Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: New STZ position, Increased SIRI OXY DPZ VRSN POOL holdings, Lowered BAC NU C COF CHTR TMUS holdings (479.59 -0.90)
Highlights from Q4 2024 filing as compared to Q3 2024 (all amounts are approximate):
- New positions in: STZ (5.62 mln shares)
- Increased positions in: SIRI (to 117.47 mln shares from 105.16 mln shares), OXY (to 264.18 mln from 255.28 mln), DPZ (to 2.38 mln from 1.28 mln), VRSN (to 13.27 mln from 12.82 mln), POOL (to 0.6 mln from 0.4 mln)
- Maintained positions in: KO (400 mln shares), KHC (325.63 mln shares), AAPL (300 mln shares), AXP (151.61 mln shares), CVX (118.61 mln shares), KR (50 mln shares), DVA (36.1 mln shares), CB (27.03 mln shares), MCO (24.67 mln shares),
- Closed positions in: VOO (from 0.04 mln shares), SPY (from 0.04 mln), ULTA (from 0.02 mln)
- Decreased positions in: BAC (to 680.23 mln shares from 797.68 mln shares), NU (to 40.18 mln from 86.44 mln), C (to 14.64 mln from 55.24 mln), COF (to 7.45 mln from 9.1 mln), FWONK (to 6.8 mln from 7.72 mln), CHTR (to 1.99 mln from 2.82 mln), TMUS (to 4.35 mln from 4.67 mln), LPX (to 5.66 mln from 5.96 mln)