Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: New GOOGL position, Added to SIRI CB DPZ LAMR, Exited DHI, Lowered AAPL BAC VRSN DVA NUE
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: GOOGL (17.85 mln shares)
- Increased: SIRI (124.81 mln shares from 119.78 mln shares), CB (31.33 mln from 27.03 mln), DPZ (2.98 mln from 2.63 mln), LAMR (1.2 mln from 1.17 mln)
- Maintained: KO (400 mln shares), KHC (325.63 mln), OXY (264.94 mln), AXP (151.61 mln), CVX (122.06 mln), KR (50 mln), MCO (24.67 mln), V (8.3 mln)
- Exited: DHI (1.49 mln shares)
- Decreased: AAPL (238.21 mln shares from 280 mln shares), BAC (568.07 mln from 605.27 mln), VRSN (8.99 mln from 13.29 mln), DVA (32.16 mln from 33.8 mln), NUE (6.41 mln from 6.61 mln)