Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q3 2023)
As of Sep 30, 2023, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 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
|