New York, November 11 (Reuters/ PR Newswire ) – Market Updates News Commentary – Investors who follow the stock holdings of Warren Buffett, Bill Ackman, and Michael Burry have identified a key date. According to the schedule published by the U.S. Securities and Exchange Commission ( SEC ), the deadline for the 2026 Q3 13F filing is November 16, Monday. Before these documents are released, the latest 13F reports for the companies related to two of them only cover up to June 30, while the third individual’s filings stop at the end of 2025. Meanwhile, the companies related to these filings have successively announced their financial results over the past two weeks.
Active companies with the latest developments in the market this week include: Berkshire Hathaway ( NYSE : BRK.B ), Apple Inc. ( NASDAQ : AAPL ), Sirius XM Holdings Inc ( NASDAQ : SIRI ), Howard Hughes Holdings Inc ( NYSE : HHH ), and Restaurant Brands International Inc ( NYSE : QSR ).
What does the 13F report show, and what is it missing?
According to the frequently asked questions provided by the staff of SEC regarding Form 13F, each report must be submitted within 45 days after the end of a calendar quarter; if the deadline falls on a weekend or holiday, it will be postponed to the next working day. The 45th day after September 30th is November 14th, which is a Saturday. Therefore, SEC has set the deadline for the third quarter of 2026 as November 16th, a Monday.
The same note also indicates that 13F will list the issuer, security category, number of shares held, and the fair market value as of the end of the calendar quarter, but it does not include short positions. This means that the report due next week will reflect the holdings as of September 30, rather than the actual positions held by any managers on the day of the release of the declaration.
Berkshire discloses its financial results under the new leadership structure
Berkshire Hathaway Inc. ( NYSE : BRK.B ) announced its third-quarter results for 2026 on November 7th and filed its 10-Q report on November 9th. The operating profit was $12.705 billion, lower than the $13.485 billion of a year ago; the company stated that it repurchased approximately $9.6 billion in its own shares during this quarter, bringing the total repurchases for the first nine months to about $14.4 billion. As of September 30th, the insurance float was around $178.5 billion.
This 10-Q certification document was signed by Gregory E and Abel in their roles as President and Chief Executive Officer, respectively. A statement published on Berkshire Hathaway's website on September 18 was titled “Warren E Buffett Becomes Chairman Emeritus, Remains Director; Howard G Buffett Elected Chairman” (Warren E. Buffett becomes Chairman Emeritus and continues to serve as a director; Howard G. Buffett is elected Chairman). The 10-Q report shows that in the first nine months of 2026, the company purchased $41.771 billion worth of stock securities and sold $30.572 billion; as of September 30, there were short-term investments in U.S. Treasury bonds totaling $336.7 billion on the balance sheet under the Insurance and Other sectors.
The latest data on two of Berkshire Hathaway's holdings
Berkshire's 10-Q report listed Apple Inc. (NASDAQ : AAPL) as one of its top five holdings as of September 30, 2026. Berkshire's 13F report as of June 30 showed that it held 227,917,808 shares of Apple stock, the same amount as reported on March 31. On November 2, Apple announced its financial results for the fourth quarter of fiscal year 2026, which ended on September 26, with revenue of $114.5 billion, a year-on-year increase of 12%; diluted earnings per share were $2.10, a year-on-year increase of 14%, including a favorable impact of $0.05 from tariff refunds.
Apple stated in its announcement that it set a record for annual revenue of $479 billion in fiscal year 2026, and returned $28 billion to shareholders this quarter. The Apple Board of Directors also announced a cash dividend of $0.27 per share, with the dividend payment date being November 16, 2026, and the record date for shareholders being at the close of trading on November 12, 2026.
The same report dated June 30 shows that Sirius XM Holdings Inc (. NASDAQ : SIRI) holds 124,807,117 shares, which is the same as on March 31. On October 29, the company announced its third-quarter results for 2026, with revenue of $2.15 billion, a slight decrease year-over-year; the company stated that this was mainly due to the decline in device revenue caused by rising memory costs. Net profit increased by 7% to $317 million, and free cash flow increased by 14% to $293 million.
