价投巨人的肩膀
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BRK.B · 金融

波克夏

Berkshire Hathaway Inc

2026 Q2：19 位巨人持有，综合权重 4.83%，共识排名第 2；本季 4 位买入、6 位卖出。季末价 $500.39（2026-06-30）。

持有人数
19
上季 21 位
综合权重
4.83%
共识排名第 2
季末价
$500.39
2026-06-30
巨人的平均成本估
$195.56
季末价比这个平均高 156%（每位巨人的成本各算一次）

19 位巨人持有

依占投资组合比重排序；点名字看那位巨人的持股历程。

怎么看？

估计平均成本：每次增持的股数 ×（季初价＋季末价）÷ 2 的加权平均；1999 年第一季（或这位巨人最早的电子申报）之前就持有的，从那个季度的季末价起算。13F 看不到实际成交价。

巨人?占投资组合股数（万股）市值（亿美元）首次买入持有季度数?估计平均成本?相对成本本季动向
盖伊·斯皮尔49.5%140.712014 Q447$150.42起算点+233%不变
Norbert Lou42.4%221.092013 Q451$118.87起算点+321%不变
Francis Chou30.5%130.662007 Q475$134.42起算点+272%不变
Christopher Bloomstran25.6%452.272007 Q475$189.47+164%增持
段永平24.2%92346.182018 Q431$384.05起算点+30%不变
Tom Russo18.1%32216.121999 Q1110$76.25起算点+556%减持
李录15.0%1115.552021 Q320$316.16+58%增持
Josh Tarasoff13.0%90.472023 Q411$358.86+39%不变
汤姆·盖纳12.2%32016.012007 Q475$109.53起算点+357%不变
Tweedy, Browne11.9%311.572002 Q198$108.09+363%不变
Wally Weitz9.4%271.362010 Q166$95.86+422%减持
Yacktman7.2%1165.812010 Q265$420.65+19%增持
Ron Muhlenkamp / Jeff Muhlenkamp5.6%40.192019 Q328$215.15+133%不变
Francois Rochon4.4%261.312015 Q146$210.49起算点+138%减持
克里斯·戴维斯4.4%20410.201999 Q1110$125.32起算点+299%减持
Ruane, Cunniff & Goldfarb（红杉基金）3.5%452.281999 Q1110$107.37+366%减持
布鲁斯·伯克维兹3.5%100.522019 Q130$402.42+24%增持
Chuck Akre0.1%10.042010 Q166$105.28+375%减持
普雷姆·沃萨<0.1%<10.012007 Q277$86.98起算点+475%不变

成本地图：19 位中有 19 位的估计成本低于季末价

每一行是一位巨人：圆点是估计平均成本（越大＝占投资组合越重），金色直线是最新季末价。

成本低于季末价（账面浮盈）成本高于季末价（账面浮亏）季末价
成本地图$200$400Tom Russo普雷姆·沃萨Wally WeitzChuck AkreRuane, Cunniff & Goldfarb（红杉基金）Tweedy, Browne汤姆·盖纳Norbert Lou克里斯·戴维斯Francis Chou盖伊·斯皮尔Christopher BloomstranFrancois RochonRon Muhlenkamp / Jeff Muhlenkamp李录Josh Tarasoff段永平布鲁斯·伯克维兹Yacktman成本地图$200$400Tom Russo普雷姆·沃萨Wally WeitzChuck AkreRuane（红杉基金）Tweedy, Browne汤姆·盖纳Norbert Lou克里斯·戴维斯Francis Chou盖伊·斯皮尔C. BloomstranFrancois RochonMuhlenkamp李录Josh Tarasoff段永平布鲁斯·伯克维兹Yacktman

季末价走势（已按拆股调整）

1999 Q1 起，也就是巨人第一次持有的那个季度；悬停看当季持有人数与买卖人数。

怎么看？

价格是 13F 申报的季末市值 ÷ 股数，约等于季末收盘价，不是即时价格；拆股前的价格已换算成今天的股数。

季末价走势$0200400600互联网泡沫破灭金融危机疫情暴跌1999 Q12001 Q42004 Q32007 Q22010 Q12012 Q42015 Q32018 Q22021 Q12026 Q2季末价走势$0200400600互联网泡沫破灭金融危机疫情暴跌1999 Q12006 Q12013 Q12026 Q2

越来越多还是越来越少巨人持有

持有人数

持有人数0102030互联网泡沫破灭金融危机疫情暴跌1999 Q12001 Q42004 Q32007 Q22010 Q12012 Q42015 Q32018 Q22021 Q12026 Q2持有人数0102030互联网泡沫破灭金融危机疫情暴跌1999 Q12006 Q12013 Q12026 Q2

每季度买家与卖家（近 20 个季度）

买入卖出
每季度买家与卖家人数20100102021 Q32022 Q12022 Q32023 Q12023 Q32024 Q12024 Q32025 Q12025 Q32026 Q2每季度买家与卖家人数15105052024 Q32025 Q12025 Q32026 Q2

综合权重（悬停看排名）

综合权重%02468互联网泡沫破灭金融危机疫情暴跌1999 Q12001 Q42004 Q32007 Q22010 Q12012 Q42015 Q32018 Q22021 Q12026 Q2综合权重%02468互联网泡沫破灭金融危机疫情暴跌1999 Q12006 Q12013 Q12026 Q2

