Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q3 2023)
According to the SEC 13F filed on Nov 14, 2023, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2023. 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 Q3 2023, the filing reported:
New Buys - Atlanta Braves Holdings, Inc. -, Liberty Media Corporation - Ser, Liberty Media Corporation - Ser, , , and 1 more
Increases - None reported
Complete Exits - Celanese Corporation, General Motors Company, Johnson & Johnson, Mondelez International, Inc., Procter & Gamble Company (The), and 1 more
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 |
|---|---|---|---|
|
Q3 2023
|
AMZN
Amazon.com, Inc.
|
Sell |
-551,000
|
|
Q3 2023
|
AON
Aon Plc
|
Sell |
-235,000
|
|
Q3 2023
|
BATRK
Atlanta Braves Holdings, Inc. -
|
Buy - Position Entry |
+223,645
|
|
Q3 2023
|
CE
Celanese Corporation
|
Sell - Position Exit |
-5,358,535
|
|
Q3 2023
|
CVX
Chevron Corporation
|
Sell |
-12,871,831
|
|
Q3 2023
|
GL
Globe Life Inc.
|
Sell |
-1,684,560
|
|
Q3 2023
|
GM
General Motors Company
|
Sell - Position Exit |
-22,000,000
|
|
Q3 2023
|
HPQ
HP Inc.
|
Sell |
-18,433,783
|
|
Q3 2023
|
JNJ
Johnson & Johnson
|
Sell - Position Exit |
-327,100
|
|
Q3 2023
|
LLYVA
Liberty Media Corporation - Ser
|
Buy - Position Entry |
+5,051,918
|
|
Q3 2023
|
LLYVK
Liberty Media Corporation - Ser
|
Buy - Position Entry |
+11,132,590
|
|
Q3 2023
|
Buy - Position Entry |
+20,207,680
|
|
|
Q3 2023
|
Buy - Position Entry |
+43,208,291
|
|
|
Q3 2023
|
MDLZ
Mondelez International, Inc.
|
Sell - Position Exit |
-578,000
|
|
Q3 2023
|
MKL
Markel Group Inc.
|
Sell |
-312,946
|
|
Q3 2023
|
PG
Procter & Gamble Company (The)
|
Sell - Position Exit |
-315,400
|
|
Q3 2023
|
SIRI
SiriusXM Holdings Inc
|
Buy - Position Entry |
+9,683,224
|
|
Q3 2023
|
UPS
United Parcel Service, Inc.
|
Sell - Position Exit |
-59,400
|