Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: Lowers GS JPM SIRI positions, no new positions (note Buffett has since exited airline names)
Highlights from 2020 Q1 filing as compared to Q4 2019:
- Increased positions in: PNC (to ~9.2 mln shares from ~8.67 mln shares), DAL (to ~71.89 mln from ~70.91 mln)
- Maintained positions in: BAC (~925.01 mln shares), KO (~400 mln shares), KHC (~325.63 mln shares), WFC (~323.21 mln shares), AAPL (~245.16 mln shares), AXP (~151.61 mln shares), USB (~132.46 mln shares), BK (~79.77 mln shares), MCO (~24.67 mln shares)
- Closed positions in: TRV (from ~0.31 mln shares), PSX (from ~0.23 mln)
- Decreased positions in: GS (to ~1.92 mln shares from ~12 mln shares), SIRI (to ~132.42 mln from ~136.28 mln), JPM (to ~57.71 mln from ~59.51 mln), SYF (to ~20.13 mln from ~20.8 mln), LILA (to ~2.63 mln from ~2.71 mln)
