---
name: Copy Berkshire Hathaway
kind: hedgecopy-fund
cik: 0001067983
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Berkshire Hathaway (13F follow-the-filing)

Berkshire Hathaway files a 13F-HR with the SEC each quarter (CIK 0001067983). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +18.8% vs SPY +22.9% (alpha -4.1%/yr)
- Annualised since the series started (2021-02-19 to 2026-10-09): +12.9% vs SPY +14.5%
- Follow-the-filing TTM: +16.6% vs SPY +16.2% (alpha +0.3%)
- Quarters of history: 23; average coverage 96%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | AAPL | APPLE INC | 22.0% |
| 2 | AXP | AMERICAN EXPRESS CO | 17.1% |
| 3 | KO | COCA COLA CO | 10.9% |
| 4 | GOOGL | ALPHABET INC | 9.4% |
| 5 | BAC | BANK OF AMER CORP | 9.2% |
| 6 | CVX | CHEVRON CORPORATION | 4.7% |
| 7 | OXY | OCCIDENTAL PETE CORP | 4.3% |
| 8 | — | CHUBB LIMITED | 3.9% |
| 9 | MCO | MOODYS CORP | 3.7% |
| 10 | GOOG | ALPHABET INC | 3.2% |
| 11 | KHC | KRAFT HEINZ CO | 2.6% |
| 12 | DVA | DAVITA INC | 2.1% |
| 13 | DAL | DELTA AIR LINES INC | 1.8% |
| 14 | SIRI | SIRIUSXM HOLDINGS INC | 1.2% |
| 15 | VRSN | VERISIGN INC | 0.8% |
| 16 | KR | KROGER CO | 0.7% |
| 17 | ALLY | ALLY FINL INC | 0.4% |
| 18 | LEN | LENNAR CORP | 0.4% |
| 19 | LLYVK | LIBERTY LIVE HOLDINGS INC | 0.4% |
| 20 | NYT | NEW YORK TIMES CO MTN BE | 0.4% |

## About the fund

Berkshire Hathaway is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. It owns a diverse array of businesses, including insurance, freight rail transportation, and energy, while also managing a significant portfolio of equity investments.

- Strategy: Value investing
- Type: Holding company
- Founders: Oliver Chace
- Key people: Warren Buffett (Chairman); Greg Abel (President & CEO); Ajit Jain (Vice Chairman, Insurance)
- Founded 1955 · HQ Omaha, United States
- Reported AUM: $299.3bn (as of June 30, 2026)
- Website: https://www.berkshirehathaway.com

### Approach
Berkshire employs a decentralized management structure and focuses on long-term value investing. The firm utilizes insurance float as a source of capital to invest in businesses with durable advantages and predictable long-term returns. It avoids businesses that undermine the fabric of society, concentrates capital in high-conviction ideas, and maintains discipline to let compounding unfold.

### History
Berkshire Hathaway originated as a textile manufacturer formed in 1955 from the merger of Hathaway Manufacturing Company and Berkshire Fine Spinning Associates. In the mid-1960s, Warren Buffett gained control of the company and transitioned it into a conglomerate, moving capital from textiles into insurance, operating businesses, and investments. Greg Abel succeeded Buffett as CEO at the beginning of 2026.

### Notable positions / campaigns
- Alphabet (2026): Initiated a massive investment in Alphabet, making it the third-largest holding.
- Taylor Morrison Home Corporation (2026): Acquisition of home builder Taylor Morrison Home Corporation.
- OxyChem (2025): Acquisition of industrial chemicals business.
- Bell Laboratories (2025): Acquisition of rodent control business.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001067983"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.