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 2022Dec 31, 2022 | G6683N103 Nu Holdings | Buy - Position Entry | +107,118,784 |
Q4 2022Dec 31, 2022 | PARA Paramount Global | Buy | +2,420,679+2.7% |
Q4 2022Dec 31, 2022 | LPX Louisiana-Pacific Corporation | Buy | +1,249,003+21.5% |
Q4 2022Dec 31, 2022 | AAPL Apple Inc. | Buy | +333,856+0.0% |
Q4 2022Dec 31, 2022 | ALLY Ally Financial Inc. | Sell | -200,000-0.7% |
Q4 2022Dec 31, 2022 | KR Kroger Company (The) | Sell | -268,823-0.5% |
Q4 2022Dec 31, 2022 | MCK McKesson Corporation | Sell | -342,830-10.7% |
Q4 2022Dec 31, 2022 | CVX Chevron Corporation | Sell | -2,383,547-1.4% |
Q4 2022Dec 31, 2022 | BK The Bank of New York Mellon Cor | Sell | -37,141,011-59.7% |
Q4 2022Dec 31, 2022 | TSM Taiwan Semiconductor Manufactur | Sell | -51,768,156-86.2% |
Q4 2022Dec 31, 2022 | USB U.S. Bancorp | Sell | -71,117,379-91.4% |
Q3 2022Sep 30, 2022 | TSM Taiwan Semiconductor Manufactur | Buy - Position Entry | +60,060,880 |
Q3 2022Sep 30, 2022 | OXY Occidental Petroleum Corporatio | Buy | +35,801,921+22.6% |
Q3 2022Sep 30, 2022 | PARA Paramount Global | Buy | +12,794,865+16.3% |
Q3 2022Sep 30, 2022 | LPX Louisiana-Pacific Corporation | Buy - Position Entry | +5,795,906 |
Q3 2022Sep 30, 2022 | CVX Chevron Corporation | Buy | +3,919,169+2.4% |
Q3 2022Sep 30, 2022 | CE Celanese Corporation | Buy | +553,469+6.0% |
Q3 2022Sep 30, 2022 | JEF Jefferies Financial Group Inc. | Buy - Position Entry | +433,558 |
Q3 2022Sep 30, 2022 | RH RH | Buy | +190,000+8.8% |
Q3 2022Sep 30, 2022 | KR Kroger Company (The) | Sell | -2,168,472-4.1% |
Q3 2022Sep 30, 2022 | GM General Motors Company | Sell | -2,877,359-5.4% |
Q3 2022Sep 30, 2022 | BK The Bank of New York Mellon Cor | Sell | -10,146,575-14.0% |
Q3 2022Sep 30, 2022 | USB U.S. Bancorp | Sell | -42,016,921-35.1% |
Q2 2022Jun 30, 2022 | OXY Occidental Petroleum Corporatio | Buy | +22,176,729+16.3% |
Q2 2022Jun 30, 2022 | ALLY Ally Financial Inc. | Buy | +21,030,580+234.5% |
Q2 2022Jun 30, 2022 | AMZN Amazon.com, Inc. | Buy | +10,132,700+1900.0% |
Q2 2022Jun 30, 2022 | PARA Paramount Global | Buy | +9,473,885+13.7% |
Q2 2022Jun 30, 2022 | AAPL Apple Inc. | Buy | +3,878,909+0.4% |
Q2 2022Jun 30, 2022 | CVX Chevron Corporation | Buy | +2,262,032+1.4% |
Q2 2022Jun 30, 2022 | CE Celanese Corporation | Buy | +1,275,716+16.2% |