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 |
|---|---|---|---|
Q4 2016Dec 31, 2016 | DNOW DNOW Inc. | Sell - Position Exit | -1,825,569-100.0% |
Q4 2016Dec 31, 2016 | FWONK Liberty Media Corp Formula One Group | Sell - Position Exit | -3,189,041-100.0% |
Q4 2016Dec 31, 2016 | WMT Walmart Inc. | Sell | -11,578,061-89.3% |
Q4 2016Dec 31, 2016 | VZ Verizon Communications Inc. | Sell | -15,000,000-100.0% |
Q4 2016Dec 31, 2016 | KMI Kinder Morgan, Inc. | Sell - Position Exit | -20,000,000-100.0% |
Q4 2016Dec 31, 2016 | DE Deere & Company | Sell - Position Exit | -21,085,061-100.0% |
Q3 2016Sep 30, 2016 | AAL American Airlines Group, Inc. | Buy - Position Entry | +21,770,555 |
Q3 2016Sep 30, 2016 | DAL Delta Air Lines, Inc. | Buy - Position Entry | +6,333,923 |
Q3 2016Sep 30, 2016 | UAL United Airlines Holdings, Inc. | Buy - Position Entry | +4,533,013 |
Q3 2016Sep 30, 2016 | PSX Phillips 66 | Buy | +1,907,892+2.4% |
Q3 2016Sep 30, 2016 | V Visa Inc. | Buy | +323,300+3.2% |
Q3 2016Sep 30, 2016 | BK The Bank of New York Mellon Cor | Buy | +309,500+1.5% |
Q3 2016Sep 30, 2016 | CHTR Charter Communications, Inc. | Buy | +106,000+1.1% |
Q3 2016Sep 30, 2016 | DE Deere & Company | Sell | -874,185-4.0% |
Q3 2016Sep 30, 2016 | FWONK Liberty Media Corp Formula One Group | Sell | -1,810,957-36.2% |
Q3 2016Sep 30, 2016 | KMI Kinder Morgan, Inc. | Sell | -6,533,525-24.6% |
Q3 2016Sep 30, 2016 | SU Suncor Energy Inc. | Sell - Position Exit | -22,275,381-100.0% |
Q3 2016Sep 30, 2016 | WMT Walmart Inc. | Sell | -27,254,828-67.8% |
Q2 2016Jun 30, 2016 | CHTR Charter Communications, Inc. | Buy - Position Entry | +9,337,491 |
Q2 2016Jun 30, 2016 | AAPL Apple Inc. | Buy | +5,415,955+55.2% |
Q2 2016Jun 30, 2016 | FWONK Liberty Media Corp Formula One Group | Buy - Position Entry | +4,999,998 |
Q2 2016Jun 30, 2016 | PSX Phillips 66 | Buy | +3,231,255+4.3% |
Q2 2016Jun 30, 2016 | VRSN VeriSign, Inc. | Sell | -32,255-0.2% |
Q2 2016Jun 30, 2016 | DE Deere & Company | Sell | -1,321,748-5.7% |
Q2 2016Jun 30, 2016 | SU Suncor Energy Inc. | Sell | -7,724,619-25.7% |
Q2 2016Jun 30, 2016 | WMT Walmart Inc. | Sell | -15,009,461-27.2% |
Q1 2016Mar 31, 2016 | PSX Phillips 66 | Buy | +14,063,819+22.9% |
Q1 2016Mar 31, 2016 | AAPL Apple Inc. | Buy - Position Entry | +9,811,747 |
Q1 2016Mar 31, 2016 | BK The Bank of New York Mellon Cor | Buy | +715,000+3.6% |
Q1 2016Mar 31, 2016 | DE Deere & Company | Buy | +396,844+1.7% |