持股历程

点开一位巨人：他从什么时候开始持有、哪几季买卖、估计成本怎么变化。表格只列有买卖的季度和最新一季。

怎么看？

图中的价格与成本都换算成今天的股数（已按拆股调整）；表格里是当季实际的数字。估计成交价＝（季初价＋季末价）÷ 2，只代表大致价位。

盖伊·斯皮尔 49.5%·2014 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$100200300400500600疫情暴跌2016 Q32017 Q32018 Q32019 Q32020 Q32021 Q32022 Q32023 Q32024 Q32026 Q2持股历程$100200300400500600疫情暴跌2016 Q32019 Q12021 Q32026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—1449.5%$479.20 → $500.39—$150.42
2025 Q4减持−41448.6%$502.74 → $502.65$502.70$150.26
Norbert Lou 42.4%·2013 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0200400600疫情暴跌2015 Q32016 Q42018 Q12019 Q22020 Q32021 Q42023 Q12024 Q22026 Q2持股历程$0200400600疫情暴跌2015 Q32018 Q22021 Q12026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—2242.4%$479.20 → $500.39—$118.87
2025 Q1减持−312253.4%$453.28 → $532.58$493.39$118.66
2020 Q2减持−35241.2%$182.83 → $178.51$180.08$118.81
2020 Q1减持−15550.3%$226.50 → $182.83$205.55$119.58
Francis Chou 30.5%·2007 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0200,000400,000600,000800,000疫情暴跌2009 Q32011 Q22013 Q12014 Q42016 Q32018 Q22020 Q12022 Q22026 Q2持股历程$0200,000400,000600,000800,000疫情暴跌2009 Q32013 Q32017 Q32026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—1330.5%$479.20 → $500.39—$134.42
2026 Q1增持+<11330.4%$502.65 → $479.20$736,470.00$134.24
2024 Q4减持−11340.8%$460.26 → $453.28$456.69$125.36
2024 Q2增持+21439.6%$420.52 → $406.80$414.17$125.13
2022 Q4减持−31253.0%$267.02 → $308.90$288.39$88.27
2016 Q1减持−232312.0%$132.04 → $141.88$136.68$89.03
2011 Q2增持+17459.4%$83.63 → $77.39$80.45$89.28
Christopher Bloomstran 25.6%·2007 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0200400600疫情暴跌2009 Q32011 Q22013 Q12014 Q42016 Q32018 Q22020 Q12021 Q42023 Q32026 Q2持股历程$0200400600疫情暴跌2009 Q32013 Q42018 Q12026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2增持+34525.6%$479.20 → $500.39$489.79$189.47
2026 Q1增持+<14324.4%$502.65 → $479.20$490.93$170.99
2025 Q3增持+<14226.6%$485.77 → $502.74$494.26$168.01
2025 Q2增持+14228.8%$532.58 → $485.77$509.18$165.24
2025 Q1减持−<14135.5%$453.28 → $532.58$492.93$159.20
2024 Q4减持−14233.9%$460.26 → $453.28$456.77$158.35
2024 Q2增持+14331.3%$420.52 → $406.80$413.66$158.90
2023 Q4减持−<14231.6%$350.30 → $356.66$353.48$152.16
2023 Q3减持−<14335.9%$341.00 → $350.30$345.65$151.71
2023 Q2增持+14334.7%$308.77 → $341.00$324.89$151.52
2023 Q1增持+34232.9%$308.90 → $308.77$308.84$146.38
2022 Q4增持+13932.9%$267.02 → $308.90$287.96$135.46
2022 Q3增持+23831.0%$273.02 → $267.02$270.02$132.27
2022 Q2增持+33629.4%$352.91 → $273.02$312.96$126.75
2022 Q1减持−13329.7%$299.00 → $352.91$325.95$107.88
2021 Q4减持−13431.8%$272.94 → $299.00$285.97$107.40
2021 Q3增持+13530.7%$277.92 → $272.94$275.43$107.52
2021 Q2增持+13330.8%$255.47 → $277.92$266.69$100.55
2020 Q4减持−13333.2%$212.94 → $231.87$222.40$97.64
2020 Q3减持−<13336.5%$178.51 → $212.94$195.72$97.60
2020 Q2增持+13433.9%$182.83 → $178.51$180.67$97.75
2020 Q1增持+23338.0%$226.50 → $182.83$204.67$96.54
2019 Q3增持+13137.4%$213.17 → $208.02$210.59$90.50
2018 Q4减持−<13140.5%$214.11 → $204.18$209.15$87.99
2018 Q2增持+<13136.7%$199.48 → $186.65$193.07$87.67
2018 Q1增持+<13143.1%$198.22 → $199.48$198.85$87.04
2017 Q4减持−<13145.7%$183.32 → $198.22$190.77$86.03
2017 Q1减持−<13138.7%$162.98 → $166.68$164.83$86.02
2016 Q4减持−<13137.8%$144.47 → $162.98$153.73$86.01
2015 Q4减持−<13229.3%$130.40 → $132.04$131.22$85.93
2015 Q3减持−<13229.4%$136.11 → $130.40$133.25$85.86
2014 Q4减持−13331.3%$138.14 → $150.15$144.15$85.61
2014 Q2减持−23425.2%$124.97 → $126.56$125.77$85.50
2013 Q2减持−43623.9%$104.20 → $111.92$108.06$85.04
2013 Q1减持−54024.6%$89.70 → $104.20$96.95$84.63
2012 Q4减持−34525.1%$88.20 → $89.70$88.95$84.25
2012 Q2增持+<14823.7%$81.15 → $83.33$82.24$83.94
2011 Q3增持+64722.9%$77.39 → $71.04$74.21$83.89
2011 Q2增持+54222.1%$83.63 → $77.39$80.51$85.23
2010 Q3减持−<13722.2%$79.69 → $82.68$81.18$85.75
2010 Q1增持+243723.6%$99,200.00 → $81.27$81.27$85.86
段永平 24.2%·2018 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$1002003004005006002020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12026 Q2持股历程$1002003004005006002020 Q32022 Q12023 Q32026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2增持+892324.2%$479.20 → $500.39$489.79$384.05
2026 Q1增持+19791521.9%$502.65 → $479.20$490.93$383.10
2025 Q4增持+19871820.6%$502.74 → $502.65$502.70$353.48
2025 Q3增持+18151917.8%$485.77 → $502.74$494.26$296.43
2025 Q1减持−2433815.0%$453.28 → $532.58$492.93$190.54
2024 Q4减持−1636211.3%$460.26 → $453.28$456.77$190.54
