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BERKSHIRE HATHAWAY INC vs Third Point LLC

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

Overlap
2.9%
Shared names
Overlap value
$23.9B
Combined exposure
BERKSHIRE HATHAWAY INC AUM
$299.3B
Q2 2026
Third Point LLC AUM
$4.7B
Q2 2026

Shared holdings

Positions both funds hold

StockBERKSHIRE HATHAWAY INCThird Point LLCBERKSHIRE HATHAWAY INC %Third Point LLC %
G
GOOGN
$23.5B$366.3M——
C
COF-PN
$373.5M$165.5M——

BERKSHIRE HATHAWAY INC only

Positions unique to this fund

StockValue%
ALLY$58.6M—
GOOGN$9.6B—
AXP$473.5M—
AAPL$1.1B—
BAC-PS$558.4M—
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—

Third Point LLC only

Positions unique to this fund

StockValue%
APG$121.3M—
GOOGN$66.2M—
GOOGN$10.1M—
AMZN$417.1M—
APLD$821K—
ARES-PB$41.7M—
AUROW$7M—
AUROW$587K—
BLCO$1.4M—
SRTA$26.4M—
CRS$132.6M—
CORZR$1.4M—
DHR$102.9M—
EROC$1.2M—
FLYX-WT$2M—
FLYX-WT$77K—
HTZWW$4.3M—
HUT$151.8M—
KEYS$204.8M—
LAR$612K—
LYV$207.8M—
MTZ$120.7M—
NSC$188.8M—
PFGC$75.5M—
SPY$28.8M—

Sector mix

Portfolio allocation by GICS sector

Sector breakdown unavailable.