Decision Timeline

BRK/B, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 29
Buy / add: 17
Trim / exit: 12

The cohort disagreed in Q2 2026.

At least one tracked manager bought or added while another trimmed or exited. The disagreement is the signal; it is not collapsed into a consensus score.

Eight-quarter evidence

8 reported quarters

Q2 2026
filed Aug 26, 2026
57d lag
TRIM-34.4%
Francois Rochon · 6.6% of reported portfolio
Original SEC filing ↗
-0.3% vs SPY
26 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
ADD+23.5%
Li Lu · 15.0% of reported portfolio
Original SEC filing ↗
+1.0% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
ADD+74.1%
Bruce Berkowitz · 3.0% of reported portfolio
Original SEC filing ↗
+1.0% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 11, 2026
42d lag
ADD+268.8%
Yacktman Asset Management · 7.2% of reported portfolio
Original SEC filing ↗
-1.3% vs SPY
37 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 7, 2026
7d lag
EXITEXIT
Robert Olstein · 1.2% of reported portfolio
Original SEC filing ↗
-1.9% vs SPY
62 sessions after disclosure
direction supported so far
Q1 2026
filed May 19, 2026
49d lag
ADD+27.5%
Duan Yongping · 21.9% of reported portfolio
Original SEC filing ↗
-0.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-25.2%
Francois Rochon · 8.5% of reported portfolio
Original SEC filing ↗
-2.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
NEWNEW
Francis Chou · 0.7% of reported portfolio
Original SEC filing ↗
-0.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+38.2%
Duan Yongping · 20.6% of reported portfolio
Original SEC filing ↗
-10.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+134.2%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-10.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 2, 2026
33d lag
ADD+38.6%
Christopher Davis · 1.7% of reported portfolio
Original SEC filing ↗
-9.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Jan 28, 2026
28d lag
TRIM-88.3%
Torray Funds · 1.7% of reported portfolio
Original SEC filing ↗
-3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Jan 15, 2026
15d lag
TRIM-30.6%
Guy Spier · 22.3% of reported portfolio
Original SEC filing ↗
-6.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ADD+53.5%
Duan Yongping · 17.8% of reported portfolio
Original SEC filing ↗
-4.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ADD+63.4%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-4.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 6, 2025
37d lag
ADD+52.7%
Harry Burn · 3.0% of reported portfolio
Original SEC filing ↗
-3.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 22, 2025
22d lag
TRIM-33.9%
Torray Funds · 2.6% of reported portfolio
Original SEC filing ↗
-5.2% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Oct 21, 2025
21d lag
ADD+44.7%
Robert Olstein · 1.0% of reported portfolio
Original SEC filing ↗
-5.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+40.5%
Bill & Melinda Gates Foundation Trust · 24.5% of reported portfolio
Original SEC filing ↗
-1.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+1188.2%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-1.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
NEWNEW
Duan Yongping · 15.0% of reported portfolio
Original SEC filing ↗
-15.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed Apr 30, 2025
30d lag
TRIM-20.1%
Yacktman Asset Management · 2.5% of reported portfolio
Original SEC filing ↗
-24.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed Apr 14, 2025
14d lag
TRIM-33.2%
Robert Olstein · 1.0% of reported portfolio
Original SEC filing ↗
-27.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
EXITEXIT
Duan Yongping · 10.5% of reported portfolio
Original SEC filing ↗
+9.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 12, 2025
43d lag
TRIM-28.7%
Tweedy Browne · 3.1% of reported portfolio
Original SEC filing ↗
+8.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 11, 2025
42d lag
ADD+21.1%
Harry Burn · 2.4% of reported portfolio
Original SEC filing ↗
+11.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 22, 2025
22d lag
ADD+353.0%
David Katz · 0.6% of reported portfolio
Original SEC filing ↗
+26.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TRIM-63.9%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-2.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 12, 2024
43d lag
TRIM-35.9%
Harry Burn · 2.8% of reported portfolio
Original SEC filing ↗
+0.0% vs SPY
63 sessions after disclosure
direction not supported so far

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.