Berkshire Hathaway
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AAPLApple Inc. | 22.69% | 238,212,764 | $60.7B | trimmed−15% | +0.38 pp | 39 q |
| AXPAmerican Express Company | 18.84% | 151,610,700 | $50.4B | held | — | 50 q |
| BACBank of America Corporation | 10.96% | 568,070,012 | $29.3B | trimmed−6% | −0.16 pp | 33 q |
| KOCoca-Cola Company | 9.92% | 400,000,000 | $26.5B | held | — | 50 q |
| CVXChevron Corporation | 7.09% | 122,064,792 | $19.0B | held | — | 21 q |
| OXYOccidental Petroleum Corporation | 4.68% | 264,941,431 | $12.5B | held | — | 15 q |
| MCOMoody's Corporation | 4.40% | 24,669,778 | $11.8B | held | — | 50 q |
| CBChubb Limited | 3.31% | 31,332,895 | $8.8B | added+16% | +0.27 pp | 9 q |
| KHCThe Kraft Heinz Company | 3.17% | 325,634,818 | $8.5B | held | — | 41 q |
| GOOGLAlphabet Inc. Class A | 1.62% | 17,846,142 | $4.3B | new | +1.62 pp | new |
| DVADaVita Inc. | 1.60% | 32,160,579 | $4.3B | trimmed−5% | −0.27 pp | 50 q |
| KRThe Kroger Co. | 1.26% | 50,000,000 | $3.4B | held | — | 24 q |
| SIRISirius XM Holdings, Inc | 1.09% | 124,807,117 | $2.9B | added+4% | +0.02 pp | 9 q |
| VVISA Inc. | 1.06% | 8,297,460 | $2.8B | held | — | 50 q |
| VRSNVeriSign Inc | 0.94% | 8,989,880 | $2.5B | trimmed−32% | −0.55 pp | 50 q |
| MAMastercard Incorporated | 0.85% | 3,986,648 | $2.3B | held | — | 50 q |
| AMZNAmazon.Com Inc | 0.82% | 10,000,000 | $2.2B | held | — | 27 q |
| STZConstellation Brands, Inc. | 0.68% | 13,400,000 | $1.8B | held | — | 4 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 0.65% | 5,039,564 | $1.7B | held | — | 2 q |
| COFCapital One Financial | 0.57% | 7,150,000 | $1.5B | held | — | 11 q |
| AONAon plc Class A | 0.55% | 4,100,000 | $1.5B | held | — | 19 q |
| DPZDomino's Pizza Inc. | 0.48% | 2,981,945 | $1.3B | added+13% | +0.02 pp | 5 q |
| ALLYAlly Financial Inc. | 0.43% | 29,000,000 | $1.1B | held | — | 15 q |
| LLYVKLiberty Media Corp-liberty-c | 0.40% | 10,917,661 | $1.1B | held | — | 9 q |
| POOLPool Corporation | 0.40% | 3,458,885 | $1.1B | held | — | 5 q |
| LENLennar Corporation Class A | 0.33% | 7,050,950 | $889M | added0% | +0.03 pp | 3 q |
| NUENucor Corporation | 0.32% | 6,407,749 | $868M | trimmed−3% | −0.01 pp | 3 q |
| LPXLouisiana-Pacific Corp. | 0.19% | 5,664,793 | $503M | held | — | 13 q |
| LLYVALiberty Media Corp-liberty-a | 0.18% | 4,986,588 | $470M | held | — | 9 q |
| HEI.AHeico Corp Cl A | 0.12% | 1,294,612 | $329M | held | — | 6 q |
| FWONKLiberty Media Corporation Series C Liberty Formula One | 0.12% | 3,018,555 | $315M | held | — | 16 q |
| CHTRCharter Comm Inc Del CL A New | 0.11% | 1,060,882 | $292M | held | — | 38 q |
| LAMRLamar Advertising Co | 0.06% | 1,202,110 | $147M | added+3% | 0.00 pp | 2 q |
| ALLEAllegion Public Limited Company | 0.05% | 780,133 | $138M | held | — | 2 q |
| NVRNVR, Inc. | 0.03% | 11,112 | $89M | held | — | 10 q |
| DEODiageo plc | 0.01% | 227,750 | $22M | held | — | 11 q |
| JEFJefferies Financial Group Inc. | 0.01% | 433,558 | $28M | held | — | 13 q |
| LEN.BLennar Corporation Class B | 0.01% | 180,980 | $22M | added0% | 0.00 pp | 10 q |
| LILALiberty Latin America Ltd. Class A | 0.01% | 2,630,792 | $22M | held | — | 31 q |
| BATRKAtlanta Braves Holdings, Inc. Series C | 0.00% | 223,645 | $9M | held | — | 9 q |
| LILAKLiberty Latin America Ltd. Class C | 0.00% | 1,284,020 | $11M | held | — | 31 q |
| DHID.R. Horton Inc. | — | −1,485,350 | — | exited | −0.07 pp | — |
