct 21, 2024	Giverny Capital Asset Management	7.0%	20.2%	AAPL, AHT.L, AMZN, ANET, BRK.A, CSU.TO, FND, GOOG, GOOGL, HEI.A, IBP, KMX, MEDP, META, MSFT, NVDA, PGR, SCHW, TSLA	earnings, growth, Quality, US, value	Manager emphasizes owning highest-quality businesses helmed by owner-managers with deeply rooted interest in enterprise success. US corporate America has achieved exceptional returns on equity around 20% and profit margins exceeding 16%, compared to historical norms of 14% ROE and 10% margins.	MEDP	View
2023 Q2	Jun 7, 2023	St. James Investment Company	0.0%	0.0%	AAPL, AMZN, AVP, BRK.A, DIS, G, GOOGL, IBM, KO, MCD, META, MSFT, NVDA, TSLA, XRX	AI, Historical Parallels, inflation, Market Concentration, Speculation, technology, Valuations, Value Investing	AI is described as the new pixie dust driving excessive hype and speculation in technology stocks. The manager views AI as justification for absurd valuations, comparing current AI enthusiasm to historical bubbles. Every Wall Street analyst claims tech giants will benefit disproportionately from AI boom, but this follows the same pattern as previous cycles.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	GreensKeeper Value Fund	Berkshire Hathaway Inc.	Other	Multi-line Insurance	Bull	New York Stock Exchange	AI-Resistant, cash position, conglomerate, defensive, Insurance, operational efficiency, Share Buybacks, Value	View Pitch
Apr 27, 2026	Fund Letters	Black Bear Value Partners	Berkshire Hathaway	Financials	Multi-Sector Holdings	Bull	NYSE	Apple Hedge, capital allocation, cash position, conglomerate, investment portfolio, Operating Businesses, Sum-of-Parts Valuation, Value	View Pitch
Apr 13, 2026	Fund Letters	Peterson Investment Fund	Berkshire Hathaway Inc.	Financials	Multi-Sector Holdings	Bull	NYSE	capital allocation, Cash management, compounding, conglomerate, contrarian, Insurance, Succession Planning, Value	View Pitch
Nov 3, 2025	Seeking Alpha	Seeking Alpha	Berkshire Hathaway Inc.		-	Bull		Berkshire Hathaway, cash reserves, conglomerate, financial management, Greg Abel, insurance underwriting, investments, long-term growth, share repurchases, Warren Buffett	View Pitch
Aug 13, 2025	Seeking Alpha	Envision Research	Berkshire Hathaway	Other	-	Bull	NYSE	—	View Pitch
Aug 8, 2025	Seeking Alpha	Hawkinvest	Berkshire Hathaway	Other	-	Bear	NYSE	—	View Pitch

BSD Shareholders of BRK-A-2

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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