🧙♂️
Warren Buffett
Berkshire Hathaway Inc. • Value Investing & Capital Allocation Fortress
⚡ 89.2
Portfolio Moat Score™
Tracked Capital
$300B+ Equities / $276B Cash Pile
Investment Style
Value Investing & Capital Allocation Fortress
Disclosed Positions
6 Core Picks
🏛️ Institutional 13F Strategy & Thesis
Berkshire Hathaway preserves an unprecedented $276B cash buffer while holding non-replicable commercial franchises with permanent pricing power.
📋 High-Conviction Holdings & Recent Transactions
| Ticker | Company | Action | Portfolio Weight | Conviction | Filing Rationale / Notes |
|---|---|---|---|---|---|
| OXY | Occidental Petroleum | COMPRA | 9.8% | Standard Position | Continued accumulation of Permian Basin low-cost acreage. Berkshire stake exceeds 29%. |
| SIRI | Sirius XM Holdings | COMPRA | 3.8% | Standard Position | Massive accumulation following Liberty Media tracking stock merger completion. |
| ULTA | Ulta Beauty | COMPRA | 2.1% | Standard Position | New position in specialty beauty retail monopoly with 95% loyalty program retention. |
| HEI | HEICO Corporation | COMPRA | 1.6% | Standard Position | FAA-certified aerospace replacement parts replacement monopoly with 80%+ gross margins. |
| BAC | Bank of America | VENTA | 4.2% | Standard Position | Methodical trim reducing stake toward the 10% SEC regulatory filing threshold. |
| AAPL | Apple Inc. | VENTA | 30.0% | 🔥 HIGH CONVICTION | Rebalancing high-multiple valuation (34x PER) into high-yielding Treasury Bills. |