Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q2 2025)
According to the SEC 13F filed on Aug 14, 2025, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2025, the filing reported:
New Buys - D.R. Horton, Inc., Allegion, Lamar Advertising Company, Lennar Corporation, Nucor Corporation, and 1 more
Increases - Chevron Corporation, Domino's Pizza Inc, Heico Corporation, Lennar Corporation, Pool Corporation, and 1 more
Reductions - Apple Inc., Bank of America Corporation, Charter Communications, Inc., DaVita Inc., Liberty Media Corporation - Ser
Complete Exits - T-Mobile US, 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 2025
|
AAPL
Apple Inc.
|
Sell |
-20,000,000
|
|
Q2 2025
|
BAC
Bank of America Corporation
|
Sell |
-26,306,156
|
|
Q2 2025
|
CHTR
Charter Communications, Inc.
|
Sell |
-923,377
|
|
Q2 2025
|
CVX
Chevron Corporation
|
Buy |
+3,454,258
|
|
Q2 2025
|
DHI
D.R. Horton, Inc.
|
Buy - Position Entry |
+1,485,350
|
|
Q2 2025
|
DPZ
Domino's Pizza Inc
|
Buy |
+13,255
|
|
Q2 2025
|
DVA
DaVita Inc.
|
Sell |
-1,345,938
|
|
Q2 2025
|
FWONK
Liberty Media Corporation - Ser
|
Sell |
-493,445
|
|
Q2 2025
|
G0176J109
Allegion
|
Buy - Position Entry |
+780,133
|
|
Q2 2025
|
HEI-A
Heico Corporation
|
Buy |
+132,524
|
|
Q2 2025
|
LAMR
Lamar Advertising Company
|
Buy - Position Entry |
+1,169,507
|
|
Q2 2025
|
LEN
Lennar Corporation
|
Buy - Position Entry |
+7,048,993
|
|
Q2 2025
|
LEN-B
Lennar Corporation
|
Buy |
+28,358
|
|
Q2 2025
|
NUE
Nucor Corporation
|
Buy - Position Entry |
+6,614,112
|
|
Q2 2025
|
POOL
Pool Corporation
|
Buy |
+1,994,885
|
|
Q2 2025
|
STZ
Constellation Brands, Inc.
|
Buy |
+1,391,000
|
|
Q2 2025
|
TMUS
T-Mobile US, Inc.
|
Sell - Position Exit |
-3,883,145
|
|
Q2 2025
|
UNH
UnitedHealth Group Incorporated
|
Buy - Position Entry |
+5,039,564
|