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 2024Sep 30, 2024 | LSXMK | Sell - Position Exit | -70,002,897-100.0% |
Q3 2024Sep 30, 2024 | AAPL Apple Inc. | Sell | -100,000,000-25.0% |
Q3 2024Sep 30, 2024 | BAC Bank of America Corporation | Sell | -235,168,699-22.8% |
Q2 2024Jun 30, 2024 | SIRI SiriusXM Holdings Inc. | Buy | +96,196,301+262.2% |
Q2 2024Jun 30, 2024 | OXY Occidental Petroleum Corporatio | Buy | +7,263,396+2.9% |
Q2 2024Jun 30, 2024 | LSXMK | Buy | +4,516,609+6.9% |
Q2 2024Jun 30, 2024 | LSXMA | Buy | +2,426,595+7.4% |
Q2 2024Jun 30, 2024 | CB Chubb Limited | Buy | +1,109,944+4.3% |
Q2 2024Jun 30, 2024 | HEI-A Heico Corporation | Buy - Position Entry | +1,044,242 |
Q2 2024Jun 30, 2024 | ULTA Ulta Beauty, Inc. | Buy - Position Entry | +690,106 |
Q2 2024Jun 30, 2024 | LLYVA Liberty Media Corporation - Ser | Sell | -65,330-1.3% |
Q2 2024Jun 30, 2024 | LLYVK Liberty Media Corporation - Ser | Sell | -214,929-1.9% |
Q2 2024Jun 30, 2024 | TMUS T-Mobile US, Inc. | Sell | -570,000-10.9% |
Q2 2024Jun 30, 2024 | LPX Louisiana-Pacific Corporation | Sell | -633,154-9.6% |
Q2 2024Jun 30, 2024 | FND Floor & Decor Holdings, Inc. | Sell | -802,130-16.8% |
Q2 2024Jun 30, 2024 | COF Capital One Financial Corporati | Sell | -2,651,978-21.3% |
Q2 2024Jun 30, 2024 | CVX Chevron Corporation | Sell | -4,369,673-3.6% |
Q2 2024Jun 30, 2024 | SNOW Snowflake Inc. | Sell - Position Exit | -6,125,376-100.0% |
Q2 2024Jun 30, 2024 | PARA Paramount Global | Sell - Position Exit | -7,531,765-100.0% |
Q2 2024Jun 30, 2024 | AAPL Apple Inc. | Sell | -389,368,450-49.3% |
Q1 2024Mar 31, 2024 | CB Chubb Limited | Buy - Position Entry | +25,923,840 |
Q1 2024Mar 31, 2024 | LSXMK | Buy | +22,277,997+51.6% |
Q1 2024Mar 31, 2024 | LSXMA | Buy | +12,547,944+62.1% |
Q1 2024Mar 31, 2024 | OXY Occidental Petroleum Corporatio | Buy | +4,302,324+1.8% |
Q1 2024Mar 31, 2024 | LPX Louisiana-Pacific Corporation | Sell | -446,962-6.3% |
Q1 2024Mar 31, 2024 | CVX Chevron Corporation | Sell | -3,113,119-2.5% |
Q1 2024Mar 31, 2024 | SIRI SiriusXM Holdings Inc. | Sell | -3,561,146-8.8% |
Q1 2024Mar 31, 2024 | HPQ HP Inc. | Sell - Position Exit | -22,852,715-100.0% |
Q1 2024Mar 31, 2024 | PARA Paramount Global | Sell | -55,790,726-88.1% |
Q1 2024Mar 31, 2024 | AAPL Apple Inc. | Sell | -116,191,550-12.8% |