Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: New HEIA ULTA positions, Added to SIRI OXY, Exited PARA SNOW
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: HEIA (1.04 mln shares), ULTA (0.69 mln)
- Increased positions in: SIRI (to 132.88 mln shares from 36.68 mln shares), OXY (confirmed -- to 255.28 mln from 248.02 mln), LSXMK (to 70 mln from 65.49 mln), LSXMA (to 35.18 mln from 32.76 mln), CB (to 27.03 mln from 25.92 mln)
- Maintained positions in: BAC (1032.85 mln shares), KO (400 mln shares), KHC (325.63 mln shares), AXP (151.61 mln shares), C (55.24 mln shares), DVA (confirmed - 36.1 mln shares), MCO (24.67 mln shares)
- Closed positions in: PARA (from 7.53 mln shares), SNOW (from 6.13 mln)
- Decreased positions in: AAPL (confirmed -- to 400 mln shares from 789.37 mln shares), CVX (to 118.61 mln from 122.98 mln), COF (to 9.82 mln from 12.47 mln), FND (to 3.98 mln from 4.78 mln), LPX (to 5.96 mln from 6.6 mln), TMUS (to 4.67 mln from 5.24 mln)