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Donald Yacktman's Yacktman Asset Management increased its BRK-B position by 269%, from 2.01% to 7.19% of the portfolio.

Now holds 1,161,530 shares worth $581.22M.
Published · Based on SEC filings

High impact
Major add
2026 Q2

Berkshire Hathaway Inc (BRK-B) grew to 7.19% of Donald Yacktman's Yacktman Asset Management portfolio in 2026 Q2, from 2.01%, according to the 13F-HR filed with the SEC on August 11, 2026. The share count rose 269% to 1.16M shares, and the position is worth about $581.2M and ranks 2nd of 74 stocks by weight.

What did the 2026 Q2 filing report for BRK-B?

As of June 30, 2026, from the 13F-HR filed August 11, 2026.

Before After
Shares 315K 1.16M
Shares added +847K (269%)
Reported value $150.9M $581.2M
Portfolio weight 2.01% 7.19%
Rank in portfolio 2nd of 74

How much did Donald Yacktman add to BRK-B?

Donald Yacktman added 847K shares of BRK-B during 2026 Q2, taking the stake from 315K to 1.16M. The reported value of the position rose by about $430.3M, from about $150.9M to about $581.2M.

Where does BRK-B sit in the Donald Yacktman portfolio?

BRK-B ranks 2nd of 74 stock positions in the Donald Yacktman portfolio at 7.19%, above the fund's average stock position of 1%. The largest stock position is CNQ at 8.04%. Next come BRK-B at 7.19% and GOOG at 4.93%. The three largest stocks together are 20.16% of the book. The BRK-B addition was the largest of the quarter's 64 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Donald Yacktman reported 74 stock positions, with 1 opened and 3 closed. The total portfolio value is about $8.1B, up 8% from the prior quarter.

Donald Yacktman buys and sells, 2026 Q2

How long has Donald Yacktman held BRK-B?

Donald Yacktman has held BRK-B since at least the quarter ended June 30, 2013, the start of the filings we track. The current weight is the highest the fund has reported for the name. The share count had been unchanged the quarter before. Every reported trade is on the Donald Yacktman BRK-B trade history page.

Donald Yacktman shares of BRK-B by quarter

Did other funds buy or sell BRK-B in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 11, 2026, 18 hold BRK-B. Of those, 7 added to the position this quarter and 7 trimmed it. The largest buyers of BRK-B this quarter were Duan Yongping, Li Lu and Christopher Bloomstran. The largest sellers were Bill Gates, Thomas Russo and Francois Rochon. Every tracked holder of BRK-B is on the BRK-B ownership page.

FAQ

How many BRK-B shares did Donald Yacktman buy in 2026 Q2?

Donald Yacktman added 847K shares of BRK-B, a 269% increase, to 1.16M shares.

What is the BRK-B position of Donald Yacktman worth now?

The BRK-B position of Donald Yacktman is worth about $581.2M at June 30, 2026 prices, 7.19% of the portfolio.

Is BRK-B a top holding of Donald Yacktman?

BRK-B ranks 2nd of 74 stock positions in the Donald Yacktman portfolio, at 7.19%.

Did other funds add to BRK-B in 2026 Q2?

Among the 18 other tracked funds that hold BRK-B, 7 added to it in 2026 Q2 and 7 trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst