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 |
|---|---|---|---|
Q2 2022Jun 30, 2022 | MCK McKesson Corporation | Buy | +276,369+9.5% |
Q2 2022Jun 30, 2022 | MKL Markel Group Inc. | Buy | +47,318+11.3% |
Q2 2022Jun 30, 2022 | VZ Verizon Communications Inc. | Sell - Position Exit | -1,380,111-100.0% |
Q2 2022Jun 30, 2022 | RPRX Royalty Pharma | Sell - Position Exit | -1,496,372-100.0% |
Q2 2022Jun 30, 2022 | KR Kroger Company (The) | Sell | -5,547,968-9.6% |
Q2 2022Jun 30, 2022 | USB U.S. Bancorp | Sell | -6,612,752-5.2% |
Q2 2022Jun 30, 2022 | GM General Motors Company | Sell | -9,168,488-14.8% |
Q1 2022Mar 31, 2022 | OXY Occidental Petroleum Corporatio | Buy - Position Entry | +136,373,000 |
Q1 2022Mar 31, 2022 | CVX Chevron Corporation | Buy | +120,933,081+316.2% |
Q1 2022Mar 31, 2022 | HPQ HP Inc. | Buy - Position Entry | +104,476,035 |
Q1 2022Mar 31, 2022 | PARA Paramount Global | Buy - Position Entry | +68,947,760 |
Q1 2022Mar 31, 2022 | C Citigroup, Inc. | Buy - Position Entry | +55,155,797 |
Q1 2022Mar 31, 2022 | ALLY Ally Financial Inc. | Buy - Position Entry | +8,969,420 |
Q1 2022Mar 31, 2022 | CE Celanese Corporation | Buy - Position Entry | +7,880,998 |
Q1 2022Mar 31, 2022 | FWONK Liberty Media Corp Formula One Group | Buy | +5,603,705+264.5% |
Q1 2022Mar 31, 2022 | FND Floor & Decor Holdings, Inc. | Buy | +3,936,291+466.5% |
Q1 2022Mar 31, 2022 | AAPL Apple Inc. | Buy | +3,787,856+0.4% |
Q1 2022Mar 31, 2022 | MCK McKesson Corporation | Buy - Position Entry | +2,921,975 |
Q1 2022Mar 31, 2022 | GM General Motors Company | Buy | +2,045,847+3.4% |
Q1 2022Mar 31, 2022 | MKL Markel Group Inc. | Buy - Position Entry | +420,293 |
Q1 2022Mar 31, 2022 | RH RH | Buy | +353,453+19.5% |
Q1 2022Mar 31, 2022 | WFC Wells Fargo & Company | Sell - Position Exit | -675,054-100.0% |
Q1 2022Mar 31, 2022 | ABBV AbbVie Inc. | Sell - Position Exit | -3,033,561-100.0% |
Q1 2022Mar 31, 2022 | KR Kroger Company (The) | Sell | -3,427,647-5.6% |
Q1 2022Mar 31, 2022 | BMY Bristol-Myers Squibb Company | Sell - Position Exit | -5,202,674-100.0% |
Q1 2022Mar 31, 2022 | RPRX Royalty Pharma | Sell | -7,151,896-82.7% |
Q1 2022Mar 31, 2022 | VZ Verizon Communications Inc. | Sell | -157,444,464-99.1% |
Q4 2021Dec 31, 2021 | CVX Chevron Corporation | Buy | +9,541,517+33.2% |
Q4 2021Dec 31, 2021 | FWONK Liberty Media Corp Formula One Group | Buy - Position Entry | +2,118,746 |
Q4 2021Dec 31, 2021 | FND Floor & Decor Holdings, Inc. | Buy | +26,846+3.3% |