Warren Buffett - Berkshire Hathaway Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 41 | |
| Portfolio Value | $257.52B |
Berkshire Hathaway Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 6.4 years | Style | Average duration positions are maintained |
| Position Count | 87 | Style | Number of active positions in portfolio |
| Position Size | 1.7% | Risk | Typical allocation per position |
| Win Rate | 54.5% | Performance | Percentage of profitable positions |
| Average Return | 1475.4% | Performance | Mean return across positions |
| Sharpe Ratio | 0.11 | Performance | Return per unit of risk taken |
Investment Case Study: AMERICAN EXPRESS CO (AXP)
6/30/2013 - 9/3/2025
Performance Metrics
Total Return: 0.00%
Holding Period: 4448 days
Max Position Size: $11,334,417.00
Position Weight: 12.80%
Key Events
6/30/2013: ENTRY(151,610,700.00 shares) @ $0.07
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure