Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: Increased SIRI OXY (affirmed) holdings; Exited STNE DHI GL MKL; Lowered HPQ PARA holdings (398.68 +3.88)
Highlights from Q4 2023 filing as compared to Q3 2023 (all amounts are approximate):
- Increased positions in: SIRI (to 40.24 mln shares from 9.68 mln shares), OXY (confirms increased to 243.72 mln from 224.13 mln), CVX (to 126.09 mln from 110.25 mln)
- Maintained positions in: BAC (1032.85 mln shares), AAPL (905.56 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: STNE (from 10.7 mln shares), DHI (from 5.97 mln), GL (from 0.83 mln), MKL (from 0.16 mln)
- Decreased positions in: HPQ (affirmed lowered to 22.85 mln shares from 102.52 mln shares), PARA (to 63.32 mln from 93.73 mln)