BERKSHIRE HATHAWAY INC

OMAHA, NE Billionaires Group How do I update this listing?

Also known as:

  • WARREN BUFFETT
  • NBH INC
  • Warren Buffett

Berkshire Hathaway, run by legendary billionaire investor Warren Buffett, is a holding company engaged in a number of diverse business activities. Buffett is regarded as the ultimate value investor following the Benjamin Graham approach to finding value. Berkshire's 13F holdings are often held for years and even decades at a time. With low turnover and high conviction top holdings, Berkshire's portfolio is a popular investment model for backtesting and copying. Berkshire Hathaway has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 149 13F filings, 23 13D filings, 104 13G filings, and 18 Form 4 filings Their last reported 13F filing for Q3 2017 included $177,678,767,000 in managed 13F securities and a top 10 holdings concentration of 79.47%. Berkshire Hathaway's largest holding is Wells Fargo & Co. (New) with shares held of 464,232,268.

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Equal-WT
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66

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09/30/2017

13F Activity

  • Market Value $177.679 Billion
  • Prior Market Value $162.144 Billion
  • New Purchases1 stock
  • Additional Purchases3 stocks
  • Sold out of1 stock
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 79.47 %
  • Turnover % [1]:4.26%
  • Turnover Alt % [2]: 10.14 %
  • Time Held Top20:22.85 quarters
  • Time Held Top10:27.40 quarters
  • Time Held All:26.26 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2017

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Last updated on 2017-11-28

Performance for Q3 2017: 3.55%
Performance Last 4 Quarters: 13.14%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
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Form 4 - Non-derivative Insider Transactions Since 09/30/2017

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WhaleScore history for BERKSHIRE HATHAWAY INC

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