BRK-B

BRK-B

BRK-B

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2021 Q2 Aug 4, 2021 Ironvine Capital Partners 13.1% 18.9% ADBE, AGN, AON, BRK/B, CMCSA, CMPR, CPN, DLTR, FB, GOOG, HEI, JPM, LBRDK, LBTYK, LSXMK, LYV, MCO, MSFT, SPGI, TMO, V capital efficiency, Concentration, durability, healthcare, Quality, technology TMO
2026 Q1 Apr 21, 2026 Bretton Fund -9.1% -9.1% AXP, AZO, BAC, BRK/B, DFH, EXP, GOOGL, MA, MCO, MSFT, NVR, ROST, SPGI, TJX, UNH, V AI, Concentration, infrastructure, payments, technology, value AXP
2026 Q1 Apr 13, 2026 The London Company Income Equity 4.2% 4.2% AAPL, APD, BRK/B, CVX, D, GLW, MSFT, NTDOY, QSR dividends, energy, geopolitics, income, Iran, Quality, technology, value QSR
AAPL
NTDOY
MSFT
APD
CVX
GLW
2023 Q4 Feb 20, 2024 Sorfis Investments - - ARKK, BRK/B, META, VTV growth, Meta, returns, Strategy, value META
2021 Q3 Nov 4, 2021 Ironvine Capital Partners 2.0% 21.3% BRK/B, COST, CTLT, DG, DHR, DIS, DLTR, GOOGL, JPM, LBRDA, LOW, MCO, META, MSFT, SBUX, SPGI, TGT, TMO, V, WMT Discount Retail, earnings, Freight, growth, Logistics, value DLTR
2022 Q4 Jan 5, 2023 Sorfis Investments - - BRK/B Berkshire, Bonds, Fed, inflation, Recession, value
2022 Q4 Jan 25, 2023 Mar Vista Strategic Growth Fund 5.5% 0.0% ADBE, BRK/B, GXO MM -
2022 Q4 Jan 2, 2023 GoodHaven Capital Management 0.0% 18.9% BRK/B, DVN, GOOG, GS, KKR, PGR -

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-B

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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