VOL. I · NO. 119 · standardpoorly.comWED · JUL 29 · 2026FORWARD HORIZON · 1 d / 1 wk / 1 mo / 3 mo
STANDARD Poorly
"All the correlations that are barely fit to print"
REAL DATA — current positions and QoQ flow are from real SEC EDGAR 13F filings. Vs-SPY performance scoring isn't built for this data yet.
Almanac variant pending — disclosed-trade pages render in Terminal skin only today (the dense data shape doesn't translate cleanly into newspaper layout yet).
SP·//STANDARD POORLY · TERMINAL · /disclosed/13f/berkshire-hathawayreal · SEC EDGAR 13F[●] LIVEEDGAR FEED · PTR SYNC 0:4828·MAY·2026 · 22:36 ETtier ALMANACK→ skin
scope · 13F filer
BERKSHIRE HATHAWAY
Warren Buffett · 29 pos
panels
[O]overview
[H]holdings29
[Q]qoq flow4
[B]copy-the-fund$
[D]all 13f filers[L]clusters
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HEDGE FUND · 100-500B AUM
Berkshire Hathaway Inc
headline principal: Warren Buffett · 4 quarterly 13Fs on file
latest filing: 2026-03-31
reported value
$83.4B
positions
29
new this Q
3
Q[ 2026-03-31 · what changed ]
◆ FLOW VIEW
NEW BUILDS
DAL$2.6B · 1.0% port
GOOG$1.0B · 0.4% port
M$30.1M · 0.0% port
ADDED
CVX+2905.8pp → 4.6%
GOOGL+131.3pp → 4.5%
NYT+275.0pp → 0.4%
LEN+43.2pp → 0.3%
LENB+31.3pp → 0.0%
TRIMMED / CLOSED
NUE-39.0pp → 0.3%
LLYVK-0.4pp → 0.1%
STZ-95.1pp → 0.0%
UNHclosed
AMZNclosed
net: 3 new · 5 added · 3 trimmed · 16 closed · book turnover this quarter 42%
H[ current positions · free ]
29 POSITIONS · 3 NEW
ticker$ value% portΔ qoqcompany
OXY$17.2B6.5%+0.0ppOCCIDENTAL PETE CORP
CVX$12.1B4.6%+2905.8ppCHEVRON CORPORATION
GOOGL$11.9B4.5%+131.3ppALPHABET INC
CB$11.2B4.2%+0.0ppCHUBB LTD SWITZ
KHC$7.3B2.8%+0.0ppKRAFT HEINZ CO
MCO$5.5B2.1%+0.0ppMOODYS CORP
DAL$2.6B1.0%NEWDELTA AIR LINES INC
SIRI$2.5B1.0%+0.0ppSIRIUSXM HOLDINGS INC
DVA$2.3B0.9%+0.0ppDAVITA INC
VRSN$2.0B0.8%+0.0ppVERISIGN INC
KR$2.0B0.7%+0.0ppKROGER CO
NYT$1.2B0.4%+275.0ppNEW YORK TIMES CO MTN BE
GOOG$1.0B0.4%NEWALPHABET INC
AAPL$958.3M0.4%+0.0ppAPPLE INC
LEN$877.1M0.3%+43.2ppLENNAR CORP
NUE$660.7M0.3%-39.0ppNUCOR CORP
BAC$477.8M0.2%+0.0ppBANK AMERICA CORP
AXP$423.4M0.2%+0.0ppAMERICAN EXPRESS CO
COF$389.9M0.1%+0.0ppCAPITAL ONE FINL CORP
LPX$316.1M0.1%+0.0ppLOUISIANA PAC CORP
LLYVK$135.3M0.1%-0.4ppLIBERTY LIVE HOLDINGS INC
STZ$94.9M0.0%-95.1ppCONSTELLATION BRANDS INC
NVR$73.2M0.0%+0.0ppNVR INC
KO$73.0M0.0%+0.0ppCOCA COLA CO
ALLY$50.0M0.0%+0.0ppALLY FINL INC
Q[ qoq flow history · last 4q · free ]
2026-03-31+3 new GOOG · DAL · M-16 closed LILA · CHTR · MA
2025-12-31+4 new LLYVA · LLYVK · FWONK-3 closed LLYVKXXXX · LLYVA · FWONKXXXX
2025-09-30+38 new ALLY · GOOGL · AMZN-1 closed DHI
2025-03-31+4 new DHI · LEN · LENB-0 closed
B[ copy-the-fund · 13f alerts ]
TRADER 🔒
Mirror QoQ moves with publication lag; push alerts within 5 min of the next EDGAR filing.
> what this is not
Vs-SPY performance and tipping detection are planned but not built yet for 13F data. Every position row is sourced from the fund's public SEC EDGAR 13F-HR filing.
legend buy/up sell/down tipping 13F fundQ qoqH holdingsK skinESC back