Berkshire Hathaway

-30,230,150 shares(-5.9%)· ~$53.24 avg

AddGOOGALPHABET INC

+23,603,218 shares(+658.3%)· ~$358.04 avg

ReduceDVA

2026-Q1

-3,671,769 shares(-0.7%)· ~$51.40 avg

ReduceCVXCHEVRON CORP NEW

-45,780,506 shares(-35.2%)· ~$183.23 avg

AddGOOGLALPHABET INC

+36,403,656 shares(+204.0%)· ~$314.74 avg

ReduceDVADAVITA INC

-1,658,480 shares(-5.2%)· ~$135.29 avg

New BuyDALDELTA AIR LINES INC

+39,809,456 shares· ~$66.13 avg

AddNYTNEW YORK TIMES CO

+10,080,791 shares(+199.0%)· ~$75.39 avg

New BuyGOOGALPHABET INC

+3,585,215 shares· ~$314.42 avg

ReduceLLYVKLIBERTY MEDIA CORP DEL

-330,518 shares(-3.0%)· ~$89.87 avg

AddLENLENNAR CORP

+3,048,692 shares(+43.2%)· ~$106.64 avg

ReduceNUENUCOR CORP

-2,500,674 shares(-39.0%)· ~$174.95 avg

ReduceSTZCONSTELLATION BRANDS INC

-12,367,110 shares(-95.1%)· ~$154.03 avg

New BuyMMACYS INC

+3,038,355 shares· ~$19.97 avg

AddLEN-BLENNAR CORP

+56,723 shares(+31.3%)· ~$99.34 avg

SoldVVISA INC

-8,297,460 shares (closed)· ~$321.15 avg

SoldMAMASTERCARD INC

-3,986,648 shares (closed)· ~$527.08 avg

SoldUNHUNITEDHEALTH GROUP INC

-5,039,564 shares (closed)· ~$293.79 avg

SoldDPZDOMINOS PIZZA INC

-3,350,000 shares (closed)

SoldAONAON PLC

-3,602,995 shares (closed)· ~$329.98 avg

SoldPOOLPOOL CORP

-3,068,885 shares (closed)· ~$234.42 avg

SoldAMZNAMAZON COM INC

-2,276,000 shares (closed)· ~$218.25 avg

SoldHEI-AHEICO CORP NEW

-1,294,612 shares (closed)

SoldFWONKLIBERTY MEDIA CORP DEL

-3,018,555 shares (closed)

SoldCHTRCHARTER COMMUNICATIONS INC N

-1,060,882 shares (closed)

SoldLAMRLAMAR ADVERTISING CO NEW

-1,202,410 shares (closed)

SoldALLEALLEGION PLC

-780,133 shares (closed)· ~$159.62 avg

SoldDEODIAGEO P L C

-227,750 shares (closed)

SoldLILALIBERTY LATIN AMERICA LTD

-2,396,665 shares (closed)· ~$5.25 avg

SoldLILAKLIBERTY LATIN AMERICA LTD

-1,284,020 shares (closed)· ~$5.30 avg

SoldBATRKATLANTA BRAVES HLDGS INC

-115,428 shares (closed)

