Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q2 2025)
As of Jun 30, 2025, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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
|