Berkshire Hathaway Inc.
CH ˙ SWX
SecurityCH:BRK / Berkshire Hathaway Inc.
InstitutionSunpointe, LLC
Latest Disclosed Ownership2,973 shares
Latest Disclosed Value $ 1,424,662
Sunpointe, LLC reports 3.66% increase in ownership of BRK / Berkshire Hathaway Inc.

On April 21, 2026 - Sunpointe, LLC filed a 13F-HR form disclosing ownership of 2,973 shares of Berkshire Hathaway Inc. (CH:BRK) valued at $1,424,662 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,868 shares of Berkshire Hathaway Inc.. This represents a change in shares of 3.66% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,973 105 3.66 1,425 -1.18 0.4667
2026-01-23 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,868 -147 -4.88 1,442 -4.88 0.4780
2025-11-12 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,015 -44 -1.44 1,516 1.95 0.5473
2025-07-09 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,059 836 37.61 1,486 25.51 0.5897
2025-05-07 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,223 -374 -14.40 1,184 0.59 0.6310
2025-02-03 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,597 324 14.25 1,177 12.52 0.5916
2024-10-16 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,273 151 7.12 1,046 21.21 0.8602
2024-07-22 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,122 217 11.39 863 7.74 0.5615
2024-04-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,905 135 7.63 801 26.94 0.8904
2024-02-20 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,770 1,770 631 0.8015
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.