Warren Buffett Holdings Activity

Berkshire Hathaway Portfolio 13F

Berkshire Hathaway has disclosed a total of 18 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 8, bought 3 totally new, decreased the number of shares of 6 and completely sold out 1 position(s).

What stocks is Warren Buffett buying now?

In the recent quarter Warren Buffett has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (UNH) UNITEDHEALTH GROUP INC (new buy), (POOL) POOL CORP (added shares +136.26%), (LEN) LENNAR CORP-A (added shares +265.24%), (CVX) CHEVRON CORP (added shares +2.91%) and (STZ) CONSTELLATION BRANDS INC-A (added shares +11.58%).

What does Warren Buffett invest in?

Warren Buffett's top 5 holdings (by % of portfolio) are (AAPL) APPLE INC (22.31%), (AXP) AMERICAN EXPRESS CO (18.78%), (BAC) BANK OF AMERICA CORP (11.12%), (KO) COCA-COLA CO/THE (10.99%) and (CVX) CHEVRON CORP (6.79%).

In the latest report(s) the following changes have been made to the top investments: (AAPL) APPLE INC (reduced shares -6.67%), (BAC) BANK OF AMERICA CORP (reduced shares -4.17%) and (CVX) CHEVRON CORP (added shares +2.91%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q2 (3 results)
LAMR
LAMAR ADVERTISING CO-A NEW
buy
+1,169,507
+0.06%
$121.36
5.21% $127.68
0.06%
UNH
UNITEDHEALTH GROUP INC
buy
+5,039,564
+0.61%
$311.97
13.90% $355.34
0.61%
ALLE
ALLEGION PLC
buy
+780,133
+0.04%
$144.12
22.56% $176.63
0.04%
2025 Q1 (3 results)
DHI
DR HORTON INC
buy
+1,512,371
+0.07%
$127.13
42.19% $180.76
0.07%
LEN
LENNAR CORP-A
buy
+1,929,972
+0.09%
$114.78
21.85% $139.86
0.09%
NUE
NUCOR CORP
buy
+5,756,510
+0.27%
$120.34
19.44% $143.73
0.27%
2024 Q4 (1 result)
STZ
CONSTELLATION BRANDS INC-A
buy
+5,624,324
+0.47%
$221.00
34.95% $143.75
0.47%
2024 Q3 (3 results)
DPZ
DOMINO'S PIZZA INC
buy
+1,277,256
+0.21%
$430.14
5.91% $455.54
0.21%
POOL
POOL CORP
buy
+404,057
+0.06%
$376.80
12.42% $330.01
0.06%
SIRI
SIRIUS XM HOLDINGS INC
buy
+105,155,029
+0.93%
$23.65
0.72% $23.82
0.93%
2024 Q2 (2 results)
HEI.A
HEICO CORP INC CL A
buy
+1,044,242
+0.07%
$177.52
41.96% $252.01
0.07%
ULTA
ULTA BEAUTY INC
buy
+690,106
+0.10%
$385.87
34.59% $519.34
0.10%
2023 Q3 (7 results)
BATRK
ATLANTA BRAVES HOLDINGS IN-C
buy
+223,645
+0.00%
$35.73
18.28% $42.26
0.00%
CB
CHUBB LTD
buy
+8,143,530
+0.54%
$208.18
34.84% $280.72
0.54%
LLYVK
LIBERTY MEDIA CORP-LIBERTY-C
buy
+11,132,590
+0.11%
$32.10
216.42% $101.57
0.11%
LLYVA
LIBERTY MEDIA CORP-LIBERTY-A
buy
+5,051,918
+0.05%
$31.92
208.83% $98.58
0.05%
LSXMK
LIBERTY MEDIA CORP-LIBER-NEW
buy
+43,208,291
+0.35%
$25.46
12.45% $22.29
0.35%
LSXMA
LIBERTY MEDIA CORP-CL A NEW
buy
+20,207,680
+0.16%
$25.45
12.42% $22.29
0.16%
SIRI
SIRIUS XM HOLDINGS INC
buy
+9,683,224
+0.01%
$4.52
427.21% $23.83
0.01%
2023 Q2 (3 results)
DHI
DR HORTON INC
buy
+5,969,714
+0.21%
$121.69
48.54% $180.76
0.21%
LEN.B
LENNAR CORP - B SHS
buy
+152,572
+0.00%
$112.98
18.56% $133.95
0.00%
NVR
NVR INC
buy
+11,112
+0.02%
$6,350.62
34.46% $8,539.00
0.02%
2023 Q1 (3 results)
COF
CAPITAL ONE FINANCIAL CORP
buy
+9,922,000
+0.29%
$96.16
132.24% $223.32
0.29%
DEO
DIAGEO PLC-SPONSORED ADR
buy
+227,750
+0.01%
$181.18
42.54% $104.10
0.01%
VTS
VITESSE ENERGY INC
buy
+51,026
+0.00%
$19.03
34.73% $25.64
0.00%
2022 Q3 (3 results)
JEF
JEFFERIES FINANCIAL GROUP IN
buy
+433,558
+0.00%
$29.50
125.93% $66.65
0.00%
LPX
LOUISIANA-PACIFIC CORP
buy
+5,795,906
+0.10%
$51.19
89.33% $96.92
0.10%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
buy
+60,060,880
+1.39%
$68.56
278.05% $259.19
1.39%
2022 Q1 (8 results)
VIAC
VIACOMCBS INC - CLASS B
buy
+68,947,760
+0.72%
$37.81
21.77% $29.58
0.72%
ALLY
ALLY FINANCIAL INC
buy
+8,969,420
+0.11%
$43.48
4.85% $41.37
0.11%
CE
CELANESE CORP
buy
+7,880,998
+0.31%
$142.87
67.42% $46.54
0.31%
C
CITIGROUP INC COM NEW
buy
+55,155,797
+0.81%
$53.40
84.38% $98.46
0.81%
HPQ
HP INC
buy
+104,476,035
+1.04%
$36.30
21.68% $28.43
1.04%
MKL
MARKEL CORP
buy
+420,293
+0.17%
$1,475.24
32.26% $1,951.21
0.17%
MCK
MCKESSON CORP
buy
+2,921,975
+0.25%
$306.13
136.63% $724.39
0.25%
OXY
OCCIDENTAL PETROLEUM CORP
buy
+136,373,000
+2.13%
$56.74
18.98% $45.97
2.13%
2021 Q4 (3 results)
NU
NU HOLDINGS LTD/CAYMAN ISL-A
buy
+107,118,784
+0.30%
$9.38
65.88% $15.56
0.30%
ATVI
ACTIVISION BLIZZARD INC
buy
+14,658,121
+0.29%
$66.53
41.92% $94.42
0.29%
FWONK
LIBERTY MEDIA CORP-LIBERTY-C
buy
+2,118,746
+0.04%
$63.24
60.93% $101.77
0.04%
2021 Q3 (2 results)
FND
FLOOR & DECOR HOLDINGS INC-A
buy
+816,863
+0.03%
$120.79
25.71% $89.73
0.03%
RPRX
ROYALTY PHARMA PLC- CL A
buy
+13,145,902
+0.16%
$36.14
1.69% $36.75
0.16%
2021 Q2 (1 result)
OGN
ORGANON & CO
buy
+1,550,481
+0.02%
$30.26
64.97% $10.60
0.00%
2021 Q1 (1 result)
AON
AON PLC-CLASS A
buy
+4,096,146
+0.35%
$230.11
60.94% $370.34
0.35%
43 of 104

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.