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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rnam ✭☼  😊 😞
Number: of 22351 
Subject: Chris Davis Funds slashed BRK stake
Date: 05/14/24 12:27 AM
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No. of Recommendations: 6
The Berkshire stake is the largest 13F position at ~9.5% of the portfolio. It has been in the portfolio since their first 13F filing in Q1 1999. Recent activity follows. The last two years saw a ~55% reduction at prices between ~$264 and ~$421. The stock is now at ~$411.

seekingalpha.com - Tracking christopher davis davis selected advisers 13f portfolio q1

Chris Davis has been on the BOD of Berkshire for the last 2.5 years, during which time BRK stake slashed to less than half. Though BRK is still the largest stake, this is quite surprising.
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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