Berkshire Hathaway
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 51.00% | 915,560,382 | $177.6B | held | — | 30 q |
| BACBank of America Corporation | 8.51% | 1,032,852,006 | $29.6B | held | — | 24 q |
| AXPAmerican Express Company | 7.59% | 151,610,700 | $26.4B | held | — | 41 q |
| KOCoca-Cola Company | 6.92% | 400,000,000 | $24.1B | held | — | 41 q |
| CVXChevron Corporation | 5.56% | 123,120,120 | $19.4B | trimmed−7% | −1.09 pp | 12 q |
| OXYOccidental Petroleum Corporation | 3.78% | 224,129,192 | $13.2B | added+6% | −0.29 pp | 6 q |
| KHCThe Kraft Heinz Company | 3.32% | 325,634,818 | $11.6B | held | — | 32 q |
| MCOMoody's Corporation | 2.46% | 24,669,778 | $8.6B | held | — | 41 q |
| HPQHP Inc. | 1.07% | 120,952,818 | $3.7B | held | — | 6 q |
| DVADaVita Inc. | 1.04% | 36,095,570 | $3.6B | held | — | 41 q |
| VRSNVeriSign Inc | 0.83% | 12,815,613 | $2.9B | held | — | 41 q |
| CCitigroup Inc. | 0.73% | 55,244,797 | $2.5B | held | — | 6 q |
| KRThe Kroger Co. | 0.67% | 50,000,000 | $2.4B | held | — | 15 q |
| VVISA Inc. | 0.57% | 8,297,460 | $2.0B | held | — | 41 q |
| MAMastercard Incorporated | 0.45% | 3,986,648 | $1.6B | held | — | 41 q |
| PARAParamount Global-class B | 0.43% | 93,730,975 | $1.5B | held | — | 6 q |
| AONAon plc Class A | 0.43% | 4,335,000 | $1.5B | held | — | 10 q |
| LSXMKLiberty Media Cor-siriusxm C | 0.41% | 43,208,291 | $1.4B | held | — | 29 q |
| AMZNAmazon.Com Inc | 0.40% | 10,551,000 | $1.4B | held | — | 18 q |
| CHTRCharter Comm Inc Del CL A New | 0.40% | 3,828,941 | $1.4B | held | — | 29 q |
| COFCapital One Financial | 0.39% | 12,471,030 | $1.4B | added+26% | +0.10 pp | 2 q |
| AIYActivision Blizzard Inc | 0.35% | 14,658,121 | $1.2B | trimmed−70% | −0.95 pp | 7 q |
| SNOWSnowflake Inc. | 0.31% | 6,125,376 | $1.1B | held | — | 12 q |
| GMGeneral Motors Company | 0.24% | 22,000,000 | $848M | trimmed−45% | −0.21 pp | 41 q |
| NUNu Holdings Ltd. | 0.24% | 107,118,784 | $845M | held | — | 3 q |
| ALLYAlly Financial Inc. | 0.22% | 29,000,000 | $783M | held | — | 6 q |
| DHID.R. Horton Inc. | 0.21% | 5,969,714 | $726M | new | +0.21 pp | new |
| TMUST-Mobile US, Inc. | 0.21% | 5,242,000 | $728M | held | — | 12 q |
| LM03Liberty Media Cor-siriusxm A | 0.19% | 20,207,680 | $663M | held | — | 29 q |
| MKLMarkel Group Inc. | 0.19% | 471,661 | $652M | held | — | 6 q |
| CECelanese Corporation | 0.18% | 5,358,535 | $621M | trimmed−39% | −0.12 pp | 6 q |
| FWONKLiberty Media Corporation Series C Liberty Formula One | 0.17% | 7,722,451 | $581M | held | — | 7 q |
| LPXLouisiana-Pacific Corp. | 0.15% | 7,044,909 | $528M | held | — | 4 q |
| FNDFloor & Decor Holdings, Inc. | 0.14% | 4,780,000 | $497M | held | — | 8 q |
| GLGlobe Life Inc. | 0.08% | 2,515,574 | $276M | trimmed−60% | −0.14 pp | 41 q |
| STNEStoneCo Ltd. Class A | 0.04% | 10,695,448 | $136M | held | — | 19 q |
| JNJJohnson & Johnson | 0.02% | 327,100 | $54M | held | — | 41 q |
| NVRNVR, Inc. | 0.02% | 11,112 | $71M | new | +0.02 pp | new |
| DEODiageo plc | 0.01% | 227,750 | $40M | held | — | 2 q |
| MDLZMondelez International, Inc. Class A | 0.01% | 578,000 | $42M | held | — | 41 q |
| PGProcter & Gamble Company | 0.01% | 315,400 | $48M | held | — | 41 q |
| SPYState Street SPDR S&P 500 ETF Trust | 0.01% | 39,400 | $17M | held | — | 15 q |
| VOOVanguard S&P 500 ETF | 0.01% | 43,000 | $18M | held | — | 15 q |
| LILALiberty Latin America Ltd. Class A | 0.01% | 2,630,792 | $23M | held | — | 22 q |
| JEFJefferies Financial Group Inc. | 0.00% | 433,558 | $14M | held | — | 4 q |
| LEN.BLennar Corporation Class B | 0.00% | 152,572 | $17M | new | 0.00 pp | new |
| UPSUnited Parcel Service, Inc. Class B | 0.00% | 59,400 | $11M | held | — | 41 q |
| LILAKLiberty Latin America Ltd. Class C | 0.00% | 1,284,020 | $11M | held | — | 22 q |
| MCKMcKesson Corporation | — | −2,289,864 | — | exited | −0.25 pp | — |
| MRSHMarsh | — | −404,911 | — | exited | −0.02 pp | — |
| VTSVitesse Energy, Inc.. | — | −51,026 | — | exited | 0.00 pp | — |













































