Warren Buffett - Berkshire Hathaway Investment Strategy (Sep 30, 2025)


As of Sep 30, 2025, the Berkshire Hathaway portfolio managed by Warren Buffett demonstrates a sophisticated investment approach with 88 positions and an average holding period of 2387 quarters. The strategy focuses on Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Consumer Discretionary, Energy, Financial Services, Healthcare, Industrials, Real Estate, Technology sectors with a typical position size of 1.6% of the portfolio.


The portfolio's risk management approach includes a maximum position size of 1.63% and sector diversification of 11%, exemplified by the case study of AMERICAN EXPRESS CO (AXP). This strategic framework provides insights into Warren Buffett's investment philosophy, risk management practices, and long-term value creation approach.

Investment Strategy Metrics

Key metrics revealing investment style, risk management, and performance characteristics

MetricValueCategoryDescription
Holding Period6.5 yearsStyleAverage duration positions are maintained
Position Count88StyleNumber of active positions in portfolio
Position Size1.6%RiskTypical allocation per position
Win Rate53.1%PerformancePercentage of profitable positions
Average Return1277.7%PerformanceMean return across positions
Sharpe Ratio0.14PerformanceReturn per unit of risk taken

Investment Case Study: AMERICAN EXPRESS CO (AXP)

6/30/2013 - 11/30/2025

Performance Metrics

Total Return: 0.00%

Holding Period: 4536 days

Max Position Size: $11,334,417.00

Position Weight: 12.80%

Key Events

6/30/2013: ENTRY(151,610,700.00 shares) @ $0.07

Investment Thesis

Entry Context: Initial position established based on fundamental analysis

Sector Conditions: Favorable market conditions in the sector

Risk Factors:
  • Market volatility
  • Sector-specific risks

Key Learnings

  • Position sizing is critical for portfolio management
  • Important to monitor sector exposure

Sector Allocations