2024 Q3减持−1237810.5%$406.80 → $460.26$433.53$190.54
2024 Q2减持−193909.5%$420.52 → $406.80$413.66$190.54
2024 Q1减持−6540912.1%$356.66 → $420.52$388.59$190.54
2023 Q4减持−2647511.7%$350.30 → $356.66$353.48$190.54
2023 Q3减持−6650113.2%$341.00 → $350.30$345.65$190.54
2023 Q1减持−6156913.2%$308.90 → $308.77$308.84$190.54
2022 Q4减持−1962917.9%$267.02 → $308.90$287.96$190.54
2022 Q3减持−2864918.3%$273.02 → $267.02$270.02$190.54
2022 Q1减持−2967625.3%$299.00 → $352.91$325.95$190.54
2021 Q4减持−4470526.0%$272.94 → $299.00$285.97$190.54
2021 Q3增持+3575026.3%$277.92 → $272.94$275.43$190.54
2021 Q2减持−5671525.1%$255.47 → $277.92$266.69$186.38
2021 Q1减持−12377127.4%$231.87 → $255.47$243.67$186.38
2020 Q4增持+889529.6%$212.94 → $231.87$222.40$186.38
2020 Q3增持+3788730.6%$178.51 → $212.94$195.72$186.07
Tom Russo 18.1%·1999 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0200,000400,000600,000800,000金融危机疫情暴跌2008 Q32010 Q22013 Q32015 Q22017 Q12018 Q42020 Q32022 Q22024 Q12026 Q2持股历程$0200,000400,000600,000800,000金融危机疫情暴跌2008 Q32014 Q22018 Q32026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2减持−732218.1%$479.20 → $500.39$733,495.00$76.25
2026 Q1减持−633018.6%$502.65 → $479.20$736,470.00$76.25
2025 Q4减持−1233618.2%$502.74 → $502.65$754,500.00$76.11
2025 Q3减持−1234718.7%$485.77 → $502.74$741,500.00$76.13
2025 Q2减持−835918.5%$532.58 → $485.77$763,620.80$74.96
2025 Q1减持−4236621.9%$453.28 → $532.58$739,680.80$75.01
2024 Q4减持−3240921.0%$460.26 → $453.28$686,050.00$74.68
2024 Q3减持−1544120.9%$406.80 → $460.26$651,710.50$74.39
2024 Q2减持−1045719.6%$420.52 → $406.80$623,340.50$74.29
2024 Q1减持−5446820.2%$356.66 → $420.52$588,532.51$74.45
2023 Q4减持−1552519.1%$350.30 → $356.66$537,051.01$73.65
2023 Q3减持−753820.6%$341.00 → $350.30$524,643.50$73.82
2023 Q2减持−954718.4%$308.77 → $341.00$491,705.00$73.68
2023 Q1减持−555317.7%$308.90 → $308.77$467,155.48$73.98
2022 Q4减持−2356019.1%$267.02 → $308.90$437,590.54$73.67
2022 Q3减持−958418.9%$273.02 → $267.02$407,710.14$73.46
2022 Q2减持−1158717.9%$352.91 → $273.02$468,935.59$74.32
2022 Q1减持−3159820.3%$299.00 → $352.91$489,791.48$74.31
2021 Q4减持−1863116.8%$272.94 → $299.00$431,020.56$73.78
2021 Q3减持−1864916.3%$277.92 → $272.94$414,989.84$73.88
2021 Q2减持−2266715.7%$255.47 → $277.92$402,151.38$73.82
2021 Q1减持−3069016.1%$231.87 → $255.47$366,758.65$73.65
2020 Q4减持−2971715.1%$212.94 → $231.87$333,907.54$73.86
2020 Q2减持−3374513.5%$182.83 → $178.51$269,649.91$72.58
2020 Q1减持−1977414.3%$226.50 → $182.83$305,795.05$72.90
2019 Q4减持−1779813.9%$208.02 → $226.50$325,710.96$72.59
2019 Q3减持−1881513.2%$213.17 → $208.02$315,091.09$72.63
2019 Q2减持−2383113.5%$200.89 → $213.17$309,782.57$72.88
2019 Q1减持−5585613.4%$204.18 → $200.89$303,607.39$72.74
2018 Q4减持−2791015.4%$214.11 → $204.18$313,000.00$72.51
2018 Q3减持−793614.5%$186.65 → $214.11$301,020.00$72.64
2018 Q2减持−995113.0%$199.48 → $186.65$290,569.82$71.66
2018 Q1增持+595513.3%$198.22 → $199.48$298,349.82$72.06
2017 Q4减持−2295313.0%$183.32 → $198.22$286,169.95$71.31
2017 Q2减持−797812.2%$166.68 → $169.37$252,274.90$71.10
2017 Q1减持−1198212.7%$162.98 → $166.68$246,985.47$71.21
2016 Q4减持−1499213.7%$144.47 → $162.98$230,170.44$71.33
2016 Q1减持−61,01312.1%$132.04 → $141.88$205,625.06$71.06
2015 Q4增持+71,01511.5%$130.40 → $132.04$196,519.98$71.23
2015 Q3减持−61,00511.8%$136.11 → $130.40$200,044.99$70.87
2015 Q2增持+61,01512.1%$144.32 → $136.11$211,175.02$70.29
2014 Q1增持+131,00612.2%$118.56 → $124.97$182,624.97$69.62
2013 Q4增持+2499411.7%$113.51 → $118.56$174,153.70$68.87
2013 Q3增持+1297011.7%$111.92 → $113.51$169,503.69$67.66
2013 Q2增持+1396012.5%$104.20 → $111.92$162,439.70$66.90
2011 Q3增持+2172910.9%$77.39 → $71.04$111,452.51$61.06
2011 Q2增持+2870610.3%$83.63 → $77.39$120,702.54$60.77
2011 Q1增持+1767811.4%$80.11 → $83.63$122,875.02$60.02
2010 Q4增持+1666220.2%$82.68 → $80.11$122,474.99$59.28
2010 Q3增持+664722.5%$79.69 → $82.68$122,250.00$58.67
2010 Q1增持+14463822.9%$99,200.00 → $81.27$110,500.00$58.70
2009 Q4增持+<1<117.3%$101,000.00 → $99,200.00$100,100.00$78,296.77
2009 Q3减持−<1<116.5%$90,000.00 → $101,000.00$95,500.00$77,414.72
2009 Q2增持+<1<117.4%$86,700.00 → $90,000.00$88,350.00$77,414.72
2008 Q4减持−<1<117.3%$130,600.02 → $96,600.00$113,600.01$77,295.02
2008 Q3减持−<1<116.1%$120,750.02 → $130,600.02$125,675.02$77,295.02
李录 15.0%·2021 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$2003004005006002021 Q32022 Q12022 Q32023 Q12023 Q32024 Q12024 Q32025 Q12025 Q32026 Q2持股历程$2003004005006002021 Q32022 Q42024 Q12026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2增持+2111115.0%$479.20 → $500.39$489.79$316.16
