Berkshire Hathaway
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 26.24% | 300,000,000 | $69.9B | trimmed−25% | −3.85 pp | 35 q |
| AXPAmerican Express Company | 15.44% | 151,610,700 | $41.1B | held | — | 46 q |
| BACBank of America Corporation | 11.88% | 797,683,307 | $31.7B | trimmed−23% | −2.79 pp | 29 q |
| KOCoca-Cola Company | 10.79% | 400,000,000 | $28.7B | held | — | 46 q |
| CVXChevron Corporation | 6.56% | 118,610,534 | $17.5B | held | — | 17 q |
| OXYOccidental Petroleum Corporation | 4.94% | 255,281,524 | $13.2B | held | — | 11 q |
| MCOMoody's Corporation | 4.40% | 24,669,778 | $11.7B | held | — | 46 q |
| KHCThe Kraft Heinz Company | 4.29% | 325,634,818 | $11.4B | held | — | 37 q |
| CBChubb Limited | 2.93% | 27,033,784 | $7.8B | held | — | 5 q |
| DVADaVita Inc. | 2.22% | 36,095,570 | $5.9B | held | — | 46 q |
| CCitigroup Inc. | 1.30% | 55,244,797 | $3.5B | held | — | 11 q |
| KRThe Kroger Co. | 1.08% | 50,000,000 | $2.9B | held | — | 20 q |
| SIRISirius XM Holdings, Inc | 0.93% | 105,155,029 | $2.5B | added×7.9 | +0.80 pp | 5 q |
| VRSNVeriSign Inc | 0.91% | 12,815,613 | $2.4B | held | — | 46 q |
| VVISA Inc. | 0.86% | 8,297,460 | $2.3B | held | — | 46 q |
| MAMastercard Incorporated | 0.74% | 3,986,648 | $2.0B | held | — | 46 q |
| AMZNAmazon.Com Inc | 0.70% | 10,000,000 | $1.9B | held | — | 23 q |
| AONAon plc Class A | 0.53% | 4,100,000 | $1.4B | held | — | 15 q |
| COFCapital One Financial | 0.51% | 9,100,000 | $1.4B | trimmed−7% | +0.02 pp | 7 q |
| NUNu Holdings Ltd. | 0.44% | 86,438,997 | $1.2B | trimmed−19% | −0.05 pp | 8 q |
| ALLYAlly Financial Inc. | 0.39% | 29,000,000 | $1.0B | held | — | 11 q |
| TMUST-Mobile US, Inc. | 0.36% | 4,672,000 | $964M | held | — | 17 q |
| CHTRCharter Comm Inc Del CL A New | 0.34% | 2,821,879 | $915M | trimmed−26% | −0.07 pp | 34 q |
| LPXLouisiana-Pacific Corp. | 0.24% | 5,964,793 | $641M | held | — | 9 q |
| FWONKLiberty Media Corporation Series C Liberty Formula One | 0.22% | 7,722,451 | $598M | held | — | 12 q |
| DPZDomino's Pizza Inc. | 0.21% | 1,277,256 | $549M | new | +0.21 pp | new |
| LLYVKLiberty Media Corp-liberty-c | 0.21% | 10,917,661 | $560M | held | — | 5 q |
| LLYVALiberty Media Corp-liberty-a | 0.09% | 4,986,588 | $247M | held | — | 5 q |
| HEI.AHeico Corp Cl A | 0.08% | 1,049,687 | $214M | added+1% | +0.01 pp | 2 q |
| POOLPool Corporation | 0.06% | 404,057 | $152M | new | +0.06 pp | new |
| NVRNVR, Inc. | 0.04% | 11,112 | $109M | held | — | 6 q |
| DEODiageo plc | 0.01% | 227,750 | $32M | held | — | 7 q |
| JEFJefferies Financial Group Inc. | 0.01% | 433,558 | $27M | held | — | 9 q |
| LEN.BLennar Corporation Class B | 0.01% | 152,572 | $26M | held | — | 6 q |
| SPYState Street SPDR S&P 500 ETF Trust | 0.01% | 39,400 | $23M | held | — | 20 q |
| VOOVanguard S&P 500 ETF | 0.01% | 43,000 | $23M | held | — | 20 q |
| LILALiberty Latin America Ltd. Class A | 0.01% | 2,630,792 | $25M | held | — | 27 q |
| BATRKAtlanta Braves Holdings, Inc. Series C | 0.00% | 223,645 | $9M | held | — | 5 q |
| ULTAUlta Beauty, Inc. | 0.00% | 24,203 | $9M | trimmed−96% | −0.10 pp | 2 q |
| LILAKLiberty Latin America Ltd. Class C | 0.00% | 1,284,020 | $12M | held | — | 27 q |
| LM0CLiberty Media Corp-liber-new | — | −70,002,897 | — | exited | −0.55 pp | — |
| 22941EURLiberty Media Corp-cl A New | — | −35,182,219 | — | exited | −0.28 pp | — |
| FNDFloor & Decor Holdings, Inc. | — | −3,977,870 | — | exited | −0.14 pp | — |
