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Berkshire Hathaway Inc - Warren Buffett

Berkshire Hathaway Inc a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
10,392 Followers
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Warren Buffett

Warren Buffett
Berkshire Hathaway Inc

Hedge Fund Manager
Ranked #155 out of 487 Hedge Fund Managers

Portfolio Gain

+124.74%
Since Jan 2016

Sharpe Ratio

1.97
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$279.97B
Warren Buffett manages more assets than 97% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+14.04%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
37.65% Financial
30.84% Technology
13.63% Consumer Defensive
12.21% Energy
2.09% Communication Services
1.79% Healthcare
0.96% Consumer Cyclical
0.24% Industrial Goods
0.02% General
A breakdown of Berkshire Hathaway Inc's portfolio by sector

Berkshire Hathaway Inc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
LSXMK
Liberty Sirius XM Group
Added
Communication Services
$25.02
($20.05-$30.00)
+0.59%
+6.90%
1.55B
0.55%
Citigroup
Not Changed
Financial
$60.86
($56.74-$64.98)
+10.75%
0.00%
3.51B
1.23%
Coca-Cola
Not Changed
Consumer Defensive
$61.15
($57.93-$64.36)
-2.15%
0.00%
25.46B
9.03%
LSXMA
Liberty Media Liberty SiriusXM
Added
Communication Services
$25.11
($20.13-$30.10)
+0.63%
+7.41%
779.29M
0.28%
Paramount Global Class B
Sold Out
Communication Services
$12.04
($9.54-$14.54)
+2.61%
-100.00%
0.00
0.00%
DaVita
Not Changed
Healthcare
$136.78
($125.64-$147.93)
+13.60%
0.00%
5.00B
1.79%
Occidental Petroleum
Added
Energy
$65.09
($59.00-$71.19)
-18.89%
+2.93%
16.09B
5.72%
Sirius XM Holdings
Added
Communication Services
$32.20
($24.50-$39.90)
-9.54%
+262.24%
376.05M
0.13%
Diageo
Not Changed
Consumer Defensive
$137.45
($125.66-$149.24)
-3.87%
0.00%
28.71M
0.01%
Chubb
Added
Financial
$257.13
($238.85-$275.41)
+13.55%
+4.28%
6.90B
2.46%
See a list of Berkshire Hathaway Inc's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details

Measured Performance

Compare Berkshire Hathaway Inc's performance with other Hedge Funds and the S&P 500

Berkshire Hathaway Inc activity FAQ

What is Berkshire Hathaway Inc’s portfolio gain since Jun 2013?
Berkshire Hathaway Inc’s portfolio gain since Jun 2013 was 124.74%.
    What is Berkshire Hathaway Inc’s Sharpe Ratio?
    Berkshire Hathaway Inc’s Sharpe Ratio is 1.97.
      What is Berkshire Hathaway Inc’s portfolio value?
      Berkshire Hathaway Inc’s portfolio value is $279.97B.
        What is Berkshire Hathaway Inc’s average return since the fund’s last 13F filing?
        Berkshire Hathaway Inc’s average return since the fund’s last 13F filing is 8.26%.
          What was Berkshire Hathaway Inc’s average return in the last 12 months?
          Berkshire Hathaway Inc’s average return in the last 12 months was 24.29%.
            What was Berkshire Hathaway Inc’s average return in the last 3 years?
            Berkshire Hathaway Inc’s average return in the last 3 years was 14.04%.
              When was the most recent most recent 13F form submitted by Berkshire Hathaway Inc?
              Berkshire Hathaway Inc's most recent 13F form was submitted on Jun 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Warren Buffett Net Worth?
                  Warren Buffett is Managing Berkshire Hathaway Inc which has a net worth of $279.97B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Warren Buffett and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

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                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.