Warren Buffett – Berkshire Hathaway Portfolio Activity & Recent Trades (Sep 30, 2025)

As of Sep 30, 2025, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2025, the filing reported:

New Buys – Alphabet Inc.

Increases – Chubb Limited, Domino's Pizza Inc, Lamar Advertising Company, Lennar Corporation, Lennar Corporation, and 1 more

Reductions – Apple Inc., Bank of America Corporation, DaVita Inc., Nucor Corporation, VeriSign, Inc.

Complete Exits – D.R. Horton, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2025	AAPL Apple Inc.	Apple Inc.	Sell	-41,787,236	-14.9%	$60.66B	238,212,764
Q3 2025	BAC Bank of America Corporation	Bank of America Corporation	Sell	-37,197,363	-6.1%	$29.31B	568,070,012
Q3 2025	CB Chubb Limited	Chubb Limited	Buy	+4,299,111	+15.9%	$8.84B	31,332,895
Q3 2025	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell - Position Exit	-1,485,350	-100.0%	$0.00	-
Q3 2025	DPZ Domino's Pizza Inc	Domino's Pizza Inc	Buy	+348,077	+13.2%	$1.29B	2,981,945
Q3 2025	DVA DaVita Inc.	DaVita Inc.	Sell	-1,635,962	-4.8%	$4.27B	32,160,579
Q3 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+17,846,142	-	$4.34B	17,846,142
Q3 2025	LAMR Lamar Advertising Company	Lamar Advertising Company	Buy	+32,603	+2.8%	$147.16M	1,202,110
Q3 2025	LEN Lennar Corporation	Lennar Corporation	Buy	+1,957	+0.0%	$888.70M	7,050,950
Q3 2025	LEN-B Lennar Corporation	Lennar Corporation	Buy	+50	+0.0%	$21.72M	180,980
Q3 2025	NUE Nucor Corporation	Nucor Corporation	Sell	-206,363	-3.1%	$867.80M	6,407,749
Q3 2025	SIRI SiriusXM Holdings Inc	SiriusXM Holdings Inc	Buy	+5,030,425	+4.2%	$2.90B	124,807,117
Q3 2025	VRSN VeriSign, Inc.	VeriSign, Inc.	Sell	-4,300,000	-32.4%	$2.51B	8,989,880
Q2 2025	AAPL Apple Inc.	Apple Inc.	Sell	-20,000,000	-6.7%	$57.45B	280,000,000
Q2 2025	BAC Bank of America Corporation	Bank of America Corporation	Sell	-26,306,156	-4.2%	$28.64B	605,267,375
Q2 2025	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-923,377	-46.5%	$433.70M	1,060,882
Q2 2025	CVX Chevron Corporation	Chevron Corporation	Buy	+3,454,258	+2.9%	$17.48B	122,064,792
Q2 2025	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Buy - Position Entry	+1,485,350	-	$191.49M	1,485,350
Q2 2025	DPZ Domino's Pizza Inc	Domino's Pizza Inc	Buy	+13,255	+0.5%	$1.19B	2,633,868
Q2 2025	DVA DaVita Inc.	DaVita Inc.	Sell	-1,345,938	-3.8%	$4.81B	33,796,541
Q2 2025	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell	-493,445	-14.1%	$315.44M	3,018,555
Q2 2025	G0176J109 Allegion	Allegion	Buy - Position Entry	+780,133	-	$112.43M	780,133
Q2 2025	HEI-A Heico Corporation	Heico Corporation	Buy	+132,524	+11.4%	$334.98M	1,294,612
Q2 2025	LAMR Lamar Advertising Company	Lamar Advertising Company	Buy - Position Entry	+1,169,507	-	$141.93M	1,169,507
Q2 2025	LEN Lennar Corporation	Lennar Corporation	Buy - Position Entry	+7,048,993	-	$779.69M	7,048,993
Q2 2025	LEN-B Lennar Corporation	Lennar Corporation	Buy	+28,358	+18.6%	$19.04M	180,930
Q2 2025	NUE Nucor Corporation	Nucor Corporation	Buy - Position Entry	+6,614,112	-	$856.79M	6,614,112
Q2 2025	POOL Pool Corporation	Pool Corporation	Buy	+1,994,885	+136.3%	$1.01B	3,458,885
Q2 2025	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Buy	+1,391,000	+11.6%	$2.18B	13,400,000
Q2 2025	TMUS T-Mobile US, Inc.	T-Mobile US, Inc.	Sell - Position Exit	-3,883,145	-100.0%	$0.00	-