Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q1 2025)
As of Mar 31, 2025, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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 Corp Formula One Group, 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 Corp Formula One Group
|
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
|