{"data":{"pack":{"id":"13f-copycat-multi-manager-2026-03-31:view:overlap:berkshire-hathaway+pershing-square+duquesne-family-office","version":"multi-manager-2026-03-31-v0.6","generatedAt":"2026-07-23T00:30:17.303Z","asOf":"2026-05-15","methodologyVersion":"13f-ethos-live-v0.6"},"release":{"releaseId":"5b33ccb7a447770d7dbf2b582b2dd0c77ab662e8ad6cae4ff5f4e36dba315d63","artifactSetId":"1fa383126c9bf88241685acf3645b32473fad40f1338750289c4012f86051a16","publishedAt":"2026-07-23T00:30:50.346Z","generatedAt":"2026-07-23T00:30:17.720Z","channel":"private-alpha","productionReady":true,"status":"ok","consumable":true},"integrity":{"schema":"PackArtifact","valid":true,"artifactSha256":"06dc9a1e599b3a915abd45a3ec9387e1828b6fba75da80a2fd4ad85156fd65f3"},"view":{"mode":"overlap","managerIds":["berkshire-hathaway","pershing-square","duquesne-family-office"],"managerCount":3,"derivedFromId":"13f-copycat-multi-manager-2026-03-31","description":"Berkshire Hathaway, Pershing Square Capital Management, and Duquesne Family Office 13F view showing only tickers touched by two or more selected managers with source records, ethos scoring, and policy checks recalculated for this selection."},"methodology":{"version":"13f-ethos-live-v0.6","selectedEthos":["intelligent-investor","moat-builder","disruption-thesis"],"intendedUse":"Give an agent clean multi-manager 13F changes, source records, ethos scores, and policy checks before it drafts any action.","excludedUses":["Real-time holdings","Personalized trade advice","Automatic copy trading"]},"provenance":{"sourceSummary":{"sourceType":"SEC_13F","sample":false,"description":"Berkshire Hathaway, Pershing Square Capital Management, and Duquesne Family Office 13F view showing only tickers touched by two or more selected managers with source records, ethos scoring, and policy checks recalculated for this selection.","filingCount":6,"sourceUrls":["https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml","https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/50240.xml","https://www.sec.gov/Archives/edgar/data/1336528/000117266126002336/infotable.xml","https://www.sec.gov/Archives/edgar/data/1336528/000117266126001091/infotable.xml","https://www.sec.gov/Archives/edgar/data/1536411/000153641126000004/form13f_20260331.xml","https://www.sec.gov/Archives/edgar/data/1536411/000153641126000002/form13f_20251231.xml"],"freshnessNotes":["Latest filing dates: Berkshire Hathaway 2026-05-15; Pershing Square Capital Management 2026-05-15; Duquesne Family Office 2026-05-15","Report quarter/date: 2026-03-31","13F filings can lag quarter-end by up to 45 days."],"limitations":["Derived manager-selection view from multi-manager-2026-03-31-v0.6; no separate JSON artifact is generated for this combination.","Read-only research artifact. No execution, custody, or personalized advice.","Multi-manager rows aggregate manager-level 13F changes by ticker; individual filing records remain attached as source IDs.","CUSIP-to-ticker mapping resolved through openfigi-v3:114.","Fundamental context uses SEC Company Facts data (sec-company-facts-normalized-v2:54, sec-research-context-rubric-v1:49, 13f-implied-valuation-v1:77).","Longitudinal manager features use 11 common observed report dates from 2023-09-30; 30 listed put/call row(s) were preserved in source data but excluded from equity signals.","Delayed quarter-end 13F value/share proxies are available for 65 ticker(s), not applicable to valuation ratios for 12 unsupported security structure(s), and blocked by identity/unit gates for 0 ticker(s); they are not live or backtest prices.","All selected raw change candidates mapped to tickers."]},"inputs":[{"id":"0001193125-26-226661","type":"13F-HR","cik":"1067983","managerName":"Berkshire Hathaway","accessionNumber":"0001193125-26-226661","filedAt":"2026-05-15","reportQuarter":"2026-03-31","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml"},{"id":"0001193125-26-054580","type":"13F-HR","cik":"1067983","managerName":"Berkshire Hathaway","accessionNumber":"0001193125-26-054580","filedAt":"2026-02-17","reportQuarter":"2025-12-31","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/50240.xml"},{"id":"0001172661-26-002336","type":"13F-HR","cik":"1336528","managerName":"Pershing Square Capital Management","accessionNumber":"0001172661-26-002336","filedAt":"2026-05-15","reportQuarter":"2026-03-31","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1336528/000117266126002336/infotable.xml"},{"id":"0001172661-26-001091","type":"13F-HR","cik":"1336528","managerName":"Pershing