Warren Buffett Holdings Activity

Berkshire Hathaway Portfolio 13F

Berkshire Hathaway has disclosed a total of 29 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 3 totally new, decreased the number of shares of 6 and completely sold out 16 position(s).

What stocks is Warren Buffett buying now?

In the recent quarter Warren Buffett has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (GOOGL) ALPHABET INC-CL A (added shares +203.99%), (DAL) DELTA AIR LINES INC (new buy), (GOOG) ALPHABET INC-CL C (new buy), (NYT) NEW YORK TIMES CO-A (added shares +199%) and (LEN) LENNAR CORP-A (added shares +43.24%).

What does Warren Buffett invest in?

Warren Buffett's top 5 holdings (by % of portfolio) are (AAPL) APPLE INC (21.99%), (AXP) AMERICAN EXPRESS CO (17.43%), (KO) COCA-COLA CO/THE (11.56%), (BAC) BANK OF AMERICA CORP (9.52%) and (CVX) CHEVRON CORP (6.64%).

In the latest report(s) the following changes have been made to the top investments: (BAC) BANK OF AMERICA CORP (reduced shares -0.71%) and (CVX) CHEVRON CORP (reduced shares -35.17%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q3 (13 results)
GOOGL
ALPHABET INC-CL A
buy
+17,846,142
+1.62%
$243.10
47.96% $359.68
1.62%
CB
CHUBB LTD
+15.90%
+4,299,111
+0.45%
$282.25
16.26% $328.14
3.31%
DPZ
DOMINO'S PIZZA INC
+13.22%
+348,077
+0.06%
$431.71
24.98% $323.88
0.48%
SIRI
SIRIUS XM HOLDINGS INC
+4.20%
+5,030,425
+0.04%
$23.28
-
1.09%
LAMR
LAMAR ADVERTISING CO-A NEW
+2.79%
+32,603
+0.00%
$122.42
-
0.06%
LEN
LENNAR CORP-A
+0.03%
+1,957
+0.00%
$126.04
28.36% $90.30
0.33%
LEN.B
LENNAR CORP - B SHS
+0.03%
+50
+0.00%
$119.99
-
0.01%
NUE
NUCOR CORP
-3.12%
-206,363
-0.01%
$135.43
96.67% $266.35
0.32%
DVA
DAVITA INC
-4.84%
-1,635,962
-0.08%
$132.87
57.04% $208.66
1.60%
BAC
BANK OF AMERICA CORP
-6.15%
-37,197,363
-0.72%
$51.59
8.59% $56.02
10.96%
AAPL
APPLE INC
-14.92%
-41,787,236
-3.98%
$254.63
14.33% $291.13
22.69%
VRSN
VERISIGN INC
-32.36%
-4,300,000
-0.45%
$279.57
0.11% $279.89
0.94%
DHI
DR HORTON INC
-100.00%
-1,485,350
-0.07%
$128.92
19.52% $154.09
0.00%
2025 Q2 (18 results)
LAMR
LAMAR ADVERTISING CO-A NEW
buy
+1,169,507
+0.06%
$121.36
-
0.06%
UNH
UNITEDHEALTH GROUP INC
buy
+5,039,564
+0.61%
$311.97
30.95% $408.52
0.61%
ALLE
ALLEGION PLC
buy
+780,133
+0.04%
$144.12
7.04% $133.97
0.04%
LEN.B
LENNAR CORP - B SHS
+89,469.31%
+180,728
+0.01%
$105.25
-
0.01%
LEN
LENNAR CORP-A
+265.24%
+5,119,021
+0.22%
$110.61
18.36% $90.30
0.30%
POOL
POOL CORP