2025-Q4

ReduceAAPLAPPLE INC

-10,294,956 shares(-4.3%)· ~$268.46 avg

-50,774,078 shares(-8.9%)· ~$52.87 avg

AddCVXCHEVRON CORP NEW

+8,091,570 shares(+6.6%)· ~$152.07 avg

AddCBCHUBB LIMITED

+2,916,288 shares(+9.3%)· ~$291.11 avg

ReduceDVADAVITA INC

-401,514 shares(-1.2%)· ~$121.17 avg

ReduceSTZCONSTELLATION BRANDS INC

-400,000 shares(-3.0%)· ~$137.49 avg

AddLAMRLAMAR ADVERTISING CO NEW

+368,055 shares(+12.3%)· ~$417.02 avg

ReduceAONAON PLC

-497,005 shares(-12.1%)· ~$347.39 avg

ReducePOOLPOOL CORP

-390,000 shares(-11.3%)· ~$256.54 avg

ReduceAMZNAMAZON COM INC

-7,724,000 shares(-77.2%)· ~$229.14 avg

New BuyNYTNEW YORK TIMES CO

+5,065,744 shares· ~$62.46 avg

+300 shares(+0.0%)· ~$125.37 avg

ReduceLILALIBERTY LATIN AMERICA LTD

-234,127 shares(-8.9%)· ~$5.52 avg

ReduceBATRKATLANTA BRAVES HLDGS INC

-108,217 shares(-48.4%)· ~$39.52 avg

2025-Q3

ReduceAAPLAPPLE INC

-41,787,236 shares(-14.9%)· ~$226.26 avg

-37,197,363 shares(-6.1%)· ~$48.69 avg

AddCBCHUBB LIMITED

+4,299,111 shares(+15.9%)· ~$274.60 avg

New BuyGOOGLALPHABET INC

+17,846,142 shares· ~$210.11 avg

ReduceDVADAVITA INC

-1,635,962 shares(-4.8%)· ~$136.55 avg

AddSIRISIRIUS XM HOLDINGS INC

+5,030,425 shares(+4.2%)· ~$22.86 avg

ReduceVRSNVERISIGN INC

-4,300,000 shares(-32.4%)· ~$277.80 avg

AddLAMRLAMAR ADVERTISING CO NEW

+348,077 shares(+13.2%)· ~$453.59 avg

AddLENLENNAR CORP

+1,957 shares(+0.0%)· ~$124.82 avg

ReduceNUENUCOR CORP

-206,363 shares(-3.1%)· ~$140.90 avg

+32,603 shares(+2.8%)· ~$123.58 avg

AddLEN-BLENNAR CORP

+50 shares(+0.0%)· ~$118.58 avg

SoldDHID R HORTON INC

-1,485,350 shares (closed)

2025-Q2

ReduceAAPLAPPLE INC

-20,000,000 shares(-6.7%)· ~$200.03 avg

AddSTZCONSTELLATION BRANDS INC

-26,306,156 shares(-4.2%)· ~$41.05 avg

AddCVXCHEVRON CORP NEW

+3,454,258 shares(+2.9%)· ~$141.10 avg

ReduceDVADAVITA INC

-1,345,938 shares(-3.8%)· ~$141.77 avg

+1,391,000 shares(+11.6%)· ~$177.47 avg

New BuyUNHUNITEDHEALTH GROUP INC

+5,039,564 shares· ~$339.24 avg

+13,255 shares(+0.5%)· ~$467.52 avg

AddPOOLPOOL CORP

+1,994,885 shares(+136.3%)· ~$301.40 avg

New BuyNUENUCOR CORP

+6,614,112 shares· ~$116.82 avg

New BuyLENLENNAR CORP

+7,048,993 shares· ~$108.19 avg

-923,377 shares(-46.5%)· ~$381.40 avg

AddHEI-AHEICO CORP NEW

+132,524 shares(+11.4%)· ~$222.62 avg

ReduceFWONKLIBERTY MEDIA CORP DEL

-493,445 shares(-14.1%)· ~$91.73 avg

New BuyDHID R HORTON INC

+1,485,350 shares· ~$122.98 avg

New BuyLAMRLAMAR ADVERTISING CO NEW

+1,169,507 shares· ~$114.95 avg

New BuyALLEALLEGION PLC

+780,133 shares· ~$135.60 avg

AddLEN-BLENNAR CORP

+28,358 shares(+18.6%)· ~$103.34 avg

SoldTMUST-MOBILE US INC

-3,883,145 shares (closed)

