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Claret Asset Management Corp: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claret Asset Management Corp on BRK-B, newest first. How the timeline and the estimate are built.

Claret Asset Management Corp held 94,564 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,564 shares
    Change vs previous 13F -772 shares

    5.1% of the 13F portfolio, value $47,319,000.

    13F-HR 0001735513-26-000003 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 95,336 shares
    Change vs previous 13F -970 shares

    5.46% of the 13F portfolio, value $45,685,000.

    13F-HR 0001735513-26-000002 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 96,306 shares
    Change vs previous 13F +413 shares

    5.62% of the 13F portfolio, value $48,408,000.

    13F-HR 0001735513-26-000001 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 95,893 shares
    Change vs previous 13F +374 shares

    5.74% of the 13F portfolio, value $48,209,000.

    13F-HR 0001735513-25-000006 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 95,519 shares
    Change vs previous 13F -143 shares

    6.01% of the 13F portfolio, value $46,400,000.

    13F-HR 0001735513-25-000004 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 95,662 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $50,948,000.

    13F-HR 0001735513-25-000003 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).