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Disclosery

New Capital Management LP: BRK-B position timeline

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

New Capital Management LP held 107,130 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,130 shares
    Change vs previous 13F -42 shares

    12.21% of the 13F portfolio, value $53,606,781.

    13F-HR 0001696731-26-000003 filed by New Capital Management LP
    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 107,172 shares
    Change vs previous 13F -437 shares

    12.66% of the 13F portfolio, value $51,356,822.

    13F-HR 0001696731-26-000002 filed by New Capital Management LP
    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 107,609 shares
    Change vs previous 13F -3,772 shares

    13.59% of the 13F portfolio, value $54,089,664.

    13F-HR 0001696731-26-000001 filed by New Capital Management LP
    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 111,381 shares
    Change vs previous 13F -727 shares

    14.67% of the 13F portfolio, value $55,995,684.

    13F-HR 0001696731-25-000007 filed by New Capital Management LP
    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 112,108 shares
    Change vs previous 13F -2,982 shares

    15.2% of the 13F portfolio, value $54,458,703.

    13F-HR 0001696731-25-000006 filed by New Capital Management LP
    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 115,090 shares
    Change vs previous 13F +8,036 shares

    17.59% of the 13F portfolio, value $61,294,632.

    13F-HR 0001696731-25-000005 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 107,054 shares
    Change vs previous 13F -13,997 shares

    14.19% of the 13F portfolio, value $48,525,437.

    13F-HR 0001696731-25-000001 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 121,051 shares
    Change vs previous 13F not available

    15.73% of the 13F portfolio, value $55,715,015.

    13F-HR 0001696731-24-000004 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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