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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

41 changes from Warren Buffett (Berkshire Hathaway), filed 2025-02-14 for period end 2024-12-31.

$267.2B portfolio value
StockActionChangeCurrentPortfolio Impact
37833100
APPLE INC
Increased$5.2B$75.1B1.96%
25816109
AMERICAN EXPRESS CO
Increased$3.9B$45.0B1.45%
191216100
COCA COLA CO
Reduced-$3.8B$24.9B1.44%
172967424
CITIGROUP INC
Reduced-$2.4B$1.0B0.91%
60505104
BANK AMER CORP
Reduced-$1.8B$29.9B0.66%
500754106
KRAFT HEINZ CO
Reduced-$1.4B$10.0B0.54%
21036P108
CONSTELLATION BRANDS INC
New$1.2B$1.2B0.47%
G6683N103
NU HLDGS LTD
Reduced-$763.6M$416.3M0.29%
23918K108
DAVITA INC
Reduced-$519.1M$5.4B0.19%
25754A201
DOMINOS PIZZA INC
Increased$450.5M$999.9M0.17%
92826C839
VISA INC
Increased$340.9M$2.6B0.13%
23135106
AMAZON COM INC
Increased$330.6M$2.2B0.12%
H1467J104
CHUBB LIMITED
Reduced-$326.8M$7.5B0.12%
9.2343E+106
VERISIGN INC
Increased$312.2M$2.7B0.12%
166764100
CHEVRON CORP NEW
Reduced-$288.2M$17.2B0.11%
16119P108
CHARTER COMMUNICATIONS INC N
Reduced-$231.8M$682.7M0.09%
501044101
KROGER CO
Increased$192.5M$3.1B0.07%
829933100
SIRIUS XM HOLDINGS INC
Increased$191.4M$2.7B0.07%
531229722
LIBERTY MEDIA CORP DEL
Increased$182.7M$743.1M0.07%
57636Q104
MASTERCARD INC
Increased$130.6M$2.1B0.05%
674599105
OCCIDENTAL PETE CORP
Reduced-$104.2M$13.1B0.04%
531229748
LIBERTY MEDIA CORP DEL
Increased$85.0M$331.9M0.03%
546347105
LOUISIANA PAC CORP
Reduced-$54.4M$586.6M0.02%
G0403H108
AON PLC
Increased$54.0M$1.5B0.02%
73278L105
POOL CORP
Increased$51.9M$204.1M0.02%
14040H105
CAPITAL ONE FINL CORP
Reduced-$34.1M$1.3B0.01%
531229854
LIBERTY MEDIA CORP DEL
Increased$32.3M$630.2M0.01%
615369105
MOODYS CORP
Reduced-$30.1M$11.7B0.01%
922908363
922908363
Sold out-$22.7M$00.01%
78462F103
78462F103
Sold out-$22.6M$00.01%
422806208
HEICO CORP NEW
Reduced-$18.6M$195.3M0.01%
62944T105
NVR INC
Reduced-$18.1M$90.9M0.01%
02005N100
ALLY FINL INC
Increased$12.2M$1.0B0.00%
90384S303
90384S303
Sold out-$9.4M$00.00%
G9001E102
LIBERTY LATIN AMERICA LTD
Reduced-$8.5M$16.7M0.00%
47233W109
JEFFERIES FINL GROUP INC
Increased$7.3M$34.0M0.00%
526057302
LENNAR CORP
Reduced-$6.2M$20.2M0.00%
G9001E128
LIBERTY LATIN AMERICA LTD
Reduced-$4.0M$8.1M0.00%
872590104
T-MOBILE US INC
Reduced-$3.9M$960.2M0.00%
25243Q205
DIAGEO P L C
Reduced-$3.0M$29.0M0.00%
47726302
ATLANTA BRAVES HLDGS INC
Reduced-$344,415$8.6M0.00%

Evidence

Related Cards

MB
Reduced47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2025-02-14, covering period end 2024-12-31.

MB
Reduced01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2025-02-14, covering period end 2024-12-31.

BB
Reduced790148100

Bruce Berkowitz

Bruce Berkowitz (Fairholme Capital) filed a 13F change in ST JOE CO (790148100) on 2025-02-14, covering period end 2024-12-31.

Warren Buffett (Berkshire Hathaway) disclosed reduced in CITIGROUP INC | TradingNote AI