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Berkshire Hathaway

Berkshire Hathaway Portfolio holdings

AUM $263B
1-Year Est. Return 16.68%
 

Berkshire Hathaway is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Chaired by legendary investor Warren Buffett, it is known for its diverse range of subsidiaries and investments—spanning industries such as insurance, rail transportation, energy, manufacturing, and retail. Over the decades, Berkshire’s patient and value-oriented approach to investing has earned it a reputation for long-term stability and significant growth, turning it into one of the largest and most influential corporations in the world.

This Fund
S&P 500
This Quarter Est. Return
+12.16%
1 Year Est. Return
+16.68%
3 Year Est. Return
+59.22%
5 Year Est. Return
+100.95%
10 Year Est. Return
+340.48%
AUM
$352B
AUM Growth
+$36.9B
Cap. Flow
+$789M
Cap. Flow %
0.22%
Top 10 Hldgs %
92.2%
Holding
46
New
–
Increased
4
Reduced
3
Closed
4

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$2.61B
2
CVX icon
Chevron
CVX
+$2.4B
3
OXY icon
Occidental Petroleum
OXY
+$1.2B
4
SIRI icon
SiriusXM
SIRI
+$147M

Top Sells

Rank Stock Value
1
HPQ icon
HP
HPQ
+$2.23B
2
AAPL icon
Apple
AAPL
+$1.85B
3
DHI icon
D.R. Horton
DHI
+$642M
4
PARA
Paramount Global Class B
PARA
+$407M
5
MKL icon
Markel Group
MKL
+$234M

Sector Composition

Rank Sector Weight
1 Technology 50.84%
2 Financials 25.24%
3 Consumer Staples 10.78%
4 Energy 9.48%
5 Communication Services 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
26
HP
HPQ
$24.8B
$688M 0.2%
22,852,715
-79,666,320
-78% -$2.23B
LSXMA
27
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$581M 0.17%
20,207,680
– –
FND icon
28
Floor & Decor
FND
$6.33B
$533M 0.15%
4,780,000
– –
LPX icon
29
Louisiana-Pacific
LPX
$5.06B
$499M 0.14%
7,044,909
– –
FWONK icon
30
Liberty Media Series C
FWONK
$24.7B
$488M 0.14%
7,722,451
– –
LLYVK icon
31
Liberty Live Group Series C
LLYVK
$9.1B
$416M 0.12%
11,132,590
– –
SIRI icon
32
SiriusXM
SIRI
$10.1B
$220M 0.06%
4,024,306
+3,055,984
+316% +$147M
LLYVA icon
33
Liberty Live Group Series A
LLYVA
$8.75B
$185M 0.05%
5,051,918
– –
NVR icon
34
NVR
NVR
$16.4B
$77.8M 0.02%
11,112
– –
DEO icon
35
Diageo
DEO
$48.9B
$33.2M 0.01%
227,750
– –
LEN.B icon
36
Lennar Class B
LEN.B
$19.5B
$20.5M 0.01%
160,506
– –
LILA icon
37
Liberty Latin America Class A
LILA
$1.65B
$19.2M 0.01%
3,872,526
– –
VOO icon
38
Vanguard S&P 500 ETF
VOO
$977B
$18.8M 0.01%
43,000
– –
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$789B
$18.7M 0.01%
39,400
– –
JEF icon
40
Jefferies Financial Group
JEF
$12.7B
$17.5M 0.01%
433,558
– –
LILAK icon
41
Liberty Latin America Class C
LILAK
$1.63B
$9.42M ﹤0.01%
1,412,422
– –
BATRK icon
42
Atlanta Braves Holdings Series B
BATRK
$3.26B
$8.85M ﹤0.01%
223,645
– –
DHI icon
43
D.R. Horton
DHI
$40.1B
– –
-5,969,714
Closed -$642M
GL icon
44
Globe Life
GL
$14.2B
– –
-831,014
Closed -$90.4M
MKL icon
45
Markel Group
MKL
$23.3B
– –
-158,715
Closed -$234M
STNE icon
46
StoneCo
STNE
$2.74B
– –
-10,695,448
Closed -$114M
1
2

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Berkshire Hathaway's Q4 2023 Portfolio in Review

As of Q4 2023, Berkshire Hathaway held 46 positions worth $352B, up 12% from $315B the previous quarter. Its ten largest holdings account for 92% of the portfolio.

Berkshire Hathaway's Q4 2023 filing shows 4 increased, 3 reduced and 4 closed positions. The largest sale was HP, an estimated $2.23B.

By sector, the portfolio is most concentrated in Technology at 51% of assets, down from 52% a quarter earlier, followed by Financials and Consumer Staples.

  • Berkshire Hathaway added most to Chubb in Q4 2023, an estimated $2.61B increase.
  • Berkshire Hathaway's biggest Q4 2023 reduction was HP, cutting an estimated $2.23B.
  • Berkshire Hathaway fully exited D.R. Horton in Q4 2023, selling an estimated $642M.
  • Berkshire Hathaway's ten largest holdings make up 92% of its $352B portfolio in Q4 2023.
  • Berkshire Hathaway opened 0 new positions and closed 4 in Q4 2023.
  • Berkshire Hathaway's portfolio value rose 12% quarter-over-quarter to $352B.

Based on Berkshire Hathaway's 13F filing for Q4 2023, filed 14 Feb 2024.