2021 Q3新建仓+909011.4%$277.92 → $272.94$275.43$275.43
Josh Tarasoff 13.0%·2023 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$3504004505005502023 Q42024 Q22024 Q42025 Q22025 Q42026 Q2持股历程$3504004505005502023 Q42024 Q32025 Q22026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—913.0%$479.20 → $500.39—$358.86
2026 Q1减持−1913.1%$502.65 → $479.20$491.43$358.36
2025 Q1减持−<11018.5%$453.28 → $532.58$493.39$358.23
2024 Q4减持−<11114.4%$460.26 → $453.28$456.69$357.51
2023 Q4新建仓+111111.9%$350.30 → $356.66$353.00$353.00
汤姆·盖纳 12.2%·2007 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100,000200,000300,000疫情暴跌2009 Q32011 Q12012 Q32014 Q12015 Q32017 Q12018 Q32020 Q22021 Q42026 Q2持股历程$0100,000200,000300,000疫情暴跌2009 Q32013 Q22017 Q12026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—32012.2%$479.20 → $500.39—$109.53
2015 Q1增持+12131411.4%$150.15 → $144.32$221,750.01$108.04
2014 Q4减持−1211937.6%$138.14 → $150.15$144.15$83.50
2014 Q1减持−431312.0%$118.56 → $124.97$182,624.97$86.83
2013 Q3减持−231712.4%$111.92 → $113.51$169,503.69$86.77
2012 Q4增持+332112.1%$88.20 → $89.70$133,379.93$86.94
2012 Q2增持+1231812.4%$81.15 → $83.33$123,422.48$86.77
2012 Q1增持+530711.5%$76.30 → $81.15$78.73$86.86
2011 Q3增持+330213.1%$77.39 → $71.04$74.21$86.98
2010 Q4增持+829913.4%$82.68 → $80.11$81.39$87.08
2010 Q1增持+15729114.9%$99,200.00 → $81.27$81.27$87.36
Tweedy, Browne 11.9%·2002 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0200,000400,000600,000800,000金融危机疫情暴跌2002 Q12004 Q32007 Q12009 Q32012 Q12014 Q32017 Q12019 Q32022 Q12026 Q2持股历程$0200,000400,000600,000800,000金融危机疫情暴跌2002 Q12008 Q22014 Q32026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—3111.9%$479.20 → $500.39—$108.09
2025 Q4减持−<13112.7%$502.74 → $502.65$754,500.00$107.71
2025 Q3减持−23213.8%$485.77 → $502.74$741,500.00$108.26
2025 Q2减持−13314.9%$532.58 → $485.77$763,620.80$107.41
2025 Q1减持−193416.1%$453.28 → $532.58$739,680.80$91.84
2024 Q4减持−465316.1%$460.26 → $453.28$686,050.00$86.91
2024 Q3减持−149921.7%$406.80 → $460.26$651,710.50$83.86
2024 Q2减持−311321.2%$420.52 → $406.80$623,340.50$83.06
2023 Q4减持−111720.4%$350.30 → $356.66$537,051.01$82.78
2023 Q3减持−311822.1%$341.00 → $350.30$524,643.50$83.05
2023 Q2减持−212021.5%$308.77 → $341.00$491,705.00$83.88
2022 Q4减持−2812320.2%$267.02 → $308.90$437,590.54$84.05
2022 Q2减持−814916.6%$352.91 → $273.02$468,935.59$83.30
2022 Q1减持−415717.9%$299.00 → $352.91$489,791.48$86.23
2021 Q3减持−316214.8%$277.92 → $272.94$414,989.84$85.82
2021 Q2减持−1516512.9%$255.47 → $277.92$402,151.38$84.19
2021 Q1减持−118013.4%$231.87 → $255.47$366,758.65$83.93
2020 Q4减持−618013.0%$212.94 → $231.87$333,907.54$84.64
2020 Q3减持−118715.4%$178.51 → $212.94$293,649.91$84.40
2020 Q2增持+518713.4%$182.83 → $178.51$269,649.91$84.70
2020 Q1增持+218215.4%$226.50 → $182.83$305,795.05$82.54
2019 Q4减持−118014.8%$208.02 → $226.50$325,710.96$79.29
2019 Q3增持+218213.4%$213.17 → $208.02$315,091.09$79.37
2019 Q1减持−218011.9%$204.18 → $200.89$303,607.39$77.52
2018 Q4增持+318213.2%$214.11 → $204.18$313,000.00$77.54
2018 Q2减持−418210.5%$199.48 → $186.65$290,569.82$75.15
2018 Q1减持−118411.3%$198.22 → $199.48$298,349.82$75.72
2017 Q4减持−718610.1%$183.32 → $198.22$286,169.95$75.65
2016 Q4增持+81939.8%$144.47 → $162.98$230,170.44$76.55
2016 Q3减持−281868.1%$144.79 → $144.47$216,597.58$73.21
2013 Q2减持−22206.2%$104.20 → $111.92$162,439.70$74.02
2012 Q4增持+482206.0%$88.20 → $89.70$133,379.93$74.48
2012 Q3减持−401736.8%$83.33 → $88.20$128,822.50$71.62
2012 Q2减持−22126.5%$81.15 → $83.33$123,422.48$71.82
2012 Q1增持+132146.3%$76.30 → $81.15$118,327.50$71.70
2011 Q3增持+42025.9%$77.39 → $71.04$111,452.51$70.73
2010 Q2减持−12006.9%$81.27 → $79.69$120,900.00$70.57
2010 Q1增持+1722006.6%$99,200.00 → $81.27$110,500.00$70.89
2007 Q3减持−<1<10.9%$109,475.00 → $118,510.00$113,992.50$73,358.47
2003 Q3增持+<1<10.5%$72,500.00 → $75,000.00$73,750.00$73,358.47
2003 Q2减持−<1<10.5%$63,800.00 → $72,500.00$68,150.00$73,350.00
2002 Q4减持−<1<10.5%$73,900.02 → $72,750.13$73,325.07$73,350.00
2002 Q1新建仓+<1<10.3%$75,600.00 → $71,100.00$73,350.00$73,350.00
Wally Weitz 9.4%·2010 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100,000200,000300,000400,000疫情暴跌2010 Q12011 Q42013 Q32015 Q22017 Q12018 Q42020 Q32022 Q22024 Q12026 Q2持股历程$0100,000200,000300,000400,000疫情暴跌2010 Q12014 Q22018 Q32026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2减持−1279.4%$479.20 → $500.39$489.79$95.86
