Berkshire Hathaway’s Equity Portfolio as of 11-14-2018

Berkshire Hathaway filed it’s 13-F a little while ago. When Todd Combs and Ted Weschler joined Berkshire I was excited if for no othe reason than the 13-Fs would get more interesting. But I think it is fair to say that Warren has been the big surprise in recent history with his Apple spending spree. The ballpark value of Berkshire’s APPL position is 10% of its market cap. Below is pie chart of BRK’s public equity positions with a value of 1 billion or greater.

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