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BERKSHIRE HATHAWAY INC vs Appaloosa LP

Shared holdings, divergences, and sector mix as of latest 13F filings.

Overlap
3.7%
Shared names
Overlap value
$10.7B
Combined exposure
BERKSHIRE HATHAWAY INC AUM
$299.3B
Q2 2026
Appaloosa LP AUM
$7.7B
Q2 2026

Shared holdings

Positions both funds hold

StockBERKSHIRE HATHAWAY INCAppaloosa LPBERKSHIRE HATHAWAY INC %Appaloosa LP %
G
GOOGN
$9.6B$653.7M——
A
AAPL
$1.1B$241.6M——

BERKSHIRE HATHAWAY INC only

Positions unique to this fund

StockValue%
ALLY$58.6M—
GOOGN$23.5B—
AXP$473.5M—
BAC-PS$558.4M—
COF-PN$373.5M—
CVX$9.7B—
KO$78M—
DNP$581K—
DVA$3.1B—
DAL$5.4B—
JEF$21.7M—
KHC$7.7B—
KR$1.5B—
LEN-B$1.1B—
LEN-B$26.4M—
LLYVK$46.3M—
LLYVK$151.8M—
LPX$341.8M—
MGNX$130.2M—
MCO$5.7B—
NVR$75.7M—
NYT$1B—
NUE$413.8M—
OXY-WT$12.9B—
SIRI$3.2B—

Appaloosa LP only

Positions unique to this fund

StockValue%
AMD$114.7M—
BBAAY$192M—
AMZN$1.2B—
AAL$135.5M—
BAIDF$148M—
BRK-A$12.5M—
BA-PA$173.2M—
AVGO$56.7M—
CRWV$107.3M—
ET-PI$30.1M—
META$380.2M—
GT$10M—
ETHA$489.6M—
LRCX$165.7M—
MPLXP$28.3M—
MU$1.1B—
NRG$257.1M—
NVDA$305.1M—
QCOM$46.2M—
SPCX$38.4M—
TSMWF$788M—
UBER$555.2M—
VST$351.4M—
WHR-PA$28.2M—
ASMLF$99.5M—

Sector mix

Portfolio allocation by GICS sector

Sector breakdown unavailable.