Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q1 2020)
According to the SEC 13F filed on Aug 14, 2026, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2020. 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 Q1 2020, the filing reported:
New Buys - None reported
Reductions - American Airlines Group, Inc., Amazon.com, Inc., Axalta, Biogen Inc., DaVita Inc., and 10 more
Complete Exits - Phillips 66, The Travelers Companies, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2020
|
AAL
American Airlines Group, Inc.
|
Sell |
-591,000
|
|
Q1 2020
|
AMZN
Amazon.com, Inc.
|
Sell |
-4,000
|
|
Q1 2020
|
AXTA
Axalta
|
Sell |
-194,000
|
|
Q1 2020
|
BIIB
Biogen Inc.
|
Sell |
-5,425
|
|
Q1 2020
|
DAL
Delta Air Lines, Inc.
|
Buy |
+976,507
|
|
Q1 2020
|
DVA
DaVita Inc.
|
Sell |
-470,000
|
|
Q1 2020
|
GM
General Motors Company
|
Sell |
-319,000
|
|
Q1 2020
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-10,084,571
|
|
Q1 2020
|
JPM
JP Morgan Chase & Co.
|
Sell |
-1,800,499
|
|
Q1 2020
|
LILA
Liberty Latin America Ltd
|
Sell |
-84,062
|
|
Q1 2020
|
LUV
Southwest Airlines Company
|
Sell |
-6,500
|
|
Q1 2020
|
PNC
PNC Financial Services Group, I
|
Buy |
+526,930
|
|
Q1 2020
|
PSX
Phillips 66
|
Sell - Position Exit |
-227,436
|
|
Q1 2020
|
SIRI
SiriusXM Holdings Inc
|
Sell |
-3,857,000
|
|
Q1 2020
|
SU
Suncor Energy Inc.
|
Sell |
-70,000
|
|
Q1 2020
|
SYF
Synchrony Financial
|
Sell |
-675,000
|
|
Q1 2020
|
TEVA
Teva Pharmaceutical Industries
|
Sell |
-460,000
|
|
Q1 2020
|
TRV
The Travelers Companies, Inc.
|
Sell - Position Exit |
-312,379
|
|
Q1 2020
|
UAL
United Airlines Holdings, Inc.
|
Buy |
+218,966
|
|
Q1 2020
|
VRSN
VeriSign, Inc.
|
Sell |
-137,132
|