MondegarAI
Berkshire

Q4 2025 · 13F-HR

Berkshireholdings as filed

Filed 2026-02-17 · accession 0001193125-26-054580

$274.16B
Reported value
42
Positions
2025-12-31
Period end
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The Brief · Berkshire · Q4 2025

AI · grounded in 13F

Berkshire established a new position in AAPL valued at $61.96B. The fund also initiated new stakes in AXP for $56.09B and BAC for $28.45B. Additional new positions include KO at $27.96B and CVX at $19.84B. Total assets under management stand at $274.16B across 42 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$61.96B22.6%227,917,808CommonSOLE
025816109AXPAMERICAN EXPRESS CO$56.09B20.5%151,610,700CommonSOLE
060505104BACBANK AMERICA CORP$28.45B10.4%517,295,934CommonSOLE
191216100KOCOCA COLA CO$27.96B10.2%400,000,000CommonSOLE
166764100CVXCHEVRON CORP NEW$19.84B7.24%130,156,362CommonSOLE
615369105MCOMOODYS CORP$12.60B4.60%24,669,778CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$10.89B3.97%264,941,431CommonSOLE
H1467J104CBCHUBB LIMITED$10.69B3.90%34,249,183CommonSOLE
500754106KHCKRAFT HEINZ CO$7.90B2.88%325,634,818CommonSOLE
02079K305GOOGLALPHABET INC$5.59B2.04%17,846,142CommonSOLE
23918K108DVADAVITA INC$3.61B1.32%31,759,065CommonSOLE
501044101KRKROGER CO$3.12B1.14%50,000,000CommonSOLE
92826C839VVISA INC$2.91B1.06%8,297,460CommonSOLE
829933100SIRISIRIUS XM HOLDINGS INC$2.50B0.91%124,807,117CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.28B0.83%3,986,648CommonSOLE
92343E102VRSNVERISIGN INC$2.18B0.80%8,989,880CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.79B0.65%13,000,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.73B0.63%7,150,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.66B0.61%5,039,564CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.40B0.51%3,350,000CommonSOLE
02005N100ALLYALLY FINL INC$1.31B0.48%29,000,000CommonSOLE
G0403H108AONAON PLC$1.27B0.46%3,602,995CommonSOLE
670346105NUENUCOR CORP$1.05B0.38%6,407,749CommonSOLE
530909308LLYVKLIBERTY LIVE HOLDINGS INC$907.9M0.33%10,917,661CommonSOLE
526057104LENLENNAR CORP$724.8M0.26%7,050,950CommonSOLE
73278L105POOLPOOL CORP$702.0M0.26%3,068,885CommonSOLE
023135106AMZNAMAZON COM INC$525.3M0.19%2,276,000CommonSOLE
546347105LPXLOUISIANA PAC CORP$457.5M0.17%5,664,793CommonSOLE
530909100LLYVALIBERTY LIVE HOLDINGS INC$406.4M0.15%4,986,588CommonSOLE
650111107NYTNEW YORK TIMES CO$351.7M0.13%5,065,744CommonSOLE
422806208HEI/AHEICO CORP NEW$326.8M0.12%1,294,612CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$297.4M0.11%3,018,555CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$221.5M0.08%1,060,882CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$152.2M0.06%1,202,410CommonSOLE
G0176J109ALLEALLEGION PLC$124.2M0.05%780,133CommonSOLE
62944T105NVRNVR INC$81.0M0.03%11,112CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$26.9M0.01%433,558CommonSOLE
25243Q205DEODIAGEO PLC$19.6M0.01%227,750CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$17.7M0.01%2,396,665CommonSOLE
526057302LEN/BLENNAR CORP$17.2M0.01%180,980CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$9.6M0.00%1,284,020CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$4.6M0.00%115,428CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.