SiriusXM raised its full-year guidance for 2026 for the second consecutive quarter, increasing each of three key financial indicators by $25 million. The expected revenue is approximately $8.55 billion, and after the adjustment, EBITDA is about $2.65 billion, with free cash flow at around $1.4 billion.
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Akhman's documents point to two operating companies.
According to the third-quarter announcement released on November 2 by Pershing Square Inc, Bill Ackman is the CEO of the company, and L.P is its wholly-owned subsidiary. As of June 30, 2026, Pershing Square Capital Management submitted a 13F filing stating that its holdings had been incorporated into the report of its listed parent company, Pershing Square Inc. This report, submitted on August 14, is Pershing Square Inc's most current 13F document.
The document lists two positions in Howard Hughes Holdings Inc common stock (NYSE : HHH), totaling 27,852,064 shares. Howard Hughes refers to Pershing Square as an affiliated party in its 10-Q report, due to its shareholding and representation on the board of directors. It also states that on June 4th, the company signed a subscription agreement to issue and sell 140,000 shares of Series A preferred stock to an affiliated party of Pershing Square, raising $1 billion. In the third-quarter results for 2026 released on November 5th by Howard Hughes, it was disclosed that the net loss attributable to common stockholders was $1.1 million, whereas the net profit for the same period last year was $119.5 million.
The company stated that total operating assets, including contributions from unconsolidated joint ventures, increased by 8% to $73 million, and announced plans to realize part of its real estate assets through asset sales and joint ventures, shifting its real estate model towards a light-asset real estate development and asset management platform.
The same Pershing Square report also lists Restaurant Brands International Inc. (NYSE : QSR) 25,821,284 shares. The company owns the Tim Hortons, Burger King, Popeyes, and Firehouse Subs brands. On October 29th, the company announced its third-quarter results for 2026, showing a year-over-year increase in system-wide sales of 6.2%, with international business growing by 9.0%; global comparable sales increased by 3.8%, among which the BK U.S. business grew by 8.4%.
The diluted earnings per share from continuing operations were $1.54, higher than $0.96 a year ago; the adjusted diluted earnings per share were $1.10, also higher than $1.03. The company stated that since the beginning of the year, it has returned $1.3 billion in capital to shareholders through dividends and stock repurchases, and still expects to achieve an 8% organic growth in adjusted operating revenue in 2026.
The endpoint recorded in the Berry files
The situation with Scion Asset Management and LLC is different. The most recent 13F report for that company was signed by Michael J and Burry in their capacity as CEO. According to the EDGAR filing index, the latest document submitted was on November 3, 2025, corresponding to the 13F report for the quarter ending September 30, 2025; as of November 10, 2026, there are no later filings in the index. This report reflects the positions held as of September 30, 2025, and therefore does not describe the position holding situation for any date in 2026.
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This article is an independent news commentary. Market Updates is wholly owned and operated by Market Equities Limited (“MEL”). MEL is a company registered under Irish law. MEL has not received any compensation for any of the companies mentioned in this article. MEL and its owners, operators, directors, and related parties currently do not hold any shares in the companies mentioned in this article, but retain the right to buy and sell these shares at any time without prior notice. Position data comes from the 13F reports submitted to SEC for the quarters ending March 31 and June 30, 2026, and only reflects the positions on those dates; company data is from press releases and quarterly reports submitted or provided by each company to SEC, with the filing deadlines based on the 13F guidelines published by SEC staff. This article does not reference intraday or closing market prices. Information is drawn from company press releases and filings, government and industry data, published reports, and third-party data considered reliable, but no guarantee is provided for its accuracy. Securities investment carries risks, including the potential loss of part or all of the investment. This article is governed by Irish law.
