Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 766,305,462 | reported | 15 Oct 2024 | tx 38+71,507,705−141,080,218 |
| OCCIDENTAL PETROLEUM CORP /DE/ | 264,941,431 | reported | 07 Feb 2025 | tx 56+90,584,845 |
| US BANCORP \DE\ | 149,590,275 | reported | 12 May 2020 | tx 3−497,786 |
| SIRIUS XM HOLDINGS INC. | 124,807,117 | reported | 04 Aug 2025 | tx 10+8,816,066 |
| HP INC | 100,922,113 | reported | 02 Oct 2023 | tx 13+11,133,565−15,416,282 |
| Phillips 66 | 80,689,892 | reported | 15 Sept 2016 | tx 45+11,672,662 |
| DELTA AIR LINES, INC. | 58,900,759 | reported | 02 Apr 2020 | tx 14+6,351,963−12,986,204 |
| SOUTHWEST AIRLINES CO | 51,334,964 | reported | 02 Apr 2020 | tx 6−2,314,249 |
| DAVITA INC. | 30,100,585 | reported | 29 Jan 2026 | tx 97+7,463,178−4,608,480 |
| MOODYS CORP /DE/ | 24,922,178 | reported | 09 May 2013 | tx 25−16,963,670 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 105 buys in history.
4 purchases reported after at least 12 months of silence — most recent on 09 Mar 2022.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 May 2026 | GIFT | BERKSHIRE HATHAWAY INC | 160 | 0.00 USD | |
| 18 May 2026 | CONVERSION | BERKSHIRE HATHAWAY INC | 37,500 | 0.00 USD | |
| 18 May 2026 | GIFT | BERKSHIRE HATHAWAY INC | 18,646 | 0.00 USD | |
| 18 May 2026 | GIFT | BERKSHIRE HATHAWAY INC | 18,646 | 0.00 USD | |
| 18 May 2026 | CONVERSION | BERKSHIRE HATHAWAY INC | 25 | — | deriv |
| 17 Mar 2026 | GIFT | BERKSHIRE HATHAWAY INC | 2 | — | deriv |
| 29 Jan 2026 | SALE | DAVITA INC. | 1,658,480 | 120.56 USD | |
| 10 Nov 2025 | GIFT | BERKSHIRE HATHAWAY INC | 400,000 | 0.00 USD | |
| 10 Nov 2025 | GIFT | BERKSHIRE HATHAWAY INC | 400,000 | 0.00 USD | |
| 10 Nov 2025 | GIFT | BERKSHIRE HATHAWAY INC | 1,500,000 | 0.00 USD | |
| 10 Nov 2025 | CONVERSION | BERKSHIRE HATHAWAY INC | 2,700,000 | 0.00 USD | |
| 10 Nov 2025 | GIFT | BERKSHIRE HATHAWAY INC | 400,000 | 0.00 USD | |
| 10 Nov 2025 | CONVERSION | BERKSHIRE HATHAWAY INC | 1,800 | — | deriv |
| 04 Aug 2025 | PURCHASE | SIRIUS XM HOLDINGS INC. | 1,037,199 | 21.63 USD | |
| 31 Jul 2025 | PURCHASE | SIRIUS XM HOLDINGS INC. | 85,389 | 21.43 USD | |
| 31 Jul 2025 | PURCHASE | SIRIUS XM HOLDINGS INC. | 1,977,837 | 21.04 USD | |
| 01 Aug 2025 | PURCHASE | SIRIUS XM HOLDINGS INC. | 1,930,000 | 21.02 USD | |
| 14 Jul 2025 | GIFT | BERKSHIRE HATHAWAY INC | 30 | 0.00 USD | |
| 30 Jun 2025 | GIFT | BERKSHIRE HATHAWAY INC | 660,366 | 0.00 USD | |
| 30 Jun 2025 | GIFT | BERKSHIRE HATHAWAY INC | 9,433,839 | 0.00 USD | |
| 30 Jun 2025 | GIFT | BERKSHIRE HATHAWAY INC | 943,384 | 0.00 USD | |
| 30 Jun 2025 | GIFT | BERKSHIRE HATHAWAY INC | 660,366 | 0.00 USD | |
| 30 Jun 2025 | GIFT | BERKSHIRE HATHAWAY INC | 660,366 | 0.00 USD | |
| 27 Jun 2025 | CONVERSION | BERKSHIRE HATHAWAY INC | 12,358,500 | 0.00 USD | |
| 27 Jun 2025 | CONVERSION | BERKSHIRE HATHAWAY INC | 8,239 | — | deriv |