Berkshire B shares: 'Biggest breakout in the whole market'

Berkshire Hathaway's Class B shares closed at an all-time high of $300.17 Thursday, and one CNBC Halftime Report trader who's been speaking favorably about the stock this year says that's made him even more bullish. 

Speaking on CNBC around three hours before the close, Josh Brown of Ritholtz Wealth Management said, "I can't believe nobody is talking about this. This is the biggest breakout in the whole market. Berkshire Hathaway B shares printed a record high in late May-early June of this year -- spent the rest of the year consolidating. We are about to close -- if we go out here -- at the highest closing price of all time in Berkshire B shares.

"What's in this? Industrials, financials. Two of the best sectors right now. I would be long here."

In today's trading, the B shares fell a bit more than 2% from that closing high, ending at $293.66. The S&P dropped just 1%.

The A shares also closed at an all-time high yesterday of $454,550. Today they fell 2.5% to close at $443,304.

With both classes up around 4% over the past month as the S&P fell more than 1%, Berkshire has now overtaken the benchmark stock index in the year-to-date horse race by around four percentage points.

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BERKSHIRE STOCK WATCH

BERKSHIRE'S TOP U.S. STOCK HOLDINGS - Dec 17, 2021

Berkshire's top holdings of disclosed publicly-traded U.S. stocks by market value, based on today's closing prices.

Holdings are as of September 30, 2021 as reported in Berkshire Hathaway’s 13F filing on November 15, 2021, except for Apple, Bank of America, and U.S. Bancorp, which also include shares held as of September 30, 2021 as disclosed in New England Asset Management’s 13F filing on August 16, 2021.

In addition to U.S. stocks, shares held as of December 31, 2020 of China's BYD, as listed in Buffett's 2020 letter to shareholders, are included. The price of those shares in U.S. trading is used to approximate the current market value of the position. The value of the stake as a percentage of the company's market value is fixed at what was listed as of December 31, 2020 in the letter.

The full list of holdings and current market values is available from CNBC.com's Berkshire Hathaway Portfolio Tracker.

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-- Alex Crippen, Editor, Warren Buffett Watch