Michael Burry Stock Tracker · @burrytracker9 days ago
Warren Buffett vs. Cathie Wood https://t.co/k14l9fue4g
189 likes · read on X ↗
Warren Buffett
Berkshire Hathaway
The Oracle of Omaha
The most-watched portfolio on Earth, reported every quarter.
$299.3B
reported portfolio
29
positions
Jun 30, 2026
quarter ended
15
moves last filing
Latest moves
AddedGOOG+658%AddedM+142%ExitedCONSTELLATION BRANTrimmedCOF−58%TrimmedNUE−52%AddedGOOGL+45%AddedDAL+44%AddedLEN+30%AddedLEN-B+25%TrimmedKR−22%TrimmedALLY−7%TrimmedBAC−6%TrimmedDVA−4%AddedNYT+4%NewDHI
Share-count changes versus the prior quarter's filing.
What Warren holds
29 listed positions| Ticker | Company | Today | Est. position | Weight | Since disclosed |
|---|---|---|---|---|---|
| AAPL APPLE INC | APPLE INC | $66.0B | 22.0% | +16.2% | |
| AXP AMERICAN EXPRESS CO | AMERICAN EXPRESS CO | $51.3B | 17.1% | −7.9% | |
| KO COCA COLA CO | COCA COLA CO | $32.5B | 10.9% | +8.6% | |
| GOOGL ALPHABET INC | ALPHABET INC | $28.2B | 9.4% | −2.2% | |
| BAC BANK OF AMER CORP | BANK OF AMER CORP | $27.5B | 9.2% | +1.3% | |
| CVX CHEVRON CORPORATION | CHEVRON CORPORATION | $14.0B | 4.7% | +26.4% | |
| OXY OCCIDENTAL PETE CORP | OCCIDENTAL PETE CORP | $12.9B | 4.3% | +21.1% | |
| CB CHUBB LIMITED | CHUBB LIMITED | $11.7B | 3.9% | −0.0% | |
| MCO MOODYS CORP | MOODYS CORP | $11.2B | 3.7% | +3.5% | |
| GOOG ALPHABET INC | ALPHABET INC | $9.6B | 3.2% | −2.5% |
Values as reported on the fund’s SEC Form 13F. "Since disclosed" is the price change from the quarter end to today.
Source: SEC Form 13F-HR · filings on EDGAR ↗
What the trackers are saying
posts on X, last 30 daysMichael Burry Stock Tracker · @burrytracker2 days ago
Breaking: Warren Buffett resigns as Berkshire Hathaway chairman Concluding a historic run started in 1965, driving $BRK.A up over 4,300,000% His son, Howard Buffett, assumes the chairman role while Greg Abel remains CEO https://t.co/mRVt5Iqcin
177 likes · read on X ↗Michael Burry Stock Tracker · @burrytracker8 days ago
Buffett's tracker has outperformed the S&P for 4 years See his holdings or trade alongside: https://t.co/wvkjsrqq2q
41 likes · read on X ↗Michael Burry Stock Tracker · @burrytracker2 days ago
Warren Buffett’s letter of resignation: https://t.co/xDmAuXYlZj
27 likes · read on X ↗Third-party posts, shown as published. Disclosed is not affiliated with these accounts and does not vouch for their claims.
In the news
last 60 days- Berkshire: Warren Buffett Steps Down As Chairman; Higher Rates Turn Cash Pile Into Asset - Seeking AlphaSeeking Alpha · today
- What Does Berkshire Hathaway (BRK.A) Look Like After Warren Buffett Steps Aside? - Yahoo FinanceYahoo Finance · today
- Greg Abel Recently Plowed $4.2 Billion Into Warren Buffett's Favorite Stock, and It Wasn't Apple - The Motley FoolThe Motley Fool · today
- Greg Abel Recently Plowed $4.2 Billion Into Warren Buffett's Favorite Stock, and It Wasn't Apple - The Globe and MailThe Globe and Mail · today
- Berkshire Hathaway's CEO Now Has to Consult Howard Buffett Before Buying Back Stock - The Motley FoolThe Motley Fool · today
- Warren Buffett Is No Longer Berkshire's Chairman. Here’s Why I'm Buying the Stock Anyway. - The Motley FoolThe Motley Fool · today