2025-Q1

AddSTZCONSTELLATION BRANDS INC

-48,660,056 shares(-7.2%)· ~$44.32 avg

AddOXYOCCIDENTAL PETE CORP

+763,017 shares(+0.3%)· ~$48.73 avg

ReduceDVADAVITA INC

-953,091 shares(-2.6%)· ~$154.39 avg

AddVRSNVERISIGN INC

+18,423 shares(+0.1%)· ~$228.23 avg

AddSIRISIRIUS XM HOLDINGS INC

+2,308,119 shares(+2.0%)· ~$23.63 avg

+6,384,676 shares(+113.5%)· ~$180.15 avg

ReduceCOFCAPITAL ONE FINL CORP

-300,000 shares(-4.0%)· ~$186.64 avg

+238,613 shares(+10.0%)· ~$452.61 avg

ReduceTMUST-MOBILE US INC

-466,855 shares(-10.7%)· ~$246.94 avg

-7,500 shares(-0.4%)· ~$357.82 avg

AddPOOLPOOL CORP

+865,311 shares(+144.5%)· ~$339.98 avg

ReduceFWONKLIBERTY MEDIA CORP DEL

-3,289,360 shares(-48.4%)· ~$92.61 avg

AddHEI-AHEICO CORP NEW

+112,401 shares(+10.7%)· ~$194.98 avg

SoldCCITIGROUP INC

-14,639,502 shares (closed)

SoldNUNU HLDGS LTD

-40,180,168 shares (closed)· ~$11.59 avg

2024-Q4

-117,449,720 shares(-14.7%)· ~$44.15 avg

AddOXYOCCIDENTAL PETE CORP

+8,896,890 shares(+3.5%)· ~$50.45 avg

AddVRSNVERISIGN INC

+455,844 shares(+3.6%)· ~$188.38 avg

AddSIRISIRIUS XM HOLDINGS INC

+12,313,544 shares(+11.7%)· ~$25.40 avg

ReduceCOFCAPITAL ONE FINL CORP

-1,650,000 shares(-18.1%)· ~$174.79 avg

New BuySTZCONSTELLATION BRANDS INC

+5,624,324 shares· ~$236.81 avg

ReduceCCITIGROUP INC

-40,605,295 shares(-73.5%)· ~$67.51 avg

+1,104,744 shares(+86.5%)· ~$434.29 avg

ReduceTMUST-MOBILE US INC

-322,000 shares(-6.9%)· ~$227.38 avg

-830,120 shares(-29.4%)· ~$365.42 avg

ReduceFWONKLIBERTY MEDIA CORP DEL

-921,091 shares(-11.9%)· ~$85.89 avg

ReduceLPXLOUISIANA PAC CORP

-300,000 shares(-5.0%)· ~$108.03 avg

ReduceNUNU HLDGS LTD

-46,258,829 shares(-53.5%)· ~$13.05 avg

AddPOOLPOOL CORP

+194,632 shares(+48.2%)· ~$363.98 avg

SoldVOOVANGUARD INDEX FDS

-43,000 shares (closed)

SoldSPYSPDR S&P 500 ETF Trust

-39,400 shares (closed)· ~$588.38 avg

SoldULTAULTA BEAUTY INC

-24,203 shares (closed)

2024-Q3

AddAAPLAPPLE INC

+296,224,000 shares(+7844.9%)· ~$223.24 avg

AddAXPAMERICAN EXPRESS CO

+150,210,987 shares(+10731.6%)· ~$248.42 avg

AddBACBANK AMER CORP

+787,883,307 shares(+8039.6%)· ~$40.13 avg

AddKOCOCA COLA CO

+399,040,000 shares(+41566.7%)· ~$68.87 avg

AddCVXCHEVRON CORP NEW

+116,672,534 shares(+6020.3%)· ~$148.12 avg

AddMCOMOODYS CORP

+12,046,028 shares(+95.4%)· ~$463.35 avg

AddDVADAVITA INC

+17,582,088 shares(+95.0%)· ~$148.17 avg

AddCCITIGROUP INC

+52,231,797 shares(+1733.5%)· ~$61.68 avg

AddKRKROGER CO

+22,742,740 shares(+83.4%)· ~$53.55 avg

ReduceSIRISIRIUS XM HOLDINGS INC

-27,723,184 shares(-20.9%)· ~$29.69 avg

AddVRSNVERISIGN INC

+4,910,132 shares(+62.1%)· ~$180.51 avg

AddAMZNAMAZON COM INC

+7,724,000 shares(+339.4%)· ~$181.68 avg

AddAONAON PLC

+2,347,806 shares(+134.0%)· ~$324.23 avg

AddCOFCAPITAL ONE FINL CORP

+8,967,369 shares(+6761.1%)· ~$142.50 avg

ReduceNUNU HLDGS LTD

-20,679,787 shares(-19.3%)· ~$13.77 avg

AddALLYALLY FINL INC

+27,725,000 shares(+2174.5%)· ~$38.38 avg