Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q1 2020)
As of Mar 31, 2020, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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
|