What Warren Buffett Bought in Q1 2026
Berkshire Hathaway · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed
$263.10B
Total Value
29
Holdings
3
New Buys
6
Reduced
In Q1 2026, Warren Buffett reported 29 long equity positions worth $263.10B in their Berkshire Hathaway 13F filing, including 3 new positions (largest: DELTA AIR LINES INC at $2.65B) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 227917808 | $57.84B | 21.99% | — |
| 2 | AXP | AMERICAN EXPRESS CO | 151610700 | $45.86B | 17.43% | — |
| 3 | KO | COCA COLA CO | 400000000 | $30.42B | 11.56% | — |
| 4 | BAC | BANK AMERICA CORP | 513624165 | $25.04B | 9.52% | -0.7% |
| 5 | CVX | CHEVRON CORPORATION | 84375856 | $17.46B | 6.64% | +-35.2% |
| 6 | OXY | OCCIDENTAL PETE CORP | 264941431 | $17.22B | 6.55% | — |
| 7 | GOOGL | ALPHABET INC | 54249798 | $15.60B | 5.93% | +204.0% |
| 8 | CB | CHUBB LTD SWITZ | 34249183 | $11.16B | 4.24% | — |
| 9 | MCO | MOODYS CORP | 24669778 | $10.76B | 4.09% | — |
| 10 | KHC | KRAFT HEINZ CO | 325634818 | $7.32B | 2.78% | — |
| 11 | DVA | DAVITA INC | 30100585 | $4.63B | 1.76% | -5.2% |
| 12 | KR | KROGER CO | 50000000 | $3.62B | 1.38% | — |
| 13 | SIRI | SIRIUSXM HOLDINGS INC | 124807117 | $2.88B | 1.09% | — |
| 14 | DAL | DELTA AIR LINES INC | 39809456 | $2.65B | 1.01% | NEW |
| 15 | VRSN | VERISIGN INC | 8989880 | $2.23B | 0.85% | — |
| 16 | COF | Capital One Financial | 7150000 | $1.30B | 0.50% | — |
| 17 | NYT | NEW YORK TIMES CO MTN BE | 15146535 | $1.27B | 0.48% | 199.0% |
| 18 | ALLY | ALLY FINL INC | 29000000 | $1.14B | 0.43% | — |
| 19 | GOOG | ALPHABET INC | 3585215 | $1.03B | 0.39% | NEW |
| 20 | LLYVK | LIBERTY LIVE HOLDINGS INC | 10587143 | $996.4M | 0.38% | -3.0% |
| 21 | LEN | LENNAR CORP | 10099642 | $877.1M | 0.33% | 43.2% |
| 22 | NUE | NUCOR CORP | 3907075 | $660.7M | 0.25% | -39.0% |
| 23 | LLYVA | LIBERTY LIVE HOLDINGS INC | 4986588 | $457.0M | 0.17% | — |
| 24 | LPX | LOUISIANA PAC CORP | 5664793 | $412.1M | 0.16% | — |
| 25 | STZ | CONSTELLATION BRANDS INC | 632890 | $94.9M | 0.04% | +-95.1% |
| 26 | NVR | NVR INC | 11112 | $73.2M | 0.03% | — |
| 27 | M | MACYS INC | 3038355 | $55.0M | 0.02% | NEW |
| 28 | LEN | LENNAR CORP | 237703 | $20.0M | 0.01% | +31.3% |
| 29 | JEF | JEFFERIES FINANCIAL GROUP IN | 433558 | $17.9M | 0.01% | — |