Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: New SIRI LLYVK / LLYVA BATRK positions; Exited GM CE MDLZ JNJ PG UPS (354.25)
Highlights from Q3 2023 filing as compared to Q2 2023:
- New positions in: LLYVK (~11.13 mln shares), SIRI (~9.68 mln), LLYVA (~5.05 mln), BATRK (~0.22 mln)
- Maintained positions in: BAC (~1032.85 mln shares), AAPL (~915.56 mln shares), KO (~400 mln shares), KHC (~325.63 mln shares), OXY (~224.13 mln shares), AXP (~151.61 mln shares), DVA (~36.1 mln shares), MCO (~24.67 mln shares)
- Closed positions in: GM (from ~22 mln shares), CE (from ~5.36 mln), MDLZ (from ~0.58 mln), JNJ (from ~0.33 mln), PG (from ~0.32 mln), UPS (from ~0.06 mln)
- Decreased positions in: HPQ (confirms lowered to ~102.52 mln shares from ~120.95 mln shares), CVX (to ~110.25 mln from ~123.12 mln), GL (to ~0.83 mln from ~2.52 mln), AMZN (to ~10 mln from ~10.55 mln), MKL (to ~0.16 mln from ~0.47 mln), AON (to ~4.1 mln from ~4.34 mln)