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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

44 changes from Warren Buffett (Berkshire Hathaway), filed 2024-11-14 for period end 2024-09-30.

$266.4B portfolio value
StockActionChangeCurrentPortfolio Impact
37833100
APPLE INC
Reduced-$14.3B$69.9B5.39%
60505104
BANK AMER CORP
Reduced-$9.4B$31.7B3.54%
25816109
AMERICAN EXPRESS CO
Increased$6.0B$41.1B2.26%
191216100
COCA COLA CO
Increased$3.3B$28.7B1.23%
674599105
OCCIDENTAL PETE CORP
Reduced-$2.9B$13.2B1.10%
829933100
SIRIUS XM HOLDINGS INC
New$2.5B$2.5B0.93%
531229789
531229789
Sold out-$1.6B$00.58%
615369105
MOODYS CORP
Increased$1.3B$11.7B0.50%
166764100
CHEVRON CORP NEW
Reduced-$1.1B$17.5B0.41%
500754106
KRAFT HEINZ CO
Increased$941.1M$11.4B0.35%
23918K108
DAVITA INC
Increased$915.4M$5.9B0.34%
H1467J104
CHUBB LIMITED
Increased$900.5M$7.8B0.34%
531229813
531229813
Sold out-$779.3M$00.29%
25754A201
DOMINOS PIZZA INC
New$549.4M$549.4M0.21%
339750101
339750101
Sold out-$395.4M$00.15%
82968B103
82968B103
Sold out-$376.0M$00.14%
501044101
KROGER CO
Increased$368.5M$2.9B0.14%
90384S303
ULTA BEAUTY INC
Reduced-$256.9M$9.4M0.10%
16119P108
CHARTER COMMUNICATIONS INC N
Reduced-$230.2M$914.5M0.09%
G0403H108
AON PLC
Increased$214.9M$1.4B0.08%
57636Q104
MASTERCARD INC
Increased$209.9M$2.0B0.08%
G6683N103
NU HLDGS LTD
Reduced-$200.9M$1.2B0.08%
9.2343E+106
VERISIGN INC
Increased$155.8M$2.4B0.06%
73278L105
POOL CORP
New$152.2M$152.2M0.06%
546347105
LOUISIANA PAC CORP
Increased$149.9M$641.0M0.06%
531229722
LIBERTY MEDIA CORP DEL
Increased$142.6M$560.4M0.05%
872590104
T-MOBILE US INC
Increased$141.0M$964.1M0.05%
02005N100
ALLY FINL INC
Reduced-$118.3M$1.0B0.04%
92826C839
VISA INC
Increased$103.6M$2.3B0.04%
23135106
AMAZON COM INC
Reduced-$69.2M$1.9B0.03%
531229748
LIBERTY MEDIA CORP DEL
Increased$59.8M$246.9M0.02%
172967424
CITIGROUP INC
Reduced-$47.5M$3.5B0.02%
531229854
LIBERTY MEDIA CORP DEL
Increased$43.2M$597.9M0.02%
422806208
HEICO CORP NEW
Increased$28.5M$213.9M0.01%
62944T105
NVR INC
Increased$24.7M$109.0M0.01%
526057302
LENNAR CORP
Increased$5.1M$26.4M0.00%
47233W109
JEFFERIES FINL GROUP INC
Increased$5.1M$26.7M0.00%
25243Q205
DIAGEO P L C
Increased$3.2M$32.0M0.00%
14040H105
CAPITAL ONE FINL CORP
Increased$3.1M$1.4B0.00%
922908363
VANGUARD INDEX FDS
Increased$1.2M$22.7M0.00%
78462F103
SPDR S&P 500 ETF TR
Increased$1.2M$22.6M0.00%
G9001E128
LIBERTY LATIN AMERICA LTD
Reduced-$166,922$12.2M0.00%
47726302
ATLANTA BRAVES HLDGS INC
Increased$80,514$8.9M0.00%
G9001E102
LIBERTY LATIN AMERICA LTD
Reduced-$78,924$25.2M0.00%

Evidence

Related Cards

MB
Increased47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2024-11-14, covering period end 2024-09-30.

MB
Increased01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2024-11-14, covering period end 2024-09-30.

PT
Increased464287655

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2024-11-14, covering period end 2024-09-30.

Warren Buffett (Berkshire Hathaway) disclosed sold out in 531229813 | TradingNote AI