BRK-B
Outperforming without a clear catalyst yet
- BRK-B +0.69% on the last session vs SPY −0.29%: +1.0 pts of stock-specific move.
- Aftermath, 52-week high ($529.96 today so far, above its 52-week closing high of $529.42): After its 14 new 52-week highs in the past 5 years, BRK-B was higher a day later 6 times out of 14; half the outcomes fell between -0.4% and +0.5%. History, not a forecast.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.6× its 20-day average.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 24, 2026 | Maria Elvira Salazar | House | Sell | $1K–$15K | Oct 7 |
| Aug 7, 2026 | Maria Elvira Salazar | House | Buy | $1K–$15K | Sep 9 |
| Jul 30, 2026 | Richard Dean McCormick | House | Buy | $1K–$15K | Aug 14 |
| Jul 28, 2026 | Maria Elvira Salazar | House | Buy | $15K–$50K | Aug 7 |
| Jul 28, 2026 | Maria Elvira Salazar | House | Buy | $1K–$15K | Aug 7 |
| Jun 23, 2026 | Jerry Moran, | Senate | Buy | $15K–$50K | Jul 21 |
| May 27, 2026 | Jerry Moran, | Senate | Buy | $1K–$15K | Jun 25 |
| May 4, 2026 | Josh Gottheimer | House | Sell | $1K–$15K | Jun 3 |
| May 4, 2026 | Josh Gottheimer | House | Sell | $1K–$15K | Jun 3 |
| Mar 31, 2026 | Tina Smith | Senate | Sell | $100K–$250K | Apr 2 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $50K–$100K | Jul 21 |
| Mar 25, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Mar 16, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Mar 16, 2026 | Mark Alford | House | Sell | $1K–$15K | Mar 31 |
| Mar 13, 2026 | August Lee Pfluger | House | Buy | $15K–$50K | Apr 15 |
| Feb 10, 2026 | Christian D. Menefee | House | Sell | $15K–$50K | Jun 1 |
| Feb 10, 2026 | Christian D. Menefee | House | Sell | $15K–$50K | Jun 1 |
| Feb 10, 2026 | Christian D. Menefee | House | Sell | $1K–$15K | Jun 1 |
| Jan 27, 2026 | Tina Smith | Senate | Sell | $100K–$250K | Jan 30 |
| Dec 24, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Nov 19, 2025 | Rob Bresnahan | House | Sell | $50K–$100K | Dec 19 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Nov 5, 2025 | Richard Dean McCormick | House | Buy | $1K–$15K | Dec 9 |
| Nov 3, 2025 | Markwayne Mullin | Senate | Sell | $15K–$50K | Nov 21 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 24, 2025 | Marjorie Taylor Greene | House | Buy | $1K–$15K | Oct 28 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Oct 14, 2025 | Eleanor Holmes Norton | House | Sell | $15K–$50K | Oct 21 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
| Sep 23, 2025 | Jerry Moran, | Senate | Buy | $1K–$15K | Oct 27 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Gates Foundation Trust (Bill Gates) | 14,689,844 | $7.4B | 21.4% | -14% | Q2 2026 |
| Himalaya Capital (Li Lu) | 1,108,318 | $554.6M | 15.0% | +23% | Q2 2026 |
| Soros Fund Management (George Soros) | 133,277 | $66.7M | 1.1% | — | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Himalaya Capital (Li Lu) | Added | 13F, Q2 2026 | 210,569 | $105.4M | 15.0% | Aug 14 |
| May 15, 2026 | Soros Fund Management (George Soros) | New stake | 13F, Q1 2026 | 133,277 | $63.9M | 1.2% | May 15 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves