Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q2 2024)
As of Jun 30, 2024, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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
|