Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q2 2024)
According to the SEC 13F filed on Aug 14, 2024, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2024. 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 Q2 2024, the filing reported:
New Buys - Heico Corporation, Ulta Beauty, Inc.
Reductions - Apple Inc., Capital One Financial Corporati, Chevron Corporation, Floor & Decor Holdings, Inc., Liberty Media Corporation - Ser, and 3 more
Complete Exits - Paramount Global, Snowflake 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 |
|---|---|---|---|
|
Q2 2024
|
AAPL
Apple Inc.
|
Sell |
-389,368,450
|
|
Q2 2024
|
CB
Chubb Limited
|
Buy |
+1,109,944
|
|
Q2 2024
|
COF
Capital One Financial Corporati
|
Sell |
-2,651,978
|
|
Q2 2024
|
CVX
Chevron Corporation
|
Sell |
-4,369,673
|
|
Q2 2024
|
FND
Floor & Decor Holdings, Inc.
|
Sell |
-802,130
|
|
Q2 2024
|
HEI-A
Heico Corporation
|
Buy - Position Entry |
+1,044,242
|
|
Q2 2024
|
LLYVA
Liberty Media Corporation - Ser
|
Sell |
-65,330
|
|
Q2 2024
|
LLYVK
Liberty Media Corporation - Ser
|
Sell |
-214,929
|
|
Q2 2024
|
LPX
Louisiana-Pacific Corporation
|
Sell |
-633,154
|
|
Q2 2024
|
Buy |
+2,426,595
|
|
|
Q2 2024
|
Buy |
+4,516,609
|
|
|
Q2 2024
|
OXY
Occidental Petroleum Corporatio
|
Buy |
+7,263,396
|
|
Q2 2024
|
PARA
Paramount Global
|
Sell - Position Exit |
-7,531,765
|
|
Q2 2024
|
SIRI
SiriusXM Holdings Inc
|
Buy |
+96,196,301
|
|
Q2 2024
|
SNOW
Snowflake Inc.
|
Sell - Position Exit |
-6,125,376
|
|
Q2 2024
|
TMUS
T-Mobile US, Inc.
|
Sell |
-570,000
|
|
Q2 2024
|
ULTA
Ulta Beauty, Inc.
|
Buy - Position Entry |
+690,106
|