Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q1 2026)
According to the SEC 13F filed on May 15, 2026, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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
|