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Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q4 2024)

As of Dec 31, 2024, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 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 Q4 2024, the filing reported:

New Buys - Constellation Brands, Inc.

Increases - Domino's Pizza Inc, Occidental Petroleum Corporatio, Pool Corporation, SiriusXM Holdings Inc, VeriSign, Inc.

Reductions - Bank of America Corporation, Citigroup, Inc., Charter Communications, Inc., Capital One Financial Corporati, Liberty Media Corporation - Ser, and 3 more

Complete Exits - SPDR S&P 500, Ulta Beauty, Inc., Vanguard S&P 500 ETF

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2024	BAC Bank of America Corporation	Bank of America Corporation	Sell	-117,449,720	-14.7%	$29.90B	680,233,587
Q4 2024	C Citigroup, Inc.	Citigroup, Inc.	Sell	-40,605,295	-73.5%	$1.03B	14,639,502
Q4 2024	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-830,120	-29.4%	$682.72M	1,991,759
Q4 2024	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-1,650,000	-18.1%	$1.33B	7,450,000
Q4 2024	DPZ Domino's Pizza Inc	Domino's Pizza Inc	Buy	+1,104,744	+86.5%	$999.87M	2,382,000
Q4 2024	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-921,091	-11.9%	$630.21M	6,801,360
Q4 2024	G6683N103 Nu Holdings	Nu Holdings	Sell	-46,258,829	-53.5%	$416.27M	40,180,168
Q4 2024	LPX Louisiana-Pacific Corporation	Louisiana-Pacific Corporation	Sell	-300,000	-5.0%	$586.59M	5,664,793
Q4 2024	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Buy	+8,896,890	+3.5%	$13.05B	264,178,414
Q4 2024	POOL Pool Corporation	Pool Corporation	Buy	+194,632	+48.2%	$204.12M	598,689
Q4 2024	SIRI SiriusXM Holdings Inc	SiriusXM Holdings Inc	Buy	+12,313,544	+11.7%	$2.68B	117,468,573
Q4 2024	SPY SPDR S&P 500	SPDR S&P 500	Sell - Position Exit	-39,400	-100.0%	$0.00	-
Q4 2024	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Buy - Position Entry	+5,624,324	-	$1.24B	5,624,324
Q4 2024	TMUS T-Mobile US, Inc.	T-Mobile US, Inc.	Sell	-322,000	-6.9%	$960.18M	4,350,000
Q4 2024	ULTA Ulta Beauty, Inc.	Ulta Beauty, Inc.	Sell - Position Exit	-24,203	-100.0%	$0.00	-
Q4 2024	VOO Vanguard S&P 500 ETF	Vanguard S&P 500 ETF	Sell - Position Exit	-43,000	-100.0%	$0.00	-
Q4 2024	VRSN VeriSign, Inc.	VeriSign, Inc.	Buy	+455,844	+3.6%	$2.75B	13,271,457