Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q3 2025)
As of Sep 30, 2025, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 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 Q3 2025, the filing reported:
New Buys - Alphabet Inc.
Increases - Chubb Limited, Domino's Pizza Inc, Lamar Advertising Company, Lennar Corporation, Lennar Corporation, and 1 more
Reductions - Apple Inc., Bank of America Corporation, DaVita Inc., Nucor Corporation, VeriSign, Inc.
Complete Exits - D.R. Horton, 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 |
|---|---|---|---|
|
Q3 2025
|
AAPL
Apple Inc.
|
Sell |
-41,787,236
|
|
Q3 2025
|
BAC
Bank of America Corporation
|
Sell |
-37,197,363
|
|
Q3 2025
|
CB
Chubb Limited
|
Buy |
+4,299,111
|
|
Q3 2025
|
DHI
D.R. Horton, Inc.
|
Sell - Position Exit |
-1,485,350
|
|
Q3 2025
|
DPZ
Domino's Pizza Inc
|
Buy |
+348,077
|
|
Q3 2025
|
DVA
DaVita Inc.
|
Sell |
-1,635,962
|
|
Q3 2025
|
GOOGL
Alphabet Inc.
|
Buy - Position Entry |
+17,846,142
|
|
Q3 2025
|
LAMR
Lamar Advertising Company
|
Buy |
+32,603
|
|
Q3 2025
|
LEN
Lennar Corporation
|
Buy |
+1,957
|
|
Q3 2025
|
LEN-B
Lennar Corporation
|
Buy |
+50
|
|
Q3 2025
|
NUE
Nucor Corporation
|
Sell |
-206,363
|
|
Q3 2025
|
SIRI
SiriusXM Holdings Inc
|
Buy |
+5,030,425
|
|
Q3 2025
|
VRSN
VeriSign, Inc.
|
Sell |
-4,300,000
|