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BERKSHIRE HATHAWAY INC vs BAUPOST GROUP LLC/MA

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

Overlap
2.0%
Shared names
Overlap value
$9.6B
Combined exposure
BERKSHIRE HATHAWAY INC AUM
$299.3B
Q2 2026
BAUPOST GROUP LLC/MA AUM
$5.4B
Q2 2026

Shared holdings

Positions both funds hold

StockBERKSHIRE HATHAWAY INCBAUPOST GROUP LLC/MABERKSHIRE HATHAWAY INC %BAUPOST GROUP LLC/MA %
$9.6B$484.7M——

BERKSHIRE HATHAWAY INC only

Positions unique to this fund

StockValue%
ALLY$58.6M—
GOOGN$23.5B—
AXP$473.5M—
AAPL$1.1B—
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—

BAUPOST GROUP LLC/MA only

Positions unique to this fund

StockValue%
AMZN$892.3M—
COLD$107.4M—
ELV$493.1M—
CME$136.7M—
EXP$119.4M—
FERG$344.3M—
GDHLF$113.2M—
GPC$332.3M—
MOH$144.9M—
PS$12.9M—
QSR$489.6M—
TFX$178.6M—
UNP$322.4M—
V$240.6M—
WCC$229M—
AON$227.9M—
AXTA$43.6M—
HLF$121.8M—
LBTYK$94M—
NCLH$163.2M—

Sector mix

Portfolio allocation by GICS sector

Sector breakdown unavailable.