Wallsti
Macro Thu 08:30 Core PPI m/m 1.3%vs 0.3% hotter S&P fut -0.08%10y -3bp Thu 08:30 Core Retail Sales m/m 0.9%vs 0.6% stronger S&P fut -0.08%10y -3bp Thu 08:30 PPI m/m 1.3%vs 0.6% hotter S&P fut -0.08%10y -3bp Next

Berkshire Hathaway Warren Buffett

Holdings as of the end of Q2 2025, reported in its 13F filing on Aug 14, 2025; changes vs Q1 2025. Source

Reported value
$257.5B
at quarter-end prices
Positions
41
top 10 are 87% of it
Bought · Q2 2025
7
6 new, 1 added 20%+
Sold · Q2 2025
2
1 sold out, 1 cut 20%+

Holdings 41

#StockCompanySharesValueOf portfolio Shares vs Q1 2025
1 AAPL APPLE INC 280,000,000 $57.4B 22.3% -7%
2 AXP AMERICAN EXPRESS CO 151,610,700 $48.4B 18.8% —
3 BAC BANK AMER CORP 605,267,375 $28.6B 11.1% -4%
4 KO COCA COLA CO 400,000,000 $28.3B 11.0% —
5 CVX CHEVRON CORP NEW 122,064,792 $17.5B 6.8% +3%
6 MCO MOODYS CORP 24,669,778 $12.4B 4.8% —
7 OXY OCCIDENTAL PETE CORP 264,941,431 $11.1B 4.3% —
8 KHC KRAFT HEINZ CO 325,634,818 $8.4B 3.3% —
9 CB CHUBB LIMITED 27,033,784 $7.8B 3.0% —
10 DVA DAVITA INC 33,796,541 $4.8B 1.9% -4%
11 VRSN VERISIGN INC 13,289,880 $3.8B 1.5% —
12 KR KROGER CO 50,000,000 $3.6B 1.4% —
13 V VISA INC 8,297,460 $2.9B 1.1% —
14 SIRI SIRIUS XM HOLDINGS INC 119,776,692 $2.8B 1.1% —
15 MA MASTERCARD INC 3,986,648 $2.2B 0.87% —
16 AMZN AMAZON COM INC 10,000,000 $2.2B 0.85% —
17 STZ CONSTELLATION BRANDS INC 13,400,000 $2.2B 0.85% +12%
18 UNH UNITEDHEALTH GROUP INC 5,039,564 $1.6B 0.61% new
19 COF CAPITAL ONE FINL CORP 7,150,000 $1.5B 0.59% —
20 AON AON PLC 4,100,000 $1.5B 0.57% —
21 DPZ DOMINOS PIZZA INC 2,633,868 $1.2B 0.46% +1%
22 ALLY ALLY FINL INC 29,000,000 $1.1B 0.44% —
23 POOL POOL CORP 3,458,885 $1B 0.39% +136%
24 — LIBERTY MEDIA CORP DEL 10,917,661 $886.1M 0.34% —
25 NUE NUCOR CORP 6,614,112 $856.8M 0.33% new
26 LEN LENNAR CORP 7,048,993 $779.7M 0.30% new
27 LPX LOUISIANA PAC CORP 5,664,793 $487.1M 0.19% —
28 CHTR CHARTER COMMUNICATIONS INC N 1,060,882 $433.7M 0.17% -47%
29 — LIBERTY MEDIA CORP DEL 4,986,588 $396.3M 0.15% —
30 HEI-A HEICO CORP NEW 1,294,612 $335M 0.13% +11%
31 — LIBERTY MEDIA CORP DEL 3,018,555 $315.4M 0.12% -14%
32 DHI D R HORTON INC 1,485,350 $191.5M 0.07% new
33 LAMR LAMAR ADVERTISING CO NEW 1,169,507 $141.9M 0.06% new
34 ALLE ALLEGION PLC 780,133 $112.4M 0.04% new
35 NVR NVR INC 11,112 $82.1M 0.03% —
36 JEF JEFFERIES FINL GROUP INC 433,558 $23.7M 0.01% —
37 DEO DIAGEO P L C 227,750 $23M 0.01% —
38 LEN-B LENNAR CORP 180,930 $19M 0.01% +19%
39 — LIBERTY LATIN AMERICA LTD 2,630,792 $16M 0.01% —
40 BATRK ATLANTA BRAVES HLDGS INC 223,645 $10.5M 0.00% —
41 — LIBERTY LATIN AMERICA LTD 1,284,020 $8M 0.00% —

Sold out in Q2 2025 1

StockCompanyShares held in Q1 2025Value thenOf portfolio then
TMUS T-MOBILE US INC 3,883,145 $1B 0.40%

13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.