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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

42 changes from Berkshire Hathaway, filed 2025-11-14 for period end 2025-09-30.

$267.3B portfolio value
StockActionChangeCurrentPortfolio Impact
02079K305
ALPHABET INC
New$4.3B$4.3B1.62%
37833100
APPLE INC
Increased$3.2B$60.7B1.20%
25816109
AMERICAN EXPRESS CO
Increased$2.0B$50.4B0.75%
191216100
COCA COLA CO
Reduced-$1.8B$26.5B0.66%
166764100
CHEVRON CORP NEW
Increased$1.5B$19.0B0.55%
674599105
OCCIDENTAL PETE CORP
Increased$1.4B$12.5B0.52%
9.2343E+106
VERISIGN INC
Reduced-$1.3B$2.5B0.50%
H1467J104
CHUBB LIMITED
Increased$1.0B$8.8B0.38%
60505104
BANK AMER CORP
Increased$665.5M$29.3B0.25%
615369105
MOODYS CORP
Reduced-$619.5M$11.8B0.23%
23918K108
DAVITA INC
Reduced-$541.1M$4.3B0.20%
21036P108
CONSTELLATION BRANDS INC
Reduced-$375.3M$1.8B0.14%
501044101
KROGER CO
Reduced-$216.0M$3.4B0.08%
23331A109
D R HORTON INC
Sold out-$191.5M$00.07%
531229722
LIBERTY MEDIA CORP DEL
Increased$172.6M$1.1B0.06%
91324P102
UNITEDHEALTH GROUP INC
Increased$168.0M$1.7B0.06%
829933100
SIRIUS XM HOLDINGS INC
Increased$153.6M$2.9B0.06%
16119P108
CHARTER COMMUNICATIONS INC N
Reduced-$141.8M$291.9M0.05%
92826C839
VISA INC
Reduced-$113.4M$2.8B0.04%
526057104
LENNAR CORP
Increased$109.0M$888.7M0.04%
25754A201
DOMINOS PIZZA INC
Increased$100.5M$1.3B0.04%
531229748
LIBERTY MEDIA CORP DEL
Increased$73.9M$470.2M0.03%
500754106
KRAFT HEINZ CO
Increased$71.6M$8.5B0.03%
73278L105
POOL CORP
Increased$64.3M$1.1B0.02%
57636Q104
MASTERCARD INC
Increased$27.4M$2.3B0.01%
G0176J109
ALLEGION PLC
Increased$25.9M$138.4M0.01%
546347105
LOUISIANA PAC CORP
Increased$16.1M$503.3M0.01%
670346105
NUCOR CORP
Increased$11.0M$867.8M0.00%
02005N100
ALLY FINL INC
Increased$7.3M$1.1B0.00%
62944T105
NVR INC
Increased$7.2M$89.3M0.00%
422806208
HEICO CORP NEW
Reduced-$6.0M$328.9M0.00%
G9001E102
LIBERTY LATIN AMERICA LTD
Increased$5.8M$21.8M0.00%
512816109
LAMAR ADVERTISING CO NEW
Increased$5.2M$147.2M0.00%
47233W109
JEFFERIES FINL GROUP INC
Increased$4.7M$28.4M0.00%
G9001E128
LIBERTY LATIN AMERICA LTD
Increased$2.9M$10.8M0.00%
526057302
LENNAR CORP
Increased$2.7M$21.7M0.00%
23135106
AMAZON COM INC
Increased$1.8M$2.2B0.00%
14040H105
CAPITAL ONE FINL CORP
Reduced-$1.3M$1.5B0.00%
25243Q205
DIAGEO P L C
Reduced-$1.2M$21.7M0.00%
47726302
ATLANTA BRAVES HLDGS INC
Reduced-$1.2M$9.3M0.00%
G0403H108
AON PLC
Reduced-$738,000$1.5B0.00%
531229854
LIBERTY MEDIA CORP DEL
Reduced-$150,928$315.3M0.00%

Evidence

Related Cards

TG
Reduced30303M102

Chase Coleman

Tiger Global filed a 13F change in META PLATFORMS INC (30303M102) on 2025-11-14, covering period end 2025-09-30.

LP

Steve Mandel

Lone Pine Capital filed a 13F change in BROADCOM INC (11135F101) on 2025-11-14, covering period end 2025-09-30.

TG
Sold out532457108

Chase Coleman

Tiger Global filed a 13F change in LILLY ELI & CO (532457108) on 2025-11-14, covering period end 2025-09-30.

Berkshire Hathaway disclosed reduced in MOODYS CORP | TradingNote AI