Warren Buffett - Berkshire Hathaway Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 36 | |
| Portfolio Value | $258.70B | |
| Portfolio Value | $258701144516 |
Berkshire Hathaway Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 6.3 years | Style | Average duration positions are maintained |
| Position Count | 81 | Style | Number of active positions in portfolio |
| Position Size | 1.7% | Risk | Typical allocation per position |
| Win Rate | 52.1% | Performance | Percentage of profitable positions |
| Average Return | 2205.1% | Performance | Mean return across positions |
| Sharpe Ratio | 0.09 | Performance | Return per unit of risk taken |
Investment Case Study: AMERICAN EXPRESS CO (AXP)
6/30/2013 - 7/16/2025
Performance Metrics
Total Return: 0.00%
Holding Period: 4399 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