2026 Q1减持−1289.3%$502.65 → $479.20$490.93$95.86
2025 Q1减持−4298.1%$453.28 → $532.58$492.93$95.86
2024 Q2减持−<1326.9%$420.52 → $406.80$413.66$95.86
2024 Q1减持−3337.0%$356.66 → $420.52$388.59$95.86
2023 Q4减持−1356.7%$350.30 → $356.66$353.48$95.86
2023 Q3减持−1367.0%$341.00 → $350.30$345.65$95.86
2023 Q1减持−1376.7%$308.90 → $308.77$308.84$95.86
2022 Q4减持−2386.7%$267.02 → $308.90$287.96$95.86
2022 Q3减持−1406.4%$273.02 → $267.02$270.02$95.86
2022 Q2减持−2415.9%$352.91 → $273.02$312.96$95.86
2022 Q1减持−7446.9%$299.00 → $352.91$325.95$95.86
2021 Q2减持−6516.0%$255.47 → $277.92$266.69$95.86
2021 Q1减持−90576.5%$231.87 → $255.47$243.67$95.86
2020 Q4减持−914614.6%$212.94 → $231.87$333,907.54$129.35
2020 Q3减持−815515.6%$178.51 → $212.94$293,649.91$127.38
2020 Q1减持−116215.8%$226.50 → $182.83$305,795.05$126.48
2019 Q1减持−616413.8%$204.18 → $200.89$303,607.39$125.30
2018 Q4减持−716916.1%$214.11 → $204.18$209.15$124.32
2018 Q3减持−2117615.6%$186.65 → $214.11$200.38$123.58
2018 Q1增持+2519817.1%$198.22 → $199.48$198.85$120.39
2017 Q3减持−217313.4%$169.37 → $183.32$176.34$108.33
2017 Q2减持−217513.1%$166.68 → $169.37$168.02$108.37
2017 Q1减持−717712.4%$162.98 → $166.68$164.83$108.46
2016 Q4减持−2418412.2%$144.47 → $162.98$153.73$107.98
2016 Q3减持−1320811.5%$144.79 → $144.47$144.63$106.77
2016 Q2减持−822112.0%$141.88 → $144.79$143.33$107.79
2016 Q1减持−123011.6%$132.04 → $141.88$136.96$107.64
2015 Q4减持−523110.5%$130.40 → $132.04$131.22$107.71
2015 Q3增持+112369.6%$136.11 → $130.40$133.25$107.71
2015 Q2增持+22268.7%$144.32 → $136.11$140.21$106.31
2015 Q1增持+702248.8%$150.15 → $144.32$147.23$105.94
2014 Q4增持+21546.5%$138.14 → $150.15$144.15$87.24
2014 Q3增持+41526.2%$126.56 → $138.14$132.35$86.67
2014 Q2增持+151495.7%$124.97 → $126.56$125.77$85.54
2014 Q1增持+111335.3%$118.56 → $124.97$121.76$80.91
2013 Q3增持+11225.2%$111.92 → $113.51$112.71$77.21
2013 Q2减持−121215.5%$104.20 → $111.92$108.06$76.82
2013 Q1减持−71325.7%$89.70 → $104.20$96.95$77.09
2012 Q3减持−11395.7%$83.33 → $88.20$85.77$77.19
2012 Q1增持+131414.9%$76.30 → $81.15$78.73$77.23
2011 Q4减持−341284.5%$71.04 → $76.30$73.67$76.59
2011 Q3增持+311625.6%$77.39 → $71.04$74.21$77.26
2011 Q2增持+141314.5%$83.63 → $77.39$80.51$78.00
2011 Q1减持−71174.5%$80.11 → $83.63$81.87$77.71
2010 Q4减持−51244.8%$82.68 → $80.11$81.39$77.83
2010 Q3减持−111295.3%$79.69 → $82.68$81.18$76.56
2010 Q2减持−871406.1%$81.27 → $79.69$80.48$76.90
2010 Q1增持+17422710.0%$99,200.00 → $81.27$81.27$76.97
Yacktman 7.2%·2010 Q2 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100,000200,000300,000疫情暴跌2010 Q22012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22026 Q2持股历程$0100,000200,000300,000疫情暴跌2010 Q22014 Q32018 Q42026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2增持+851167.2%$479.20 → $500.39$489.79$420.65
2026 Q1增持+<1312.0%$502.65 → $479.20$490.93$234.80
2025 Q4减持−1312.2%$502.74 → $502.65$502.70$233.21
2025 Q3减持−3322.2%$485.77 → $502.74$494.26$233.21
2025 Q2减持−5352.3%$532.58 → $485.77$509.18$228.72
2025 Q1减持−10402.8%$453.28 → $532.58$492.93$229.01
2024 Q4减持−11492.6%$460.26 → $453.28$456.77$229.80
2024 Q3减持−10612.9%$406.80 → $460.26$433.53$230.24
2024 Q2增持+1712.7%$420.52 → $406.80$413.66$230.22
2024 Q1减持−1702.6%$356.66 → $420.52$388.59$227.71
2023 Q4减持−1712.3%$350.30 → $356.66$353.48$227.68
2023 Q3减持−4712.5%$341.00 → $350.30$345.65$227.74
2023 Q1减持−1762.3%$308.90 → $308.77$308.84$224.23
2022 Q4减持−1772.4%$267.02 → $308.90$287.96$223.25
2022 Q2减持−1782.2%$352.91 → $273.02$312.96$222.26
2022 Q1减持−3792.5%$299.00 → $352.91$325.95$221.31
2021 Q4增持+1822.2%$272.94 → $299.00$285.97$221.35
2021 Q3减持−1812.1%$277.92 → $272.94$275.43$220.63
2021 Q2减持−9822.2%$255.47 → $277.92$266.69$220.73
2021 Q1增持+62912.4%$231.87 → $255.47$243.67$220.64
2020 Q4减持−<1290.8%$212.94 → $231.87$222.40$168.79
2020 Q3增持+7290.9%$178.51 → $212.94$195.72$168.90
2020 Q1减持−<1220.7%$226.50 → $182.83$204.67$161.03
2019 Q4增持+<1230.6%$208.02 → $226.50$217.26$160.89
2019 Q3增持+<1220.6%$213.17 → $208.02$210.59$159.11
2019 Q2增持+<1220.6%$200.89 → $213.17$207.03$158.59
2019 Q1增持+<1220.5%$204.18 → $200.89$202.53$157.68
2018 Q4增持+6220.6%$214.11 → $204.18$209.15$157.32
2018 Q3增持+2160.4%$186.65 → $214.11$200.38$139.71
2018 Q2增持+7140.3%$199.48 → $186.65$193.07$130.48
2016 Q3增持+<170.1%$144.79 → $144.47$216,597.58$64.72
2016 Q2增持+<170.1%$141.88 → $144.79$215,212.63$64.07
2016 Q1增持+170.1%$132.04 → $141.88$205,625.06$62.60
2014 Q4减持−<16<0.1%$138.14 → $150.15$216,450.02$54.43
2013 Q1减持−156<0.1%$89.70 → $104.20$145,169.66$55.00
