Giantsight

Warren Buffett's Portfolio

Warren Buffett

Warren Buffett

NEW

BERKSHIRE HATHAWAY

Filing: 8/14/2025

Portfolio Value

$257.52B

-0.46%

Holdings

41

New

6

Sold

1

Holdings

#Company% of PortfolioActivityMarket ValueSharesSector
1
APPLE
AAPL
22.31%
reduced
$57,447,600,000
280,000,000
Technology
2
AMERICAN EXPRESS
AXP
18.78%
-
$48,360,781,086
151,610,700
Financials
3
BANK AMER
BAC
11.12%
reduced
$28,641,252,185
605,267,375
Financials
4
COCA COLA
KO
10.99%
-
$28,300,000,000
400,000,000
Consumer Staples
5
CHEVRON CORP NEW
CVX
6.79%
increased
$17,478,457,567
122,064,792
Energy
6
MOODYS
MCO
4.81%
-
$12,374,113,948
24,669,778
Financials
7
OCCIDENTAL PETE
OXY
4.32%
-
$11,130,189,516
264,941,431
Energy
8
KRAFT HEINZ
KHC
3.26%
-
$8,407,891,001
325,634,818
Consumer Staples
9
CHUBB LIMITED
CB
3.04%
-
$7,832,227,900
27,033,784
Financials
10
DAVITA
DVA
1.87%
reduced
$4,814,317,266
33,796,541
Healthcare

Buy Positions

New Positions

  • UNITEDHEALTH GROUP
    UNHUNITEDHEALTH GROUP

    0.61%

    +5,039,564 shares

  • NUCOR
    NUENUCOR

    0.33%

    +6,614,112 shares

  • LENNAR
    LENLENNAR

    0.30%

    +7,048,993 shares

  • D R HORTON
    DHID R HORTON

    0.07%

    +1,485,350 shares

  • LAMAR ADVERTISING CO NEW
    LAMRLAMAR ADVERTISING CO NEW

    0.06%

    +1,169,507 shares

Showing 5 of 6 positions

Increased Positions

  • CHEVRON CORP NEW
    CVXCHEVRON CORP NEW

    increase 2.91%

    +3,454,258 shares

  • CONSTELLATION BRANDS
    STZCONSTELLATION BRANDS

    increase 11.58%

    +1,391,000 shares

  • DOMINOS PIZZA
    DPZDOMINOS PIZZA

    increase 0.51%

    +13,255 shares

  • POOL
    POOLPOOL

    increase 136.26%

    +1,994,885 shares

  • HEICO CORP NEW
    HEIAHEICO CORP NEW

    increase 11.40%

    +132,524 shares

Showing 5 of 6 positions

Sell Positions

Exited Positions

  • T-MOBILE US
    TMUST-MOBILE US

    reduce 100%

    +3,883,145 shares

Reduced Positions

  • APPLE
    AAPLAPPLE

    reduce 6.67%

    -20,000,000 shares

  • BANK AMER
    BACBANK AMER

    reduce 4.17%

    -26,306,156 shares

  • DAVITA
    DVADAVITA

    reduce 3.83%

    -1,345,938 shares

  • CHARTER COMMUNICATIONS INC N
    CHTRCHARTER COMMUNICATIONS INC N

    reduce 46.54%

    -923,377 shares

  • LIBERTY MEDIA CORP DEL
    FWONKLIBERTY MEDIA CORP DEL

    reduce 14.05%

    -493,445 shares