71
BRK/B
Berkshire Hathaway Inc.
Consensus score 71/100 · #4 this quarter · tier-weighted across tracked managers
Holders
17
tracked managers
New this Q
1
opened a position
Avg weight
8.0%
of their portfolios
Combined value
$11.12B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Cook & Bynum Concentrated | 42.7% | $53M | HOLD |
| Gates Foundation Trust Concentrated | 25.8% | $8.17B | TRIM |
| Semper Augustus Concentrated | 14.5% | $121M | ADD |
| Himalaya Capital Value/global | 13.4% | $430M | HOLD |
| Giverny Capital Quality compounder | 6.6% | $181M | TRIM |
| Gardner Russo & Quinn Graham/global value | 6.3% | $532M | TRIM |
| Hound Partners Concentrated | 6.3% | $50M | NEW |
| Markel Group Concentrated | 6.1% | $734M | HOLD |
| Tweedy Browne Graham/global value | 3.7% | $47M | HOLD |
| Hosking Partners Concentrated | 2.6% | $73M | TRIM |
| Ruane Cunniff / Sequoia Quality compounder | 2.5% | $149M | TRIM |
| Yacktman Asset Management Quality value | 2.0% | $151M | ADD |
| Davis Advisors Concentrated | 1.6% | $359M | ADD |
| Fairholme Capital Deep value | 1.6% | $24M | ADD |
| Horizon Kinetics Franchise/inflation | 0.2% | $18M | HOLD |
| Eagle Capital Quality value | 0.1% | $24M | HOLD |
| Akre Capital Quality compounder | 0.1% | $5M | TRIM |
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.