43
BRK/A
BERKSHIRE HATHAWAY INC DEL
Consensus score 43/100 · #14 this quarter · tier-weighted across tracked managers
Holders
11
tracked managers
New this Q
0
opened a position
Avg weight
7.3%
of their portfolios
Combined value
$2.89B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Punch Card Management Concentrated | 38.5% | $104M | HOLD |
| Gardner Russo & Quinn Graham/global value | 12.3% | $1.05B | TRIM |
| Semper Augustus Concentrated | 9.9% | $83M | HOLD |
| Tweedy Browne Graham/global value | 8.2% | $103M | HOLD |
| Markel Group Concentrated | 6.7% | $800M | HOLD |
| Davis Advisors Concentrated | 3.0% | $663M | TRIM |
| Ruane Cunniff / Sequoia Quality compounder | 1.3% | $79M | TRIM |
| Giverny Capital Quality compounder | 0.3% | $8M | HOLD |
| Fairholme Capital Deep value | 0.1% | $1M | ADD |
| Fairfax Financial Concentrated | 0.0% | $718K | HOLD |
| Horizon Kinetics Franchise/inflation | 0.0% | $718K | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.