H&H International
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 51.81% | 27,572,000 | $3.2B | trimmed−4% | +1.11 pp | 8 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 30.65% | 8,870,176 | $1.9B | added+4% | +1.37 pp | 8 q |
| GOOGAlphabet Inc. Class C | 6.17% | 258,900 | $380M | added+45% | +1.29 pp | 8 q |
| DISThe Walt Disney Company | 4.55% | 2,260,600 | $280M | trimmed−0% | −0.33 pp | 3 q |
| AMZNAmazon.Com Inc | 3.07% | 60,000 | $189M | held | — | 8 q |
| BACBank of America Corporation | 2.22% | 5,689,200 | $137M | added×14.2 | +2.04 pp | 3 q |
| TMToyota Motor Corporation | 0.58% | 267,618 | $35M | held | — | 3 q |
| XOMExxon Mobil Corp | 0.50% | 899,700 | $31M | held | — | 6 q |
| DALDelta Air Lines, Inc. | 0.20% | 400,000 | $12M | trimmed−90% | −2.02 pp | 2 q |
| METAMeta Platforms, Inc. Class A | 0.17% | 40,000 | $10M | trimmed−94% | −2.59 pp | 8 q |
| WFCWells Fargo & Co. | 0.05% | 136,000 | $3M | held | — | 6 q |
| unresolvedGeneral Electric Co | 0.02% | 200,000 | $1M | held | — | 8 q |
| SBUXStarbucks Corp | 0.01% | 10,000 | $859,000 | held | — | 7 q |
| MMM3M Company | — | −119,900 | — | exited | −0.36 pp | — |
| SOGOSogou Inc. | — | −240,000 | — | exited | −0.02 pp | — |
