Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q1 2026)
As of Mar 31, 2026, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2026, the filing reported:
Reductions - Bank of America Corporation, Chevron Corporation, DaVita Inc., Nucor Corporation, Constellation Brands, Inc.
Complete Exits - Amazon.com, Inc., Aon Plc, Atlanta Braves Holdings, Inc. -, Charter Communications, Inc., Diageo plc, and 11 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
AMZN
Amazon.com, Inc.
|
Sell - Position Exit |
-2,276,000
|
|
Q1 2026
|
AON
Aon Plc
|
Sell - Position Exit |
-3,602,995
|
|
Q1 2026
|
BAC
Bank of America Corporation
|
Sell |
-3,671,769
|
|
Q1 2026
|
BATRK
Atlanta Braves Holdings, Inc. -
|
Sell - Position Exit |
-115,428
|
|
Q1 2026
|
CHTR
Charter Communications, Inc.
|
Sell - Position Exit |
-1,060,882
|
|
Q1 2026
|
CVX
Chevron Corporation
|
Sell |
-45,780,506
|
|
Q1 2026
|
DAL
Delta Air Lines, Inc.
|
Buy - Position Entry |
+39,809,456
|
|
Q1 2026
|
DEO
Diageo plc
|
Sell - Position Exit |
-227,750
|
|
Q1 2026
|
DPZ
Domino's Pizza Inc
|
Sell - Position Exit |
-3,350,000
|
|
Q1 2026
|
DVA
DaVita Inc.
|
Sell |
-1,658,480
|
|
Q1 2026
|
FWONK
Liberty Media Corp Formula One Group
|
Sell - Position Exit |
-3,018,555
|
|
Q1 2026
|
G0176J109
Allegion
|
Sell - Position Exit |
-780,133
|
|
Q1 2026
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+3,585,215
|
|
Q1 2026
|
GOOGL
Alphabet Inc.
|
Buy |
+36,403,656
|
|
Q1 2026
|
HEI-A
Heico Corporation
|
Sell - Position Exit |
-1,294,612
|
|
Q1 2026
|
LAMR
Lamar Advertising Company
|
Sell - Position Exit |
-1,202,410
|
|
Q1 2026
|
LEN
Lennar Corporation
|
Buy |
+3,048,692
|
|
Q1 2026
|
LEN-B
Lennar Corporation
|
Buy |
+56,723
|
|
Q1 2026
|
LILA
Liberty Latin America Ltd
|
Sell - Position Exit |
-2,396,665
|
|
Q1 2026
|
LILAK
Liberty Latin America Ltd
|
Sell - Position Exit |
-1,284,020
|
|
Q1 2026
|
M
Macy's Inc
|
Buy - Position Entry |
+3,038,355
|
|
Q1 2026
|
MA
Mastercard Incorporated
|
Sell - Position Exit |
-3,986,648
|
|
Q1 2026
|
NUE
Nucor Corporation
|
Sell |
-2,500,674
|
|
Q1 2026
|
NYT
New York Times Company (The)
|
Buy |
+10,080,791
|
|
Q1 2026
|
POOL
Pool Corporation
|
Sell - Position Exit |
-3,068,885
|
|
Q1 2026
|
STZ
Constellation Brands, Inc.
|
Sell |
-12,367,110
|
|
Q1 2026
|
UNH
UnitedHealth Group Incorporated
|
Sell - Position Exit |
-5,039,564
|
|
Q1 2026
|
V
Visa Inc.
|
Sell - Position Exit |
-8,297,460
|