Berkshire Hathaway (Buffett)

CIK: 0001067983 · Filing period: 2025-12-31

Steady Compounders

Warren Buffett is the most famous investor alive — he turned a failing textile mill into a trillion-dollar company by buying great businesses and holding them for decades. His annual letters taught generations how to think about money.

F Copyable return: +9.2%/yr vs S&P +16.9%/yr if you'd mirrored their filings (2022-03-31 → 2025-09-30) · beat the market 20% of quarters how?

2.0×

Trust Weight

Positions

In our model

New

Increasing

Decreasing

Unchanged

In Our Model Portfolio

These holdings also appear in the Bogen Capital model

AXP 20.5% GOOGL 2.0% UNH 0.6% AMZN 0.2%

Recent Moves

What Berkshire Hathaway opened, added to, or trimmed in their latest 13F — 12 position changes

CVX CHEVRON CORPORATION ▼ Trimmed -35% 6.6% of port. GOOGL ALPHABET INC ▲ Added +204% 5.9% of port. DVA DAVITA INC ▼ Trimmed -5% 1.8% of port. DAL DELTA AIR LINES INC ● New 1.0% of port. NYT NEW YORK TIMES CO MTN BE ▲ Added +199% 0.5% of port. GOOG ALPHABET INC ● New 0.4% of port. LLYVA LIBERTY LIVE HOLDINGS INC ▼ Trimmed -3% 0.4% of port. LEN LENNAR CORP ▲ Added +43% 0.3% of port. NUE NUCOR CORP ▼ Trimmed -39% 0.2% of port. STZ CONSTELLATION BRANDS INC ▼ Trimmed -95% 0.0% of port.

Top 10 positions (% of portfolio)

Sector breakdown

All Holdings

42 positions, sorted by portfolio weight

← swipe to see all columns

#	Company	Ticker	Sector	% of Portfolio	Activity	Change
1	APPLE INC	AAPL	Technology	22.6%	▼ Decreasing	-4%
2	AMERICAN EXPRESS CO	AXP	Financials	20.5%	— Unchanged	—
3	BANK AMERICA CORP	BAC	Financials	10.4%	▼ Decreasing	-9%
4	COCA COLA CO	KO	Consumer Staples	10.2%	— Unchanged	—
5	CHEVRON CORP NEW	CVX	Energy	7.2%	▲ Increasing	+7%
6	MOODYS CORP	MCO	Financials	4.6%	— Unchanged	—
7	OCCIDENTAL PETE CORP	OXY	Energy	4.0%	— Unchanged	—
8	CHUBB LIMITED	CB	Financials	3.9%	▲ Increasing	+9%
9	KRAFT HEINZ CO	KHC	Consumer Staples	2.9%	— Unchanged	—
10	ALPHABET INC	GOOGL	Technology	2.0%	— Unchanged	—
11	DAVITA INC	DVA	Healthcare	1.3%	— Unchanged	-1%
12	KROGER CO	KR	Consumer Staples	1.1%	— Unchanged	—
13	VISA INC	V	Technology	1.1%	— Unchanged	—
14	SIRIUS XM HOLDINGS INC	SIRI	Communications	0.9%	— Unchanged	—
15	MASTERCARD INCORPORATED	MA	Technology	0.8%	— Unchanged	—
16	VERISIGN INC	VRSN	Technology	0.8%	— Unchanged	—
17	CONSTELLATION BRANDS INC	STZ	Consumer	0.7%	▼ Decreasing	-3%
18	CAPITAL ONE FINL CORP	COF	Financials	0.6%	— Unchanged	—
19	UNITEDHEALTH GROUP INC	UNH	Healthcare	0.6%	— Unchanged	—
20	DOMINOS PIZZA INC	DPZ	Other	0.5%	▲ Increasing	+12%
21	ALLY FINL INC	ALLY	Other	0.5%	— Unchanged	—
22	AON PLC	AON	Other	0.5%	▼ Decreasing	-12%
23	NUCOR CORP	NUE	Other	0.4%	— Unchanged	—
24	LIBERTY LIVE HOLDINGS INC	LLYVA	Other	0.3%	● New	NEW
25	LENNAR CORP	LEN	Other	0.3%	— Unchanged	—
26	POOL CORP	POOL	Other	0.3%	▼ Decreasing	-11%
27	AMAZON COM INC	AMZN	Technology	0.2%	▼ Decreasing	-77%
28	LOUISIANA PAC CORP	LPX	Other	0.2%	— Unchanged	—
29	LIBERTY LIVE HOLDINGS INC	LLYVK	Other	0.1%	● New	NEW
30	NEW YORK TIMES CO	NYT	Other	0.1%	● New	NEW
31	HEICO CORP NEW	HEI	Other	0.1%	— Unchanged	—
32	LIBERTY MEDIA CORP DEL	LSXMA	Other	0.1%	● New	NEW
33	CHARTER COMMUNICATIONS INC N	CHTR	Other	0.1%	— Unchanged	—
34	LAMAR ADVERTISING CO NEW	LAMR	Other	0.1%	— Unchanged	—
35	ALLEGION PLC	ALLE	Other	0.1%	— Unchanged	—
36	NVR INC	NVR	Other	0.0%	— Unchanged	—
37	DIAGEO PLC	DEO	Other	0.0%	— Unchanged	—
38	JEFFERIES FINL GROUP INC	JEF	Other	0.0%	— Unchanged	—
39	LENNAR CORP	LEN.B	Other	0.0%	— Unchanged	—
40	LIBERTY LATIN AMERICA LTD	LILA	Other	0.0%	▼ Decreasing	-9%
41	ATLANTA BRAVES HLDGS INC	BATRA	Other	0.0%	▼ Decreasing	-48%
42	LIBERTY LATIN AMERICA LTD	LILAK	Other	0.0%	— Unchanged	—

