Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: New GOLD position, confirms exiting airlines
Highlights from 2020 Q2 filing as compared to Q1 2020:
- New positions in: GOLD (~20.92 mln shares)
- Increased positions in: LSXMK (to ~43.21 mln shares from ~30.85 mln shares), STOR (to ~24.42 mln from ~18.62 mln), SU (to ~19.2 mln from ~14.95 mln), KR (to ~21.94 mln from ~18.94 mln)
- Maintained positions in: BAC (~925.01 mln shares), KO (~400 mln shares), KHC (~325.63 mln shares), AAPL (~245.16 mln shares), AXP (~151.61 mln shares), USB (~131.96 mln shares), DVA (~38.1 mln shares), MCO (~24.67 mln shares), VRSN (~12.82 mln shares),
- Closed positions in: DAL (from ~71.89 mln shares), LUV (from ~53.64 mln), AAL (from ~41.91 mln), UAL (from ~22.16 mln), OXY (from ~18.93 mln), QSR (from ~8.44 mln), GS (from ~1.92 mln)
- Decreased positions in: WFC (to ~237.58 mln shares from ~323.21 mln shares), SIRI (to ~50 mln from ~132.42 mln), JPM (to ~22.21 mln from ~57.71 mln), BK (to ~72.36 mln from ~79.77 mln), PNC (to ~5.35 mln from ~9.2 mln), MTB (to ~4.54 mln from ~5.38 mln), V (to ~9.99 mln from ~10.56 mln), MA (to ~4.56 mln from ~4.93 mln), CHTR (to ~5.21 mln from ~5.43 mln)