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 2023Dec 31, 2023 | SIRI SiriusXM Holdings Inc. | Buy | +30,559,834+315.6% |
Q4 2023Dec 31, 2023 | OXY Occidental Petroleum Corporatio | Buy | +19,586,612+8.7% |
Q4 2023Dec 31, 2023 | CVX Chevron Corporation | Buy | +15,845,037+14.4% |
Q4 2023Dec 31, 2023 | MKL Markel Group Inc. | Sell - Position Exit | -158,715-100.0% |
Q4 2023Dec 31, 2023 | GL Globe Life Inc. | Sell - Position Exit | -831,014-100.0% |
Q4 2023Dec 31, 2023 | DHI D.R. Horton, Inc. | Sell - Position Exit | -5,969,714-100.0% |
Q4 2023Dec 31, 2023 | AAPL Apple Inc. | Sell | -10,000,382-1.1% |
Q4 2023Dec 31, 2023 | PARA Paramount Global | Sell | -30,408,484-32.4% |
Q4 2023Dec 31, 2023 | HPQ HP Inc. | Sell | -79,666,320-77.7% |
Q3 2023Sep 30, 2023 | LSXMK | Buy - Position Entry | +43,208,291 |
Q3 2023Sep 30, 2023 | LSXMA | Buy - Position Entry | +20,207,680 |
Q3 2023Sep 30, 2023 | LLYVK Liberty Media Corporation - Ser | Buy - Position Entry | +11,132,590 |
Q3 2023Sep 30, 2023 | SIRI SiriusXM Holdings Inc. | Buy - Position Entry | +9,683,224 |
Q3 2023Sep 30, 2023 | LLYVA Liberty Media Corporation - Ser | Buy - Position Entry | +5,051,918 |
Q3 2023Sep 30, 2023 | BATRK Atlanta Braves Holdings, Inc. - | Buy - Position Entry | +223,645 |
Q3 2023Sep 30, 2023 | UPS United Parcel Service, Inc. | Sell - Position Exit | -59,400-100.0% |
Q3 2023Sep 30, 2023 | AON Aon Plc | Sell | -235,000-5.4% |
Q3 2023Sep 30, 2023 | MKL Markel Group Inc. | Sell | -312,946-66.3% |
Q3 2023Sep 30, 2023 | PG Procter & Gamble Company (The) | Sell - Position Exit | -315,400-100.0% |
Q3 2023Sep 30, 2023 | JNJ Johnson & Johnson | Sell - Position Exit | -327,100-100.0% |
Q3 2023Sep 30, 2023 | AMZN Amazon.com, Inc. | Sell | -551,000-5.2% |
Q3 2023Sep 30, 2023 | MDLZ Mondelez International, Inc. | Sell - Position Exit | -578,000-100.0% |
Q3 2023Sep 30, 2023 | GL Globe Life Inc. | Sell | -1,684,560-67.0% |
Q3 2023Sep 30, 2023 | CE Celanese Corporation | Sell - Position Exit | -5,358,535-100.0% |
Q3 2023Sep 30, 2023 | CVX Chevron Corporation | Sell | -12,871,831-10.5% |
Q3 2023Sep 30, 2023 | HPQ HP Inc. | Sell | -18,433,783-15.2% |
Q3 2023Sep 30, 2023 | GM General Motors Company | Sell - Position Exit | -22,000,000-100.0% |
Q2 2023Jun 30, 2023 | OXY Occidental Petroleum Corporatio | Buy | +12,422,073+5.9% |
Q2 2023Jun 30, 2023 | DHI D.R. Horton, Inc. | Buy - Position Entry | +5,969,714 |
Q2 2023Jun 30, 2023 | COF Capital One Financial Corporati | Buy | +2,549,030+25.7% |