Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q1 2025)
According to the SEC 13F filed on May 15, 2025, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 Q1 2025, the filing reported:
New Buys - None reported
Increases - Domino's Pizza Inc, Heico Corporation, Occidental Petroleum Corporatio, Pool Corporation, SiriusXM Holdings Inc, and 2 more
Reductions - Bank of America Corporation, Charter Communications, Inc., Capital One Financial Corporati, DaVita Inc., Liberty Media Corporation - Ser, and 1 more
Complete Exits - Citigroup, Inc., Nu Holdings
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 2025
|
BAC
Bank of America Corporation
|
Sell |
-48,660,056
|
|
Q1 2025
|
C
Citigroup, Inc.
|
Sell - Position Exit |
-14,639,502
|
|
Q1 2025
|
CHTR
Charter Communications, Inc.
|
Sell |
-7,500
|
|
Q1 2025
|
COF
Capital One Financial Corporati
|
Sell |
-300,000
|
|
Q1 2025
|
DPZ
Domino's Pizza Inc
|
Buy |
+238,613
|
|
Q1 2025
|
DVA
DaVita Inc.
|
Sell |
-953,091
|
|
Q1 2025
|
FWONK
Liberty Media Corporation - Ser
|
Sell |
-3,289,360
|
|
Q1 2025
|
G6683N103
Nu Holdings
|
Sell - Position Exit |
-40,180,168
|
|
Q1 2025
|
HEI-A
Heico Corporation
|
Buy |
+112,401
|
|
Q1 2025
|
OXY
Occidental Petroleum Corporatio
|
Buy |
+763,017
|
|
Q1 2025
|
POOL
Pool Corporation
|
Buy |
+865,311
|
|
Q1 2025
|
SIRI
SiriusXM Holdings Inc
|
Buy |
+2,308,119
|
|
Q1 2025
|
STZ
Constellation Brands, Inc.
|
Buy |
+6,384,676
|
|
Q1 2025
|
TMUS
T-Mobile US, Inc.
|
Sell |
-466,855
|
|
Q1 2025
|
VRSN
VeriSign, Inc.
|
Buy |
+18,423
|