TNTradingNote AI
Back to daily briefing

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 Berkshire Hathaway, filed 2025-08-14 for period end 2025-06-30.

$257.5B portfolio value
StockActionChangeCurrentPortfolio Impact
37833100
APPLE INC
New$57.4B$57.4B22.31%
25816109
AMERICAN EXPRESS CO
New$48.4B$48.4B18.78%
60505104
BANK AMER CORP
New$28.6B$28.6B11.12%
191216100
COCA COLA CO
New$28.3B$28.3B10.99%
166764100
CHEVRON CORP NEW
New$17.5B$17.5B6.79%
615369105
MOODYS CORP
New$12.4B$12.4B4.81%
674599105
OCCIDENTAL PETE CORP
New$11.1B$11.1B4.32%
500754106
KRAFT HEINZ CO
New$8.4B$8.4B3.26%
H1467J104
CHUBB LIMITED
New$7.8B$7.8B3.04%
23918K108
DAVITA INC
New$4.8B$4.8B1.87%
9.2343E+106
VERISIGN INC
New$3.8B$3.8B1.49%
501044101
KROGER CO
New$3.6B$3.6B1.39%
92826C839
VISA INC
New$2.9B$2.9B1.14%
829933100
SIRIUS XM HOLDINGS INC
New$2.8B$2.8B1.07%
57636Q104
MASTERCARD INC
New$2.2B$2.2B0.87%
23135106
AMAZON COM INC
New$2.2B$2.2B0.85%
21036P108
CONSTELLATION BRANDS INC
New$2.2B$2.2B0.85%
91324P102
UNITEDHEALTH GROUP INC
New$1.6B$1.6B0.61%
14040H105
CAPITAL ONE FINL CORP
New$1.5B$1.5B0.59%
G0403H108
AON PLC
New$1.5B$1.5B0.57%
25754A201
DOMINOS PIZZA INC
New$1.2B$1.2B0.46%
02005N100
ALLY FINL INC
New$1.1B$1.1B0.44%
73278L105
POOL CORP
New$1.0B$1.0B0.39%
531229722
LIBERTY MEDIA CORP DEL
New$886.1M$886.1M0.34%
526057104
LENNAR CORP
Increased$558.2M$779.7M0.22%
546347105
LOUISIANA PAC CORP
New$487.1M$487.1M0.19%
16119P108
CHARTER COMMUNICATIONS INC N
New$433.7M$433.7M0.17%
531229748
LIBERTY MEDIA CORP DEL
New$396.3M$396.3M0.15%
422806208
HEICO CORP NEW
New$335.0M$335.0M0.13%
531229854
LIBERTY MEDIA CORP DEL
New$315.4M$315.4M0.12%
670346105
NUCOR CORP
Increased$164.1M$856.8M0.06%
512816109
LAMAR ADVERTISING CO NEW
New$141.9M$141.9M0.06%
G0176J109
ALLEGION PLC
New$112.4M$112.4M0.04%
62944T105
NVR INC
New$82.1M$82.1M0.03%
47233W109
JEFFERIES FINL GROUP INC
New$23.7M$23.7M0.01%
25243Q205
DIAGEO P L C
New$23.0M$23.0M0.01%
526057302
LENNAR CORP
Increased$19.0M$19.0M0.01%
G9001E102
LIBERTY LATIN AMERICA LTD
New$16.0M$16.0M0.01%
47726302
ATLANTA BRAVES HLDGS INC
New$10.5M$10.5M0.00%
G9001E128
LIBERTY LATIN AMERICA LTD
New$8.0M$8.0M0.00%
23331A109
D R HORTON INC
Reduced-$776,403$191.5M0.00%

Evidence

Related Cards

BH
Sold out37833100

Warren Buffett

Berkshire Hathaway filed a 13F change in APPLE INC (37833100) on 2025-08-14, covering period end 2025-03-31.

BH
Sold out25816109

Warren Buffett

Berkshire Hathaway filed a 13F change in AMERICAN EXPRESS CO (25816109) on 2025-08-14, covering period end 2025-03-31.

BH
Sold out60505104

Warren Buffett

Berkshire Hathaway filed a 13F change in BANK AMERICA CORP (60505104) on 2025-08-14, covering period end 2025-03-31.

Berkshire Hathaway disclosed new in MOODYS CORP | TradingNote AI