#1 APPLE INC 22.6%

AAPL · Technology ▼ Decreasing -4%

#2 AMERICAN EXPRESS CO 20.5%

AXP · Financials — Unchanged

#3 BANK AMERICA CORP 10.4%

BAC · Financials ▼ Decreasing -9%

#4 COCA COLA CO 10.2%

KO · Consumer Staples — Unchanged

#5 CHEVRON CORP NEW 7.2%

CVX · Energy ▲ Increasing +7%

#6 MOODYS CORP 4.6%

MCO · Financials — Unchanged

#7 OCCIDENTAL PETE CORP 4.0%

OXY · Energy — Unchanged

#8 CHUBB LIMITED 3.9%

CB · Financials ▲ Increasing +9%

#9 KRAFT HEINZ CO 2.9%

KHC · Consumer Staples — Unchanged

#10 ALPHABET INC 2.0%

GOOGL · Technology — Unchanged

#11 DAVITA INC 1.3%

DVA · Healthcare — Unchanged

#12 KROGER CO 1.1%

KR · Consumer Staples — Unchanged

#13 VISA INC 1.1%

V · Technology — Unchanged

#14 SIRIUS XM HOLDINGS INC 0.9%

SIRI · Communications — Unchanged

#15 MASTERCARD INCORPORATED 0.8%

MA · Technology — Unchanged

#16 VERISIGN INC 0.8%

VRSN · Technology — Unchanged

#17 CONSTELLATION BRANDS INC 0.7%

STZ · Consumer ▼ Decreasing -3%

#18 CAPITAL ONE FINL CORP 0.6%

COF · Financials — Unchanged

#19 UNITEDHEALTH GROUP INC 0.6%

UNH · Healthcare — Unchanged

#20 DOMINOS PIZZA INC 0.5%

DPZ · Other ▲ Increasing +12%

#21 ALLY FINL INC 0.5%

ALLY · Other — Unchanged

#22 AON PLC 0.5%

AON · Other ▼ Decreasing -12%

#23 NUCOR CORP 0.4%

NUE · Other — Unchanged

#24 LIBERTY LIVE HOLDINGS INC 0.3%

LLYVA · Other ● New

#25 LENNAR CORP 0.3%

LEN · Other — Unchanged

#26 POOL CORP 0.3%

POOL · Other ▼ Decreasing -11%

#27 AMAZON COM INC 0.2%

AMZN · Technology ▼ Decreasing -77%

#28 LOUISIANA PAC CORP 0.2%

LPX · Other — Unchanged

#29 LIBERTY LIVE HOLDINGS INC 0.1%

LLYVK · Other ● New

#30 NEW YORK TIMES CO 0.1%

NYT · Other ● New

#31 HEICO CORP NEW 0.1%

HEI · Other — Unchanged

#32 LIBERTY MEDIA CORP DEL 0.1%

LSXMA · Other ● New

#33 CHARTER COMMUNICATIONS INC N 0.1%

CHTR · Other — Unchanged

#34 LAMAR ADVERTISING CO NEW 0.1%

LAMR · Other — Unchanged

#35 ALLEGION PLC 0.1%

ALLE · Other — Unchanged

#36 NVR INC 0.0%

NVR · Other — Unchanged

#37 DIAGEO PLC 0.0%

DEO · Other — Unchanged

#38 JEFFERIES FINL GROUP INC 0.0%

JEF · Other — Unchanged

#39 LENNAR CORP 0.0%

LEN.B · Other — Unchanged

#40 LIBERTY LATIN AMERICA LTD 0.0%

LILA · Other ▼ Decreasing -9%

#41 ATLANTA BRAVES HLDGS INC 0.0%

BATRA · Other ▼ Decreasing -48%

#42 LIBERTY LATIN AMERICA LTD 0.0%

LILAK · Other — Unchanged

⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Berkshire Hathaway (Buffett), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

Get the Weekly Update

Every week, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.

Also alert me when a politician or insider makes a major trade ($500K+)

Free forever · No spam · Unsubscribe anytime