AlphaYou
Berkshire Hathaway Inc
Bought Delta Air Lines, sold out of Visa. Portfolio down 4% to $263.1B.
$263.1B portfolio29 holdingstop 10 = 91%filed 2026-05-15
- 1AAPLApple Inc21.99%$57.8B - 227.9M shares-
- 2AXPAmerican Express Co17.43%$45.9B - 151.6M shares-
- 3KOCoca Cola Co11.56%$30.4B - 400.0M shares-
- 4BACBank America Corp9.52%$25.0B - 513.6M shares-3.7M
- 5CVXChevron Corporation6.64%$17.5B - 84.4M shares-45.8M
- 6OXYOccidental Pete Corp6.55%$17.2B - 264.9M shares-
- 7GOOGLAlphabet Inc5.93%$15.6B - 54.2M shares+36.4M
- 8Chubb LTD Switz4.24%$11.2B - 34.2M shares-
- 9MCOMoodys Corp4.09%$10.8B - 24.7M shares-
- 10KHCKraft Heinz Co2.78%$7.3B - 325.6M shares-
- 11DVADavita Inc1.76%$4.6B - 30.1M shares-1.7M
- 12KRKroger Co1.38%$3.6B - 50.0M shares-
- 13SIRISiriusxm Holdings Inc1.09%$2.9B - 124.8M shares-
- 14DALDelta Air Lines Inc1.01%$2.6B - 39.8M sharesNEW
- 15VRSNVerisign Inc0.85%$2.2B - 9.0M shares-
- 16COFCapital One Finl Corp0.50%$1.3B - 7.2M shares-
- 17NYTNew York Times Co MTN Be0.48%$1.3B - 15.1M shares+10.1M
- 18ALLYAlly Finl Inc0.43%$1.1B - 29.0M shares-
- 19GOOGAlphabet Inc0.39%$1.0B - 3.6M sharesNEW
- $996.4M - 10.6M shares-331K
- 21LENLennar Corp0.33%$877.1M - 10.1M shares+3.0M
- 22NUENucor Corp0.25%$660.7M - 3.9M shares-2.5M
- $457.0M - 5.0M shares-
- 24LPXLouisiana Pac Corp0.16%$412.1M - 5.7M shares-
- 25STZConstellation Brands Inc0.04%$94.9M - 633K shares-12.4M
- 26NVRNVR Inc0.03%$73.2M - 11K shares-
- 27MMacys Inc0.02%$55.0M - 3.0M sharesNEW
- 28Lennar Corp<0.01%$20.0M - 238K shares+57K
- 29JEFJefferies Financial Group <0.01%$17.9M - 434K shares-
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.