Warren Buffett – Berkshire Hathaway Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 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 Q2 2025, the filing reported:
New Buys – Lennar Corporation (LEN), Nucor Corporation (NUE), UnitedHealth Group Incorporated (UNH), D.R. Horton, Inc. (DHI), Lamar Advertising Company (LAMR), and 1 more
Increases – Chevron Corporation (CVX), Pool Corporation (POOL), Constellation Brands, Inc. (STZ), Heico Corporation (HEI-A), Lennar Corporation (LEN-B), and 1 more
Reductions – Liberty Media Corp Formula One Group (FWONK), Charter Communications, Inc. (CHTR), DaVita Inc. (DVA), Apple Inc. (AAPL), Bank of America Corporation (BAC)
Complete Exits – T-Mobile US, Inc. (TMUS)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Berkshire Hathaway Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2021Dec 31, 2021 | RH RH | Buy | +24,580+1.4% |
Q4 2021Dec 31, 2021 | MA Mastercard Incorporated | Sell | -302,000-7.0% |
Q4 2021Dec 31, 2021 | CHTR Charter Communications, Inc. | Sell | -371,685-8.8% |
Q4 2021Dec 31, 2021 | KR Kroger Company (The) | Sell | -375,000-0.6% |
Q4 2021Dec 31, 2021 | V Visa Inc. | Sell | -1,265,000-13.2% |
Q4 2021Dec 31, 2021 | MMC Marsh & McLennan Companies, Inc | Sell | -2,336,844-85.2% |
Q4 2021Dec 31, 2021 | RPRX Royalty Pharma | Sell | -4,497,634-34.2% |
Q4 2021Dec 31, 2021 | ABBV AbbVie Inc. | Sell | -11,364,927-78.9% |
Q4 2021Dec 31, 2021 | BMY Bristol-Myers Squibb Company | Sell | -16,844,262-76.4% |
Q4 2021Dec 31, 2021 | TEVA Teva Pharmaceutical Industries | Sell - Position Exit | -42,789,295-100.0% |
Q4 2021Dec 31, 2021 | SIRI SiriusXM Holdings Inc. | Sell - Position Exit | -43,658,800-100.0% |
Q3 2021Sep 30, 2021 | RPRX Royalty Pharma | Buy - Position Entry | +13,145,902 |
Q3 2021Sep 30, 2021 | CVX Chevron Corporation | Buy | +5,579,599+24.1% |
Q3 2021Sep 30, 2021 | FND Floor & Decor Holdings, Inc. | Buy - Position Entry | +816,863 |
Q3 2021Sep 30, 2021 | MA Mastercard Incorporated | Sell | -276,108-6.0% |
Q3 2021Sep 30, 2021 | V Visa Inc. | Sell | -425,000-4.3% |
Q3 2021Sep 30, 2021 | CHTR Charter Communications, Inc. | Sell | -1,012,835-19.4% |
Q3 2021Sep 30, 2021 | MMC Marsh & McLennan Companies, Inc | Sell | -1,454,937-34.7% |
Q3 2021Sep 30, 2021 | OGN Organon & Co. | Sell - Position Exit | -1,550,481-100.0% |
Q3 2021Sep 30, 2021 | USB U.S. Bancorp | Sell | -2,471,019-1.9% |
Q3 2021Sep 30, 2021 | BMY Bristol-Myers Squibb Company | Sell | -4,247,330-16.2% |
Q3 2021Sep 30, 2021 | ABBV AbbVie Inc. | Sell | -6,129,373-29.9% |
Q3 2021Sep 30, 2021 | MRK Merck & Company, Inc. | Sell - Position Exit | -9,157,192-100.0% |
Q2 2021Jun 30, 2021 | KR Kroger Company (The) | Buy | +10,727,614+21.0% |
Q2 2021Jun 30, 2021 | OGN Organon & Co. | Buy - Position Entry | +1,550,481 |
Q2 2021Jun 30, 2021 | AON Aon Plc | Buy | +299,854+7.3% |
Q2 2021Jun 30, 2021 | RH RH | Buy | +35,519+2.0% |
Q2 2021Jun 30, 2021 | CVX Chevron Corporation | Sell | -548,351-2.3% |
Q2 2021Jun 30, 2021 | BIIB Biogen Inc. | Sell - Position Exit | -643,022-100.0% |
Q2 2021Jun 30, 2021 | USB U.S. Bancorp | Sell | -798,178-0.6% |