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)
Reductions –
None reported
Complete Exits –
None reported
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 |
|---|---|---|---|
Q2 2025 | LEN Lennar Corporation | Buy - Position Entry | +7,048,993 |
Q2 2025 | NUE Nucor Corporation | Buy - Position Entry | +6,614,112 |
Q2 2025 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +5,039,564 |
Q2 2025 | CVX Chevron Corporation | Buy | +3,454,258 |
Q2 2025 | POOL Pool Corporation | Buy | +1,994,885 |
Q2 2025 | DHI D.R. Horton, Inc. | Buy - Position Entry | +1,485,350 |
Q2 2025 | STZ Constellation Brands, Inc. | Buy | +1,391,000 |
Q2 2025 | LAMR Lamar Advertising Company | Buy - Position Entry | +1,169,507 |
Q2 2025 | G0176J109 Allegion | Buy - Position Entry | +780,133 |
Q2 2025 | HEI-A Heico Corporation | Buy | +132,524 |