WOLF(@WOLF_Financial):BERKSHIRE JUST TRIPLED THEIR GOOGLE POSITION. BUT BACK IN 2019, CHARLIE MUNGER DIDN'T HOLD BACK ABOUT MISSING IT Here's what he said: "I feel like a horse's ass for not identifying Google better. I think Warren feels the same way. We sort of screwed up. We blew it." Munger explained they had clear evidence Google's model was working. Berkshire was paying $10 per click at Geico for ads with near-zero marginal cost. They watched it work and did nothing. "We just sat there sucking our thumbs." He even said Apple was their atonement. Six years later, Berkshire finally listened.

2026.05.16 00:20

BERKSHIRE JUST TRIPLED THEIR GOOGLE POSITION. BUT BACK IN 2019, CHARLIE MUNGER DIDN'T HOLD BACK ABOUT MISSING IT Here's what he said: "I feel like a horse's ass for not identifying Google better. I think Warren feels the same way. We sort of screwed up. We blew it." Munger explained they had clear evidence Google's model was working. Berkshire was paying $10 per click at Geico for ads with near-zero marginal cost. They watched it work and did nothing. "We just sat there sucking our thumbs." He even said Apple was their atonement. Six years later, Berkshire finally listened.

WOLF@WOLF_Financial

2026.05.15 20:15

BERKSHIRE JUST TRIPLED HIS GOOGLE POSITION AND EXITED VISA, MASTERCARD, AND UNITEDHEALTH Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Apple $AAPL: $57.8B 🥈 American Express $AXP: $45.9B 🥉 Coca-Cola $KO: $30.4B 4. Bank of America $BAC: $25.0B 5. Chevron $CVX: $17.5B 6. Occidental Petroleum $OXY: $17.2B 7. Alphabet $GOOGL: $15.6B (+204% shares) 8. Chubb $CB: $11.2B 9. Moody's $MCO: $10.8B 10. Kraft Heinz $KHC: $7.3B New positions: - Delta Air Lines $DAL: $2.65B - Alphabet $GOOG Class C: $1.03B - Macy's $M: $55M Biggest adds: - Google $GOOGL: +204% shares - New York Times $NYT: +199% - Lennar $LEN: +43% - Occidental Petroleum $OXY: +58% value (price) - Lennar $LEN-B: +31% shares Biggest trims: - Constellation Brands $STZ: -95% shares - Nucor $NUE: -39% - Chevron $CVX: -35% Full exits: - Visa $V: $2.91B - Mastercard $MA: $2.28B - UnitedHealth $UNH: $1.66B - Domino's Pizza $DPZ: $1.40B - Aon $AON: $1.27B - Pool Corp $POOL: $702M - Amazon $AMZN: $525M - Heico $HEI-A: $327M - Liberty Media $FWONK: $297M - Charter Communications $CHTR: $221M - Lamar Advertising $LAMR: $152M - Allegion $ALLE: $124M - Diageo $DEO: $20M The rotation: out of payments ($V, $MA), healthcare ($UNH), and consumer discretionary. Into Alphabet at scale, a fresh Delta Airlines bet, and select industrials/homebuilders.

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