Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: New LEN NUE UNH DHI LAMR ALLE positions, Cut BAC AAPL DVA CHTR FWONK holdings
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New: LEN (7.05 mln shares), NUE (6.61 mln), UNH (5.04 mln), DHI (1.49 mln), LAMR (1.17 mln), ALLE (0.78 mln)
- Increased: CVX (to 122.06 mln shares from 118.61 mln shares), POOL (to 3.46 mln from 1.46 mln), STZ (to 13.4 mln from 12.01 mln), HEI (to 1.29 mln from 1.16 mln), LEN.B (to 0.18 mln from 0.15 mln)
- Maintained: KO (400 mln shares), KHC (325.63 mln shares), OXY (264.94 mln shares), AXP (151.61 mln shares), SIRI (119.78 mln shares), KR (50 mln shares), CB (27.03 mln shares), MCO (24.67 mln shares), VRSN (13.29 mln shares),
- Exited: TMUS (from 3.88 mln shares)
- Decreased: BAC (to 605.27 mln shares from 631.57 mln shares), AAPL (to 280 mln from 300 mln), DVA (to 33.8 mln from 35.14 mln), CHTR (to 1.06 mln from 1.98 mln), FWONK (to 3.02 mln from 3.51 mln)