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Berkshire Hathaway Inc

BRK-B

Berkshire Hathaway Inc

Berkshire Hathaway Inc historical holders

total: 35

Himalaya Capital Management Berkshire Hathaway Inc transactions over time

Total transactions:
1
New positions:
1
Held since:
2021 Q3
Held for:
19 quarters
Latest activity:
2021 Q3
Li Lu has been an institutional investor in Berkshire Hathaway Inc (BRK-B) since 2021 Q3. According to 2026 Q1 report, Li Lu holds 897,749 shares with a market value of roughly $430.20M representing 13.44% of their equity portfolio. The fund/company first acquired BRK-B in 2021 Q3, initially purchasing 897,749 shares.

Does Li Lu still hold BRK-B?

Yes, Li Lu continues to hold Berkshire Hathaway Inc (BRK-B). According to their 2026 Q1 report, they maintain a position of 897,749 shares valued at approximately $430.20M, representing 13.44% of their equity portfolio.

When did Li Lu first invest in BRK-B?

Li Lu first invested in Berkshire Hathaway Inc (BRK-B) in 2021 Q3 at the reported quarter-end price of $272.94 per share, acquiring 897,749 shares in their initial purchase.

What is Li Lu's average cost basis for BRK-B?

Based on historical transaction data, Li Lu's estimated cost basis for Berkshire Hathaway Inc (BRK-B) is approximately $272.94 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$272.94

BRK-B transactions history by Himalaya Capital Management

1 result
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2021 Q3
11.41%
897,749
$272.94
$245,032,000
new
+11.41%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.