+136.26%
+1,994,885
+0.23%
$291.48
33.10% $195.00
0.39%
NUE
NUCOR CORP
+14.90%
+857,602
+0.04%
$129.54
105.61% $266.35
0.33%
STZ
CONSTELLATION BRANDS INC-A
+11.58%
+1,391,000
+0.09%
$162.68
8.71% $148.51
0.85%
HEI.A
HEICO CORP INC CL A
+11.40%
+132,524
+0.01%
$258.75
-
0.13%
CVX
CHEVRON CORP
+2.91%
+3,454,258
+0.19%
$143.19
30.75% $187.22
6.79%
DPZ
DOMINO'S PIZZA INC
+0.51%
+13,255
+0.00%
$450.60
28.12% $323.88
0.46%
DHI
DR HORTON INC
-1.79%
-27,021
-0.00%
$128.92
19.52% $154.09
0.00%
DVA
DAVITA INC
-3.83%
-1,345,938
-0.07%
$142.45
46.48% $208.66
1.87%
BAC
BANK OF AMERICA CORP
-4.17%
-26,306,156
-0.48%
$47.32
18.39% $56.02
11.12%
AAPL
APPLE INC
-6.67%
-20,000,000
-1.59%
$205.17
41.90% $291.13
22.31%
FWONK
LIBERTY MEDIA CORP-LIBERTY-C
-14.05%
-493,445
-0.02%
$104.50
-
0.12%
CHTR
CHARTER COMMUNICATIONS INC-A
-46.54%
-923,377
-0.15%
$408.81
64.33% $145.82
0.17%
TMUS
T-MOBILE US INC
-100.00%
-3,883,145
-0.40%
$266.71
29.10% $189.10
0.00%
2025 Q1 (19 results)
NUE
NUCOR CORP
buy
+5,756,510
+0.27%
$120.34
121.33% $266.35
0.27%
DHI
DR HORTON INC
buy
+1,512,371
+0.07%
$127.13
21.21% $154.09
0.07%
LEN
LENNAR CORP-A
buy
+1,929,972
+0.09%
$114.78
21.33% $90.30
0.09%
POOL
POOL CORP
+144.53%
+865,311
+0.11%
$318.35
38.75% $195.00
0.18%
STZ
CONSTELLATION BRANDS INC-A
+113.52%
+6,384,676
+0.45%
$183.52
19.08% $148.51
0.85%
HEI.A
HEICO CORP INC CL A
+10.71%
+112,401
+0.01%
$210.97
-
0.09%
DPZ
DOMINO'S PIZZA INC
+10.02%
+238,613
+0.04%
$459.45
29.51% $323.88
0.46%
SIRI
SIRIUS XM HOLDINGS INC
+1.96%
+2,308,119
+0.02%
$22.55
-
1.04%
OXY
OCCIDENTAL PETROLEUM CORP
+0.29%
+763,017
+0.01%
$49.36
14.55% $56.54
5.03%
VRSN
VERISIGN INC
+0.14%
+18,423
+0.00%
$253.87
10.25% $279.89
1.30%
CHTR
CHARTER COMMUNICATIONS INC-A
-0.38%
-7,500
-0.00%
$368.53
60.43% $145.82
0.28%
DVA
DAVITA INC
-2.64%
-953,091
-0.06%
$152.97
36.41% $208.66
2.07%
COF
CAPITAL ONE FINANCIAL CORP
-4.03%
-300,000
-0.02%
$179.30
3.03% $184.73
0.49%
BAC
BANK OF AMERICA CORP
-7.15%
-48,660,056
-0.78%
$41.73
34.24% $56.02
10.14%
TMUS
T-MOBILE US INC
-10.73%
-466,855
-0.05%
$266.71
29.10% $189.10
0.00%
FWONK
LIBERTY MEDIA CORP-LIBERTY-C
-48.36%
-3,289,360
-0.11%
$90.01
-
0.12%
LEN.B
LENNAR CORP - B SHS
-99.87%
-152,370
-0.01%
$109.07
-
0.00%
C
CITIGROUP INC COM NEW
-100.00%
-14,639,502
-0.40%
$70.39
-
0.00%
NU
NU HOLDINGS LTD/CAYMAN ISL-A
-100.00%
-40,180,168
-0.16%
$10.36
17.66% $12.19
0.00%
50 of 818

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.