2012 Q4减持−2210.1%$88.20 → $89.70$133,379.93$52.35
2012 Q2减持−1230.1%$81.15 → $83.33$123,422.48$52.13
2012 Q1减持−<1230.1%$76.30 → $81.15$118,327.50$51.89
2011 Q4减持−<1240.1%$71.04 → $76.30$110,777.54$51.87
2011 Q2增持+2240.2%$83.63 → $77.39$120,702.54$52.27
2011 Q1减持−<1220.2%$80.11 → $83.63$122,875.02$49.68
2010 Q3减持−3230.4%$79.69 → $82.68$122,250.00$49.39
2010 Q2增持+3260.6%$81.27 → $79.69$120,900.00$49.48
Ron Muhlenkamp / Jeff Muhlenkamp 5.6%·2019 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$2003004005006002022 Q12022 Q22022 Q32022 Q42025 Q12025 Q22025 Q32025 Q42026 Q12026 Q2持股历程$2003004005006002022 Q12022 Q42025 Q32026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—45.6%$479.20 → $500.39—$215.15
2025 Q2增持+<145.8%$532.58 → $485.77$509.18$215.15
2022 Q3增持+<144.5%$273.02 → $267.02$270.02$210.87
Francois Rochon 4.4%·2015 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$100200300400500600疫情暴跌2016 Q42017 Q42018 Q42019 Q42020 Q42021 Q42022 Q42023 Q42024 Q42026 Q2持股历程$100200300400500600疫情暴跌2016 Q42019 Q22021 Q42026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2减持−13264.4%$479.20 → $500.39$489.79$210.49
2026 Q1减持−13406.9%$502.65 → $479.20$490.93$209.39
2025 Q4减持−<1528.8%$502.74 → $502.65$502.70$208.26
2025 Q2增持+1538.8%$532.58 → $485.77$509.18$208.23
2025 Q1增持+<15210.2%$453.28 → $532.58$492.93$203.34
2024 Q4增持+2528.6%$460.26 → $453.28$456.77$200.79
2024 Q3增持+<1508.7%$406.80 → $460.26$433.53$191.71
2024 Q2增持+<1508.5%$420.52 → $406.80$413.66$189.33
2024 Q1减持−<1498.4%$356.66 → $420.52$388.59$187.27
2023 Q4增持+1498.3%$350.30 → $356.66$353.48$187.23
2023 Q2增持+3488.7%$308.77 → $341.00$324.89$182.17
2023 Q1减持−2468.5%$308.90 → $308.77$308.84$174.35
2022 Q3增持+1478.6%$273.02 → $267.02$270.02$173.92
2022 Q2增持+2478.4%$352.91 → $273.02$312.96$172.95
2022 Q1减持−12459.0%$299.00 → $352.91$325.95$166.79
2021 Q4减持−19579.0%$272.94 → $299.00$285.97$166.68
2021 Q3增持+17612.4%$277.92 → $272.94$275.43$166.59
2021 Q2增持+37512.6%$255.47 → $277.92$266.69$164.88
2021 Q1增持+27212.3%$231.87 → $255.47$243.67$160.61
2020 Q4增持+27012.5%$212.94 → $231.87$222.40$158.81
2020 Q3减持−176913.4%$178.51 → $212.94$195.72$157.31
2020 Q2增持+28515.1%$182.83 → $178.51$180.67$157.09
2020 Q1减持−68419.4%$226.50 → $182.83$204.67$156.59
2019 Q4增持+29018.3%$208.02 → $226.50$217.26$156.57
2019 Q3增持+18818.2%$213.17 → $208.02$210.59$155.20
2019 Q2增持+38718.7%$200.89 → $213.17$207.03$154.79
2019 Q1增持+28419.3%$204.18 → $200.89$202.53$152.77
2018 Q4减持−<18121.9%$214.11 → $204.18$209.15$151.29
2018 Q3增持+58219.8%$186.65 → $214.11$200.38$151.29
2018 Q2增持+27718.6%$199.48 → $186.65$193.07$148.01
2018 Q1增持+27419.9%$198.22 → $199.48$198.85$146.69
2017 Q4增持+17219.6%$183.32 → $198.22$190.77$145.00
2017 Q3增持+27119.1%$169.37 → $183.32$176.34$144.45
2017 Q2增持+26918.9%$166.68 → $169.37$168.02$143.49
2017 Q1增持+16818.7%$162.98 → $166.68$164.83$142.93
2016 Q4增持+<16618.3%$144.47 → $162.98$153.73$142.49
克里斯·戴维斯 4.4%·1999 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0200,000400,000600,000800,000疫情暴跌2016 Q22017 Q32018 Q42020 Q12021 Q22022 Q32023 Q42025 Q12026 Q2持股历程$0200,000400,000600,000800,000疫情暴跌2016 Q22019 Q12021 Q42026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2减持−92044.4%$479.20 → $500.39$733,495.00$125.32
2026 Q1减持−22134.7%$502.65 → $479.20$736,470.00$123.52
2025 Q4增持+122164.9%$502.74 → $502.65$754,500.00$120.87
2025 Q3减持−122035.3%$485.77 → $502.74$741,500.00$80.07
2025 Q2减持−862155.6%$532.58 → $485.77$763,620.80$79.80
2025 Q1减持−83019.3%$453.28 → $532.58$739,680.80$78.26
2024 Q4减持−83098.2%$460.26 → $453.28$686,050.00$78.49
2024 Q3减持−383188.2%$406.80 → $460.26$651,710.50$78.67
2024 Q2减持−33578.4%$420.52 → $406.80$623,340.50$78.17
2024 Q1减持−343608.5%$356.66 → $420.52$588,532.51$77.94
2023 Q4减持−163968.0%$350.30 → $356.66$537,051.01$80.09
2023 Q3减持−84119.0%$341.00 → $350.30$524,643.50$79.92
2023 Q2减持−64198.7%$308.77 → $341.00$491,705.00$79.83
2023 Q1减持−144238.6%$308.90 → $308.77$467,155.48$80.36
2022 Q4减持−214389.2%$267.02 → $308.90$437,590.54$79.86
2022 Q3减持−124618.7%$273.02 → $267.02$407,710.14$79.91
2022 Q2减持−244678.2%$352.91 → $273.02$468,935.59$81.10
2022 Q1减持−224918.8%$299.00 → $352.91$489,791.48$81.09
2021 Q4减持−35157.1%$272.94 → $299.00$431,020.56$81.13
2021 Q3减持−55196.5%$277.92 → $272.94$414,989.84$81.28
2021 Q1减持−165265.9%$231.87 → $255.47$366,758.65$80.88
2020 Q4减持−155396.0%$212.94 → $231.87$333,907.54$80.49
2020 Q3减持−225546.6%$178.51 → $212.94$293,649.91$80.43
