Warren Buffett – Berkshire Hathaway Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 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 Q2 2025, the filing reported:
New Buys – Lennar Corporation (LEN), Nucor Corporation (NUE), UnitedHealth Group Incorporated (UNH), D.R. Horton, Inc. (DHI), Lamar Advertising Company (LAMR), and 1 more
Increases – Chevron Corporation (CVX), Pool Corporation (POOL), Constellation Brands, Inc. (STZ), Heico Corporation (HEI-A), Lennar Corporation (LEN-B), and 1 more
Reductions – Liberty Media Corp Formula One Group (FWONK), Charter Communications, Inc. (CHTR), DaVita Inc. (DVA), Apple Inc. (AAPL), Bank of America Corporation (BAC)
Complete Exits – T-Mobile US, Inc. (TMUS)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Berkshire Hathaway Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | LEN Lennar Corporation | Buy - Position Entry | +7,048,993 |
Q2 2025Jun 30, 2025 | NUE Nucor Corporation | Buy - Position Entry | +6,614,112 |
Q2 2025Jun 30, 2025 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +5,039,564 |
Q2 2025Jun 30, 2025 | CVX Chevron Corporation | Buy | +3,454,258+2.9% |
Q2 2025Jun 30, 2025 | POOL Pool Corporation | Buy | +1,994,885+136.3% |
Q2 2025Jun 30, 2025 | DHI D.R. Horton, Inc. | Buy - Position Entry | +1,485,350 |
Q2 2025Jun 30, 2025 | STZ Constellation Brands, Inc. | Buy | +1,391,000+11.6% |
Q2 2025Jun 30, 2025 | LAMR Lamar Advertising Company | Buy - Position Entry | +1,169,507 |
Q2 2025Jun 30, 2025 | G0176J109 Allegion | Buy - Position Entry | +780,133 |
Q2 2025Jun 30, 2025 | HEI-A Heico Corporation | Buy | +132,524+11.4% |
Q2 2025Jun 30, 2025 | LEN-B Lennar Corporation | Buy | +28,358+18.6% |
Q2 2025Jun 30, 2025 | DPZ Domino's Pizza Inc | Buy | +13,255+0.5% |
Q2 2025Jun 30, 2025 | FWONK Liberty Media Corp Formula One Group | Sell | -493,445-14.1% |
Q2 2025Jun 30, 2025 | CHTR Charter Communications, Inc. | Sell | -923,377-46.5% |
Q2 2025Jun 30, 2025 | DVA DaVita Inc. | Sell | -1,345,938-3.8% |
Q2 2025Jun 30, 2025 | TMUS T-Mobile US, Inc. | Sell - Position Exit | -3,883,145-100.0% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Sell | -20,000,000-6.7% |
Q2 2025Jun 30, 2025 | BAC Bank of America Corporation | Sell | -26,306,156-4.2% |
Q1 2025Mar 31, 2025 | STZ Constellation Brands, Inc. | Buy | +6,384,676+113.5% |
Q1 2025Mar 31, 2025 | SIRI SiriusXM Holdings Inc | Buy | +2,308,119+2.0% |
Q1 2025Mar 31, 2025 | POOL Pool Corporation | Buy | +865,311+144.5% |
Q1 2025Mar 31, 2025 | OXY Occidental Petroleum Corporatio | Buy | +763,017+0.3% |
Q1 2025Mar 31, 2025 | DPZ Domino's Pizza Inc | Buy | +238,613+10.0% |
Q1 2025Mar 31, 2025 | HEI-A Heico Corporation | Buy | +112,401+10.7% |
Q1 2025Mar 31, 2025 | VRSN VeriSign, Inc. | Buy | +18,423+0.1% |
Q1 2025Mar 31, 2025 | CHTR Charter Communications, Inc. | Sell | -7,500-0.4% |
Q1 2025Mar 31, 2025 | COF Capital One Financial Corporati | Sell | -300,000-4.0% |
Q1 2025Mar 31, 2025 | TMUS T-Mobile US, Inc. | Sell | -466,855-10.7% |
Q1 2025Mar 31, 2025 | DVA DaVita Inc. | Sell | -953,091-2.6% |
Q1 2025Mar 31, 2025 | FWONK Liberty Media Corp Formula One Group | Sell | -3,289,360-48.4% |