Berkshire Hathaway
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 47.60% | 887,135,554 | $157.5B | held | — | 24 q |
| BACBank of America Corporation | 13.58% | 1,010,100,606 | $44.9B | held | — | 18 q |
| AXPAmerican Express Company | 7.49% | 151,610,700 | $24.8B | held | — | 35 q |
| KOCoca-Cola Company | 7.16% | 400,000,000 | $23.7B | held | — | 35 q |
| KHCThe Kraft Heinz Company | 3.53% | 325,634,818 | $11.7B | held | — | 26 q |
| MCOMoody's Corporation | 2.91% | 24,669,778 | $9.6B | held | — | 35 q |
| VZVerizon Communications | 2.49% | 158,824,575 | $8.3B | held | — | 6 q |
| USBU.S. Bancorp | 2.15% | 126,417,887 | $7.1B | held | — | 35 q |
| CVXChevron Corporation | 1.36% | 38,245,036 | $4.5B | added+33% | +0.37 pp | 6 q |
| BNYBank of New York Mellon Corporation | 1.27% | 72,357,453 | $4.2B | held | — | 35 q |
| DVADaVita Inc. | 1.24% | 36,095,570 | $4.1B | held | — | 35 q |
| GMGeneral Motors Company | 1.06% | 60,000,000 | $3.5B | held | — | 35 q |
| VRSNVeriSign Inc | 0.98% | 12,815,613 | $3.3B | held | — | 35 q |
| KRThe Kroger Co. | 0.84% | 61,412,910 | $2.8B | trimmed−1% | −0.01 pp | 9 q |
| CHTRCharter Comm Inc Del CL A New | 0.75% | 3,828,941 | $2.5B | trimmed−9% | −0.29 pp | 23 q |
| LSXMKLiberty Media Cor-siriusxm C | 0.66% | 43,208,291 | $2.2B | held | — | 23 q |
| SNOWSnowflake Inc. | 0.63% | 6,125,376 | $2.1B | held | — | 6 q |
| AMZNAmazon.Com Inc | 0.54% | 533,300 | $1.8B | held | — | 12 q |
| VVISA Inc. | 0.54% | 8,297,460 | $1.8B | trimmed−13% | −0.19 pp | 35 q |
| MAMastercard Incorporated | 0.43% | 3,986,648 | $1.4B | trimmed−7% | −0.08 pp | 35 q |
| AONAon plc Class A | 0.40% | 4,396,000 | $1.3B | held | — | 4 q |
| LM03Liberty Media Cor-siriusxm A | 0.31% | 20,207,680 | $1.0B | added+36% | +0.07 pp | 23 q |
| unresolvedNu Hldgs Ltd | 0.30% | 107,118,784 | $1.0B | new | +0.30 pp | new |
| AIYActivision Blizzard Inc | 0.29% | 14,658,121 | $975M | new | +0.29 pp | new |
| RHRh | 0.29% | 1,816,547 | $974M | added+1% | −0.12 pp | 10 q |
| S76Store Capital Corp | 0.25% | 24,415,168 | $840M | held | — | 19 q |
| GLGlobe Life Inc. | 0.18% | 6,353,727 | $595M | held | — | 35 q |
| TMUST-Mobile US, Inc. | 0.18% | 5,242,000 | $608M | held | — | 6 q |
| ABBVAbbvie Inc. | 0.12% | 3,033,561 | $411M | trimmed−79% | −0.41 pp | 6 q |
| BMYBristol-Myers Squibb Co. | 0.10% | 5,202,674 | $324M | trimmed−76% | −0.34 pp | 6 q |
| RPRXRoyalty Pharma plc Class A | 0.10% | 8,648,268 | $345M | trimmed−34% | −0.06 pp | 2 q |
| STNEStoneCo Ltd. Class A | 0.05% | 10,695,448 | $180M | held | — | 13 q |
| FWONKLiberty Media Corporation Series C Liberty Formula One | 0.04% | 2,118,746 | $134M | new | +0.04 pp | new |
| FNDFloor & Decor Holdings, Inc. | 0.03% | 843,709 | $110M | added+3% | 0.00 pp | 2 q |
| JNJJohnson & Johnson | 0.02% | 327,100 | $56M | held | — | 35 q |
| MRSHMarsh | 0.02% | 404,911 | $70M | trimmed−85% | −0.12 pp | 6 q |
| PGProcter & Gamble Company | 0.02% | 315,400 | $52M | held | — | 35 q |
| MDLZMondelez International, Inc. Class A | 0.01% | 578,000 | $38M | held | — | 35 q |
| SPYState Street SPDR S&P 500 ETF Trust | 0.01% | 39,400 | $19M | held | — | 9 q |
| VOOVanguard S&P 500 ETF | 0.01% | 43,000 | $19M | held | — | 9 q |
| WFCWells Fargo & Co. | 0.01% | 675,054 | $32M | held | — | 35 q |
| LILALiberty Latin America Ltd. Class A | 0.01% | 2,630,792 | $31M | held | — | 16 q |
| UPSUnited Parcel Service, Inc. Class B | 0.00% | 59,400 | $13M | held | — | 35 q |
| LILAKLiberty Latin America Ltd. Class C | 0.00% | 1,284,020 | $15M | held | — | 16 q |
| TEVATeva Pharmaceutical Industries Limited | — | −42,789,295 | — | exited | −0.14 pp | — |
| SIRISirius XM Holdings, Inc | — | −43,658,800 | — | exited | −0.09 pp | — |