2020 Q2增持+55755.9%$182.83 → $178.51$269,649.91$80.40
2020 Q1减持−545687.0%$226.50 → $182.83$305,795.05$78.86
2019 Q4减持−206266.8%$208.02 → $226.50$325,710.96$77.94
2019 Q3减持−196466.8%$213.17 → $208.02$315,091.09$77.77
2019 Q2减持−126637.0%$200.89 → $213.17$309,782.57$77.90
2019 Q1减持−256776.7%$204.18 → $200.89$303,607.39$77.77
2018 Q4减持−67038.0%$214.11 → $204.18$313,000.00$77.86
2018 Q3减持−527106.5%$186.65 → $214.11$301,020.00$78.29
2018 Q2减持−137686.1%$199.48 → $186.65$290,569.82$77.08
2018 Q1减持−197776.7%$198.22 → $199.48$298,349.82$77.35
2017 Q4减持−57976.7%$183.32 → $198.22$286,169.95$75.88
2017 Q3增持+68016.2%$169.37 → $183.32$264,719.81$75.34
2017 Q2减持−127975.9%$166.68 → $169.37$252,274.90$74.41
2017 Q1减持−158075.8%$162.98 → $166.68$246,985.47$74.48
2016 Q4减持−508215.9%$144.47 → $162.98$230,170.44$74.58
2016 Q3减持−158715.5%$144.79 → $144.47$216,597.58$74.43
2016 Q2减持−98865.7%$141.88 → $144.79$215,212.63$74.47
Ruane, Cunniff & Goldfarb（红杉基金） 3.5%·1999 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0200,000400,000600,000疫情暴跌2009 Q22011 Q22013 Q12015 Q22017 Q12018 Q42020 Q32022 Q22024 Q12026 Q2持股历程$0200,000400,000600,000疫情暴跌2009 Q22013 Q42018 Q32026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2减持−2453.5%$479.20 → $500.39$489.79$107.37
2026 Q1减持−1483.8%$502.65 → $479.20$490.93$106.72
2025 Q4减持−1493.8%$502.74 → $502.65$502.70$106.19
2025 Q3减持−<1504.1%$485.77 → $502.74$494.26$106.27
2025 Q2减持−2504.2%$532.58 → $485.77$509.18$106.50
2025 Q1减持−1535.1%$453.28 → $532.58$492.93$105.76
2024 Q4减持−10544.1%$460.26 → $453.28$456.77$106.27
2024 Q3减持−1644.6%$406.80 → $460.26$433.53$109.03
2024 Q2减持−3654.1%$420.52 → $406.80$413.66$108.64
2024 Q1减持−3684.4%$356.66 → $420.52$388.59$107.68
2023 Q4减持−2714.1%$350.30 → $356.66$353.48$105.48
2023 Q3减持−2734.2%$341.00 → $350.30$345.65$105.98
2023 Q2减持−1754.1%$308.77 → $341.00$324.89$106.22
2023 Q1减持−3773.9%$308.90 → $308.77$308.84$105.70
2022 Q4减持−3793.8%$267.02 → $308.90$287.96$105.53
2022 Q3减持−1833.3%$273.02 → $267.02$270.02$104.83
2022 Q2减持−53833.0%$352.91 → $273.02$312.96$101.39
2022 Q1减持−41374.7%$299.00 → $352.91$489,791.48$82.56
2021 Q4减持−171413.6%$272.94 → $299.00$431,020.56$81.96
2021 Q3减持−171583.9%$277.92 → $272.94$414,989.84$72.97
2021 Q2减持−81754.3%$255.47 → $277.92$402,151.38$75.84
2021 Q1减持−711844.4%$231.87 → $255.47$366,758.65$75.29
2020 Q4减持−62546.3%$212.94 → $231.87$333,907.54$79.82
2020 Q3减持−52606.6%$178.51 → $212.94$293,649.91$80.26
2020 Q2减持−382656.3%$182.83 → $178.51$269,649.91$80.19
2020 Q1减持−1273018.8%$226.50 → $182.83$305,795.05$81.16
2019 Q4减持−3843012.1%$208.02 → $226.50$325,710.96$75.30
2019 Q3减持−746912.8%$213.17 → $208.02$315,091.09$71.10
2019 Q2减持−747413.6%$200.89 → $213.17$309,782.57$71.22
2019 Q1减持−444829.9%$204.18 → $200.89$303,607.39$71.27
2018 Q4减持−4152611.8%$214.11 → $204.18$313,000.00$71.53
2018 Q3减持−1856611.1%$186.65 → $214.11$301,020.00$65.72
2018 Q2减持−525899.8%$199.48 → $186.65$290,569.82$65.28
2018 Q1减持−11963611.5%$198.22 → $199.48$298,349.82$61.82
2017 Q4减持−2875612.3%$183.32 → $198.22$286,169.95$63.54
2017 Q3增持+1078312.6%$169.37 → $183.32$264,719.81$63.55
2017 Q2减持−12177412.1%$166.68 → $169.37$252,274.90$60.45
2017 Q1减持−22389314.0%$162.98 → $166.68$246,985.47$61.43
2016 Q4减持−2211,11517.1%$144.47 → $162.98$230,170.44$62.89
2016 Q3减持−1561,33518.1%$144.79 → $144.47$216,597.58$62.10
2016 Q2减持−2681,49320.6%$141.88 → $144.79$215,212.63$61.28
2016 Q1减持−1111,76519.5%$132.04 → $141.88$205,625.06$59.89
2015 Q4减持−301,87114.1%$130.40 → $132.04$196,519.98$59.85
2014 Q3减持−262,02314.8%$126.56 → $138.14$198,400.39$58.79
2014 Q2减持−182,05113.8%$124.97 → $126.56$188,625.35$58.21
2013 Q2减持−122,08215.0%$104.20 → $111.92$162,439.70$57.46
2012 Q3增持+992,09614.1%$83.33 → $88.20$128,822.50$57.10
2012 Q2增持+221,99113.5%$81.15 → $83.33$123,422.48$55.83
2012 Q1增持+701,97312.4%$76.30 → $81.15$118,327.50$55.45
2011 Q4增持+1241,90512.6%$71.04 → $76.30$110,777.54$54.54
2011 Q3增持+521,78013.0%$77.39 → $71.04$111,452.51$53.23
2011 Q2增持+1091,71812.1%$83.63 → $77.39$120,702.54$52.71
2011 Q1减持−181,60712.8%$80.11 → $83.63$122,875.02$50.89
2010 Q2减持−4261,65316.2%$81.27 → $79.69$120,900.00$50.48
2010 Q1减持−7212,06921.4%$99,200.00 → $81.27$110,500.00$50.53
2009 Q3减持−<1224.4%$90,000.00 → $101,000.00$95,500.00$71,400.00
2009 Q2减持−<1225.5%$86,700.00 → $90,000.00$88,350.00$71,400.00