Square Capital Management","accessionNumber":"0001172661-26-001091","filedAt":"2026-02-17","reportQuarter":"2025-12-31","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1336528/000117266126001091/infotable.xml"},{"id":"0001536411-26-000004","type":"13F-HR","cik":"1536411","managerName":"Duquesne Family Office","accessionNumber":"0001536411-26-000004","filedAt":"2026-05-15","reportQuarter":"2026-03-31","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1536411/000153641126000004/form13f_20260331.xml"},{"id":"0001536411-26-000002","type":"13F-HR","cik":"1536411","managerName":"Duquesne Family Office","accessionNumber":"0001536411-26-000002","filedAt":"2026-02-17","reportQuarter":"2025-12-31","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1536411/000153641126000002/form13f_20251231.xml"}]},"inventory":{"managerCount":3,"changeCount":5,"scoreCount":15,"auditEventCount":7},"policy":{"executionEnabled":false,"humanApprovalRequired":true,"status":"warn","checks":[{"id":"execution-disabled","label":"Execution","status":"pass","message":"SignalPack does not execute trades or connect to broker accounts."},{"id":"human-approval-required","label":"Human approval","status":"pass","message":"Any downstream order draft must be approved outside SignalPack."},{"id":"max-position-weight","label":"Max position","status":"pass","message":"No surfaced position exceeds the 12% policy cap."},{"id":"source-coverage","label":"Source coverage","status":"pass","message":"Every surfaced change has at least one source record."},{"id":"ethos-evidence-coverage","label":"Lens evidence coverage","status":"warn","message":"5 lens outcomes are pending across 5 tickers and 1 lens; missing evidence is not counted as a failure."},{"id":"ethos-failure-count","label":"Ethos failures","status":"pass","message":"No surfaced change fails too many selected ethos lenses."}],"blockedReasons":[]},"events":[{"id":"audit-sec-ingestion-loaded","at":"2026-07-23T00:30:17.303Z","type":"source_ingested","message":"Loaded SEC ingestion proof generated at 2026-07-23T00:30:06.623Z for Berkshire Hathaway, Pershing Square Capital Management, and Duquesne Family Office.","metadata":{"source":"SEC_EDGAR","sample":false,"filerCount":3,"changeCount":121}},{"id":"audit-identity-mapped","at":"2026-07-23T00:30:17.303Z","type":"artifact_generated","message":"Mapped 121 manager-level change candidates to tickers using openfigi-v3; 0 excluded; aggregated to 114 ticker signal(s).","metadata":{"mappedCount":121,"aggregateCount":114,"excludedCount":0,"identityProviderId":"openfigi-v3","identitySourceBreakdown":"openfigi-v3:114"}},{"id":"audit-longitudinal-derived","at":"2026-07-23T00:30:17.303Z","type":"artifact_generated","message":"Attached 121 manager-level longitudinal feature set(s) across 3 manager(s).","metadata":{"managerCount":3,"featureCount":121,"minimumObservedReportCount":11,"excludedDerivativeHoldingCount":30}},{"id":"audit-13f-implied-valuation","at":"2026-07-23T00:30:17.303Z","type":"artifact_generated","message":"Derived 77 delayed quarter-end 13F value/share proxies with identity, asset-structure, filing-precision, and cross-manager gates.","metadata":{"proxyCount":77,"availableCount":65,"notApplicableCount":12,"blockedCount":0,"crossManagerCheckedCount":4,"warningCount":0}},{"id":"audit-ethos-scored","at":"2026-07-23T00:30:17.303Z","type":"ethos_scored","message":"Scored mapped changes using fundamentals-merged(sec-company-facts-normalized-v2,sec-research-context-rubric-v1); sources sec-company-facts-normalized-v2:54, sec-research-context-rubric-v1:49, 13f-implied-valuation-v1:77.","metadata":{"fundamentalsProviderId":"fundamentals-merged(sec-company-facts-normalized-v2,sec-research-context-rubric-v1)","fundamentalsSourceBreakdown":"sec-company-facts-normalized-v2:54, sec-research-context-rubric-v1:49, 13f-implied-valuation-v1:77","ethosCount":3}},{"id":"audit-policy-validated","at":"2026-07-23T00:30:17.303Z","type":"policy_validated","message":"Validated artifact against default no-execution, approval-first policy.","metadata":{"executionEnabled":false}},{"id":"audit-derived-view-overlap","at":"2026-07-23T00:30:17.303Z","type":"artifact_generated","message":"Derived overlap 13F manager-selection view from multi-manager-2026-03-31-v0.6.","metadata":{"mode":"overlap","managerIds":"berkshire-hathaway,pershing-square,duquesne-family-office","changeCount":5}}]},"meta":{"apiVersion":"v1","contractVersion":"0.1.0","capability":"audit.export","deprecated":false}}