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 |
|---|---|---|---|
Q3 2020Sep 30, 2020 | WFC Wells Fargo & Company | Sell | -110,202,265-46.4% |
Q2 2020Jun 30, 2020 | GOLD Barrick Gold Corporation | Buy - Position Entry | +20,918,701 |
Q2 2020Jun 30, 2020 | SU Suncor Energy Inc. | Buy | +4,252,494+28.4% |
Q2 2020Jun 30, 2020 | KR Kroger Company (The) | Buy | +3,000,000+15.8% |
Q2 2020Jun 30, 2020 | CHTR Charter Communications, Inc. | Sell | -213,148-3.9% |
Q2 2020Jun 30, 2020 | MA Mastercard Incorporated | Sell | -370,000-7.5% |
Q2 2020Jun 30, 2020 | USB U.S. Bancorp | Sell | -497,786-0.4% |
Q2 2020Jun 30, 2020 | V Visa Inc. | Sell | -575,000-5.4% |
Q2 2020Jun 30, 2020 | MTB M&T Bank Corporation | Sell | -845,866-15.7% |
Q2 2020Jun 30, 2020 | GS Goldman Sachs Group, Inc. (The) | Sell - Position Exit | -1,920,180-100.0% |
Q2 2020Jun 30, 2020 | PNC PNC Financial Services Group, I | Sell | -3,847,398-41.8% |
Q2 2020Jun 30, 2020 | BK The Bank of New York Mellon Cor | Sell | -7,407,604-9.3% |
Q2 2020Jun 30, 2020 | QSR Restaurant Brands International | Sell - Position Exit | -8,438,225-100.0% |
Q2 2020Jun 30, 2020 | OXY Occidental Petroleum Corporatio | Sell - Position Exit | -18,933,054-100.0% |
Q2 2020Jun 30, 2020 | UAL United Airlines Holdings, Inc. | Sell - Position Exit | -22,157,608-100.0% |
Q2 2020Jun 30, 2020 | JPM JP Morgan Chase & Co. | Sell | -35,506,006-61.5% |
Q2 2020Jun 30, 2020 | AAL American Airlines Group, Inc. | Sell - Position Exit | -41,909,000-100.0% |
Q2 2020Jun 30, 2020 | LUV Southwest Airlines Company | Sell - Position Exit | -53,642,713-100.0% |
Q2 2020Jun 30, 2020 | DAL Delta Air Lines, Inc. | Sell - Position Exit | -71,886,963-100.0% |
Q2 2020Jun 30, 2020 | SIRI SiriusXM Holdings Inc | Sell | -82,418,729-62.2% |
Q2 2020Jun 30, 2020 | WFC Wells Fargo & Company | Sell | -85,630,213-26.5% |
Q1 2020Mar 31, 2020 | DAL Delta Air Lines, Inc. | Buy | +976,507+1.4% |
Q1 2020Mar 31, 2020 | PNC PNC Financial Services Group, I | Buy | +526,930+6.1% |
Q1 2020Mar 31, 2020 | UAL United Airlines Holdings, Inc. | Buy | +218,966+1.0% |
Q1 2020Mar 31, 2020 | AMZN Amazon.com, Inc. | Sell | -4,000-0.7% |
Q1 2020Mar 31, 2020 | BIIB Biogen Inc. | Sell | -5,425-0.8% |
Q1 2020Mar 31, 2020 | LUV Southwest Airlines Company | Sell | -6,500-0.0% |
Q1 2020Mar 31, 2020 | SU Suncor Energy Inc. | Sell | -70,000-0.5% |
Q1 2020Mar 31, 2020 | LILA Liberty Latin America Ltd | Sell | -84,062-3.1% |
Q1 2020Mar 31, 2020 | VRSN VeriSign, Inc. | Sell | -137,132-1.1% |