Berkshire Hathaway
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 42.78% | 887,135,554 | $125.5B | held | — | 23 q |
| BACBank of America Corporation | 14.61% | 1,010,100,606 | $42.9B | held | — | 17 q |
| AXPAmerican Express Company | 8.66% | 151,610,700 | $25.4B | held | — | 34 q |
| KOCoca-Cola Company | 7.15% | 400,000,000 | $21.0B | held | — | 34 q |
| KHCThe Kraft Heinz Company | 4.09% | 325,634,818 | $12.0B | held | — | 25 q |
| MCOMoody's Corporation | 2.99% | 24,669,778 | $8.8B | held | — | 34 q |
| VZVerizon Communications | 2.92% | 158,824,575 | $8.6B | held | — | 5 q |
| USBU.S. Bancorp | 2.56% | 126,417,887 | $7.5B | trimmed−2% | +0.05 pp | 34 q |
| DVADaVita Inc. | 1.43% | 36,095,570 | $4.2B | held | — | 34 q |
| BNYBank of New York Mellon Corporation | 1.28% | 72,357,453 | $3.8B | held | — | 34 q |
| GMGeneral Motors Company | 1.08% | 60,000,000 | $3.2B | held | — | 34 q |
| CHTRCharter Comm Inc Del CL A New | 1.04% | 4,200,626 | $3.1B | trimmed−19% | −0.24 pp | 22 q |
| CVXChevron Corporation | 0.99% | 28,703,519 | $2.9B | added+24% | +0.16 pp | 5 q |
| VRSNVeriSign Inc | 0.90% | 12,815,613 | $2.6B | held | — | 34 q |
| KRThe Kroger Co. | 0.85% | 61,787,910 | $2.5B | held | — | 8 q |
| VVISA Inc. | 0.73% | 9,562,460 | $2.1B | trimmed−4% | −0.07 pp | 34 q |
| LSXMKLiberty Media Cor-siriusxm C | 0.70% | 43,208,291 | $2.1B | held | — | 22 q |
| SNOWSnowflake Inc. | 0.63% | 6,125,376 | $1.9B | held | — | 5 q |
| AMZNAmazon.Com Inc | 0.60% | 533,300 | $1.8B | held | — | 11 q |
| ABBVAbbvie Inc. | 0.53% | 14,398,488 | $1.6B | trimmed−30% | −0.26 pp | 5 q |
| MAMastercard Incorporated | 0.51% | 4,288,648 | $1.5B | trimmed−6% | −0.06 pp | 34 q |
| BMYBristol-Myers Squibb Co. | 0.44% | 22,046,936 | $1.3B | trimmed−16% | −0.16 pp | 5 q |
| AONAon plc Class A | 0.43% | 4,396,000 | $1.3B | held | — | 3 q |
| RHRh | 0.41% | 1,791,967 | $1.2B | held | — | 9 q |
| S76Store Capital Corp | 0.27% | 24,415,168 | $782M | held | — | 18 q |
| LM03Liberty Media Cor-siriusxm A | 0.24% | 14,860,360 | $701M | held | — | 22 q |
| TMUST-Mobile US, Inc. | 0.23% | 5,242,000 | $670M | held | — | 5 q |
| GLGlobe Life Inc. | 0.19% | 6,353,727 | $566M | held | — | 34 q |
| RPRXRoyalty Pharma plc Class A | 0.16% | 13,145,902 | $475M | new | +0.16 pp | new |
| MRSHMarsh | 0.14% | 2,741,755 | $415M | trimmed−35% | −0.06 pp | 5 q |
| TEVATeva Pharmaceutical Industries Limited | 0.14% | 42,789,295 | $417M | held | — | 16 q |
| STNEStoneCo Ltd. Class A | 0.13% | 10,695,448 | $371M | held | — | 12 q |
| SIRISirius XM Holdings, Inc | 0.09% | 43,658,800 | $266M | held | — | 20 q |
| FNDFloor & Decor Holdings, Inc. | 0.03% | 816,863 | $99M | new | +0.03 pp | new |
| JNJJohnson & Johnson | 0.02% | 327,100 | $53M | held | — | 34 q |
| PGProcter & Gamble Company | 0.02% | 315,400 | $44M | held | — | 34 q |
| MDLZMondelez International, Inc. Class A | 0.01% | 578,000 | $34M | held | — | 34 q |
| SPYState Street SPDR S&P 500 ETF Trust | 0.01% | 39,400 | $17M | held | — | 8 q |
| VOOVanguard S&P 500 ETF | 0.01% | 43,000 | $17M | held | — | 8 q |
| WFCWells Fargo & Co. | 0.01% | 675,054 | $31M | held | — | 34 q |
| LILALiberty Latin America Ltd. Class A | 0.01% | 2,630,792 | $34M | held | — | 15 q |
| LILAKLiberty Latin America Ltd. Class C | 0.01% | 1,284,020 | $17M | held | — | 15 q |
| UPSUnited Parcel Service, Inc. Class B | 0.00% | 59,400 | $11M | held | — | 34 q |
| MRKMerck & Co., Inc. | — | −9,157,192 | — | exited | −0.24 pp | — |
| OGNOrganon & Co. | — | −1,550,481 | — | exited | −0.02 pp | — |
| LBTYKLiberty Global Ltd. Class C | — | −1,876,522 | — | exited | −0.02 pp | — |
