BRK/A
Berkshire Hathaway Inc-cl A
14 super-investors hold BRK/A worth a combined $3.33B. The largest position: Norbert Lou at 38.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 67 — ranked #11 of 724 scored stocks.
Why super-investors own BRK/A
Ownership within this cohort is narrow but deeply convicted: 14 managers hold BRK/A, with combined exposure of $3.3B, and several treat it as a cornerstone position. Norbert Lou runs the highest concentration at 38.5% of his portfolio ($104M), followed by Francis Chou at 29.4% ($62M) and Thomas Russo, whose $1.0B stake represents 12.3% of a much larger book. Christopher Bloomstran and Tweedy Browne round out the high-conviction names. Activity in 2026Q1 was minimal — Bruce Berkowitz added to an existing position, and no one entered, trimmed, or exited. The owner count has held at a steady eight for eight consecutive quarters, suggesting interest is neither rising nor fading but has settled into a stable, long-term-oriented base.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Should Buffett’s 2034 Pledge to Donate His Berkshire Stake Reshape BRK.A’s Long‑Term Governance Narrative?Yahoo Finance ·
- Buffett backs Warsh's appointment as Fed chair (BRK.A:NYSE)Seeking Alpha ·
- Warren Buffett Says Berkshire's Surprise Alphabet Bet Was His IdeaStocktwits ·
- Warren Buffett Plans to Dump All His Berkshire Hathaway Stock. Should You Still Hold?24/7 Wall St. ·
- Warren Buffett Bought This New Dow Jones Stock Last Year and His Successor Recently Increased the Position by 200%. Is It Still a Buy?The Globe and Mail ·
- Will Greg Abel’s Delta Bet and Buffett’s Share Conversions Change Berkshire Hathaway's (BRK.A) Narrativesimplywall.st ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (14) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Thomas Russo | 12.3% | 40q | $1.05B | 1,460 |
| 2 | Thomas Gayner | 6.7% | 40q | $800M | 1,114 |
| 3 | Christopher Davis | 3.0% | 40q | $663M | 923 |
| 4 | First Eagle Investment Management | 0.5% | 40q | $406M | 565 |
| 5 | Norbert Lou | 38.5% | 40q | $104M | 145 |
| 6 | Tweedy Browne | 8.2% | 40q | $103M | 144 |
| 7 | Christopher Bloomstran | 9.9% | 40q | $83M | 116 |
| 8 | Francis Chou | 29.4% | 40q | $62M | 86 |
| 9 | Josh Tarasoff | 13.1% | 10q | $45M | 63 |
| 10 | Francois Rochon | 0.3% | 35q | $8M | 11 |
| 11 | Mairs & Power Funds | <0.1% | 40q | $4M | 5 |
| 12 | Dodge & Cox Funds | <0.1% | 40q | $3M | 4 |
| 13 | Bruce Berkowitz | 0.1% | 24q | $1M | 2 |
| 14 | Prem Watsa | <0.1% | 40q | $718K | 1 |
- 1Thomas Russoport12.3%val$1.05B1,460 sh·40q held
- 2Thomas Gaynerport6.7%val$800M1,114 sh·40q held
- 3Christopher Davisport3.0%val$663M923 sh·40q held
- 4First Eagle Investment Managementport0.5%val$406M565 sh·40q held
- 5Norbert Louport38.5%val$104M145 sh·40q held
- 6Tweedy Browneport8.2%val$103M144 sh·40q held
- 7Christopher Bloomstranport9.9%val$83M116 sh·40q held
- 8Francis Chouport29.4%val$62M86 sh·40q held
- 9Josh Tarasoffport13.1%val$45M63 sh·10q held
- 10Francois Rochonport0.3%val$8M11 sh·35q held
- 11Mairs & Power Fundsport<0.1%val$4M5 sh·40q held
- 12Dodge & Cox Fundsport<0.1%val$3M4 sh·40q held
- 13Bruce Berkowitzport0.1%val$1M2 sh·24q held
- 14Prem Watsaport<0.1%val$718K1 sh·40q held
Owners of BRK/A also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bruce Berkowitz | ADD | 0.1% | +100% | $1M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 084670108. Not investment advice.