布鲁斯·伯克维兹 3.5%·2019 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$100200300400500600疫情暴跌2019 Q12019 Q42020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12026 Q2持股历程$100200300400500600疫情暴跌2019 Q12021 Q12023 Q12026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2增持+5103.5%$479.20 → $500.39$489.79$402.42
2026 Q1增持+<151.7%$502.65 → $479.20$490.93$319.15
2025 Q4减持−<151.7%$502.74 → $502.65$502.70$305.45
2024 Q4减持−<151.9%$460.26 → $453.28$456.77$305.50
2024 Q2增持+<151.5%$420.52 → $406.80$413.66$305.58
2024 Q1减持−751.4%$356.66 → $420.52$388.59$303.43
2023 Q4增持+7122.8%$350.30 → $356.66$353.48$305.68
2023 Q3减持−151.3%$341.00 → $350.30$345.65$240.80
2023 Q2增持+171.7%$308.77 → $341.00$324.89$241.21
2023 Q1减持−<161.6%$308.90 → $308.77$308.84$232.54
2022 Q4减持−461.6%$267.02 → $308.90$287.96$232.56
2022 Q3增持+5102.6%$273.02 → $267.02$270.02$233.03
2021 Q4减持−<151.0%$272.94 → $299.00$285.97$198.02
2021 Q1减持−151.1%$231.87 → $255.47$243.67$198.02
2020 Q4减持−2661.1%$212.94 → $231.87$222.40$198.14
2020 Q3减持−13210.4%$178.51 → $212.94$195.72$198.51
2020 Q2增持+8339.7%$182.83 → $178.51$180.67$198.52
2020 Q1增持+23248.7%$226.50 → $182.83$204.67$204.52
2019 Q4减持−<120.7%$208.02 → $226.50$217.26$202.53
2019 Q3减持−<120.7%$213.17 → $208.02$210.59$202.53
2019 Q2减持−1120.8%$200.89 → $213.17$207.03$202.53
2019 Q1新建仓+13135.6%$204.18 → $200.89$202.53$202.53
Chuck Akre 0.1%·2010 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$050,000100,000150,000疫情暴跌2010 Q12011 Q42013 Q32015 Q22017 Q12018 Q42020 Q32022 Q22024 Q12026 Q2持股历程$050,000100,000150,000疫情暴跌2010 Q12014 Q22018 Q32026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2减持−<110.1%$479.20 → $500.39$489.79$105.28
2026 Q1减持−<110.1%$502.65 → $479.20$490.93$105.28
2025 Q4减持−<110.1%$502.74 → $502.65$502.70$105.28
2025 Q2减持−<110.1%$532.58 → $485.77$509.18$105.28
2025 Q1减持−<120.1%$453.28 → $532.58$492.93$105.28
2024 Q3减持−<120.1%$406.80 → $460.26$433.53$105.28
2024 Q2减持−<120.1%$420.52 → $406.80$413.66$105.28
2023 Q4减持−<12<0.1%$350.30 → $356.66$353.48$105.28
2022 Q2增持+<12<0.1%$352.91 → $273.02$312.96$105.28
2022 Q1减持−<12<0.1%$299.00 → $352.91$325.95$96.42
2021 Q3减持−<12<0.1%$277.92 → $272.94$275.43$96.42
2021 Q1减持−12<0.1%$231.87 → $255.47$243.67$96.42
2020 Q3减持−32<0.1%$178.51 → $212.94$195.72$91.09
2020 Q2减持−<150.1%$182.83 → $178.51$180.67$94.03
2020 Q1减持−3050.1%$226.50 → $182.83$204.67$94.12
2017 Q3减持−10350.9%$169.37 → $183.32$176.34$91.54
2017 Q2增持+1451.3%$166.68 → $169.37$168.02$92.61
2017 Q1减持−1451.2%$162.98 → $166.68$164.83$91.52
2016 Q2减持−<1461.3%$141.88 → $144.79$143.33$90.56
2015 Q4减持−3461.4%$130.40 → $132.04$131.22$90.59
2015 Q3增持+11491.5%$136.11 → $130.40$133.25$90.75
2015 Q2增持+<1381.2%$144.32 → $136.11$140.21$78.14
2015 Q1减持−<1381.4%$150.15 → $144.32$147.23$74.44
2014 Q4减持−1381.5%$138.14 → $150.15$144.15$74.26
2014 Q3减持−<1391.5%$126.56 → $138.14$132.35$74.32
2013 Q2减持−1392.0%$104.20 → $111.92$108.06$72.59
2012 Q4减持−1402.5%$88.20 → $89.70$88.95$72.81
2012 Q3减持−<1402.8%$83.33 → $88.20$85.77$72.78
2012 Q2增持+10412.7%$81.15 → $83.33$82.24$72.89
2012 Q1减持−<1312.5%$76.30 → $81.15$78.73$69.82
2011 Q4增持+10313.7%$71.04 → $76.30$73.67$69.64
2011 Q3增持+2212.9%$77.39 → $71.04$74.21$66.78
2011 Q1减持−1193.2%$80.11 → $83.63$122,875.02$65.73
2010 Q4增持+<1203.4%$82.68 → $80.11$122,474.99$64.23
2010 Q3减持−<1204.2%$79.69 → $82.68$122,250.00$63.77
2010 Q2减持−1204.6%$81.27 → $79.69$120,900.00$63.86
2010 Q1增持+7215.2%$99,200.00 → $81.27$110,500.00$64.13
普雷姆·沃萨 <0.1%·2007 Q2 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100,000200,000300,000疫情暴跌2009 Q12010 Q42012 Q32014 Q22016 Q12017 Q42019 Q32021 Q22023 Q12026 Q2持股历程$0100,000200,000300,000疫情暴跌2009 Q12013 Q32018 Q12026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—<1<0.1%$479.20 → $500.39—$86.98
2018 Q2减持−1<1<0.1%$199.48 → $186.65$290,569.82$86.14
2018 Q1减持−110.1%$198.22 → $199.48$198.85$89.15
2017 Q4减持−120.3%$183.32 → $198.22$286,169.95$88.01
2017 Q2增持+<120.4%$166.68 → $169.37$168.02$88.38
2017 Q1减持−<120.3%$162.98 → $166.68$164.83$83.29
2016 Q4减持−<120.3%$144.47 → $162.98$153.73$83.83
2016 Q1减持−<130.4%$132.04 → $141.88$136.96$84.45
2015 Q4减持−<130.3%$130.40 → $132.04$131.22$84.72
2015 Q1减持−<130.3%$150.15 → $144.32$147.23$84.75
2014 Q1增持+<130.3%$118.56 → $124.97$121.76$85.31
2013 Q2增持+<130.1%$104.20 → $111.92$108.06$81.08
2012 Q4增持+130.1%$88.20 → $89.70$88.95$80.34
2012 Q2增持+<120.1%$81.15 → $83.33$82.24$76.38
2012 Q1增持+120.1%$76.30 → $81.15$78.73$76.13
2011 Q4减持−11<0.1%$71.04 → $76.30$110,777.54$73.02
2011 Q1增持+<120.1%$80.11 → $83.63$81.87$77.73
2010 Q1增持+11<0.1%$99,200.00 → $81.27$110,500.00$76.48

最近 8 季清仓的巨人