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Aug 14 at 08:26 PM
Breaking: Berkshire Hathaway just filed its Q2 2026 13F
Here's everything you need to know about the recent 13FTop 10 positions:• Apple $Apple(AAPL.US) (22.0%)• American Express $American Express(AXP.US) (17.1%)• Coca-Cola $Coca Cola(KO.US) (10.9%)• Alphabet Class A $Alphabet(GOOGL.US) (9.4%)• Bank of America $Bank of America(BAC.US) (9.2%)• Chevron $Chevron(CVX.US) (4.7%)• Occidental Petroleum $Occidental Petroleum(OXY.US) (4.3%)• Chubb $Chubb(CB.US) (3.9%)• Moody's $Moodys(MCO.US) (3.7%)• Alphabet Class C $Alphabet - C(GOOG.US) (3.2%)New positions:• $D.R. Horton(DHI.US) (toehold, $580K)Full exits:• $Constellation Brands(STZ.US) (Constellation Brands)Summary: Berkshire's book grew 13.7% to $299.25B this quarter on price appreciation, not rotation. Abel kept every top 10 name untouched, only move was a token toehold in D.R. Horton and closing out the small Constellation Brands stake entirely
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