Investment Gurus

Find investors like me →

Explore investment styles, editorial evaluations and disclosed SEC 13F holdings of notable investors.

← All investors

Warren Edward BuffettOracle of Omaha

Berkshire Hathaway

United States

5.0

Warren Edward Buffett — Investment style

Growth8Value

Seeks strong businesses below intrinsic value

Macro9Companies

Prioritizes business moats and cash flows over forecasts

Quantitative7Qualitative

Combines financial metrics with business judgment

Short term9Long term

Holds outstanding companies for decades

Concentrated3Diversified

Concentrates stock bets while diversifying businesses

Aggressive8Conservative

Avoids permanent capital loss and excessive risks

Leveraged8Unleveraged

Avoids heavy debt while using insurance float

Short9Long positions

Strongly prefers long ownership over short selling

Innovative7Traditional

Favors proven moats over speculative technology

Alternative assets8Stocks

Focuses on equities and wholly owned businesses

Style and evaluation scores are subjective HappyStock editorial assessments.

Evaluation scores

Long-term excess returns10/10

Berkshire compounded 19.7% yearly from 1965 to 2025

Performance consistency8/10

Strong long-run record with some severe losing years

Downside protection6/10

Fell 31.8% in 2008 and 48.7% in 1974

Replicability7/10

Clear principles but patience and judgment are scarce

Explosiveness8/10

Berkshire stock surged 129.3% in 1976

Top 3 investment successes

Coca-Cola Long-Term Investment : From 1988 to 1994, Berkshire spent about $1.3 billion acquiring 400 million Coca-Cola shares Buffett valued the brand and pricing power, and the stake paid $704 million in dividends in 2022 alone, showing the impact of long-term compounding
Apple Investment Success : Berkshire began buying Apple in 2016, recognizing customer loyalty and its ecosystem At the end of 2020, a stake acquired for roughly $31.1 billion was valued near $120 billion Berkshire realized substantial gains by selling part of its position in 2024
GEICO Insurance Investment : During 1976–1980, Berkshire invested about $45.7 million for one-third of GEICO, recognizing its low-cost auto insurance advantage In 1996 it paid roughly $2.3 billion to buy the remaining shares, converting GEICO into a wholly owned subsidiary

Top 3 investment setbacks

Dexter Shoe Acquisition Failure : In 1993, Berkshire bought Dexter Shoe with shares worth $433 million Foreign competition later destroyed nearly all of Dexter’s business value Buffett noted in 2014 that the Berkshire shares issued for the purchase had grown to about $5.7 billion, magnifying the opportunity cost
Tesco Delayed Sale : Buffett recognized weakening conditions at British retailer Tesco but sold too slowly Its sales, margins and accounting problems worsened in 2014 Berkshire exited the position and Buffett reported an after-tax investment loss of approximately $444 million
Precision Castparts Overpayment : Buffett overestimated the normalized earnings of aerospace supplier Precision Castparts when Berkshire acquired it in 2016 During the 2020 aviation downturn, Berkshire recognized approximately $9.8 billion in related after-tax impairment charges Buffett explicitly admitted paying too much

Top 10 reported SEC 13F holdings

Quarter ended: 2026-06-30 · Filed: 2026-08-14

#	Top 10 reported SEC 13F holdings	Share of reported 13F value
1	Apple (AAPL)	22%
2	American Express (AXP)	17%
3	The Coca-Cola Company (KO)	11%
4	Alphabet (GOOGL)	9%
5	Bank of America (BAC)	9%
6	Chevron (CVX)	5%
7	Occidental Petroleum (OXY)	4%
8	Chubb (CB)	4%
9	Moody’s (MCO)	4%
10	Alphabet (GOOG)	3%

SEC 13F covers reported positions of an associated investment manager, not the investor’s full current portfolio.