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.

订阅每周更新

我们每周会把巴菲特、达利欧、阿克曼以及另外 47 位传奇投资人正在买入的股票发送给你 — 免费，直接来自他们的 SEC 申报文件。

当议员或公司内部人进行大额交易（50 万美元以上）时也通知我

永久免费 · 无垃圾邮件 · 随时退订