Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: New TSM LPX JEF positions
Highlights from 2022 Q3 filing as compared to Q3 2022:
- New positions in: TSM (~60.06 mln shares), LPX (~5.8 mln), JEF (~0.43 mln)
- Increased positions in: OXY (to ~194.35 mln shares from ~158.55 mln shares), PARA (to ~91.22 mln from ~78.42 mln), CE (to ~9.71 mln from ~9.16 mln), RH (to ~2.36 mln from ~2.17 mln), CVX (to ~165.36 mln from ~161.44 mln)
- Maintained positions in: BAC (~1010.1 mln shares), AAPL (~894.8 mln shares), KO (~400 mln shares), KHC (~325.63 mln shares) AXP (~151.61 mln shares), DVA (~36.1 mln shares), MCO (~24.67 mln shares)
- Closed positions in: BK (from ~72.36 mln shares), VRSN (from ~12.82 mln), STOR (from ~6.93 mln), GL (from ~6.35 mln)
- Decreased positions in: USB (to ~77.79 mln shares from ~119.81 mln shares), ATVI (to ~60.14 mln from ~68.4 mln), GM (to ~50 mln from ~52.88 mln), KR (to ~50.27 mln from ~52.44 mln)