BERKSHIRE HATHAWAY INC Long-Term Concentrated

CIK: 0001067983 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $257,521,777 (100.0% shares, 0.0% debt)

Holdings (41)

AAPL APPLE INC 22.3%

Value ($000) $57,447,600 Shares 280,000,000 Est. Cost $88.56 Unrealized +127.4%

AXP AMERICAN EXPRESS CO 18.8%

Value ($000) $48,360,781 Shares 151,610,700 Est. Cost $59.62 Unrealized +368.6%

BAC BANK AMER CORP 11.1%

Value ($000) $28,641,252 Shares 605,267,375 Est. Cost $21.59 Unrealized +92.0%

KO COCA COLA CO 11.0%

Value ($000) $28,300,000 Shares 400,000,000 Est. Cost $27.85 Unrealized +150.5%

CVX CHEVRON CORP NEW 6.8%

Value ($000) $17,478,458 Shares 122,064,792 Est. Cost $116.29 Unrealized +17.8%

MCO MOODYS CORP 4.8%

Value ($000) $12,374,114 Shares 24,669,778 Est. Cost $53.10 Unrealized +768.1%

OXY OCCIDENTAL PETE CORP 4.3%

Value ($000) $11,130,190 Shares 264,941,431 Est. Cost $49.89 Unrealized -17.5%

KHC KRAFT HEINZ CO 3.3%

Value ($000) $8,407,891 Shares 325,634,818 Est. Cost $47.82 Unrealized -44.3%

CB CHUBB LIMITED 3.0%

Value ($000) $7,832,228 Shares 27,033,784 Est. Cost $216.16 Unrealized +32.8%

DVA DAVITA INC 1.9%

Value ($000) $4,814,317 Shares 33,796,541 Est. Cost $60.19 Unrealized +135.4%

VRSN VERISIGN INC 1.5%

Value ($000) $3,838,117 Shares 13,289,880 Est. Cost $51.65 Unrealized +420.7%

KR KROGER CO 1.4%

Value ($000) $3,586,500 Shares 50,000,000 Est. Cost $28.73 Unrealized +137.4%

V VISA INC 1.1%

Value ($000) $2,946,013 Shares 8,297,460 Est. Cost $57.91 Unrealized +499.2%

SIRI SIRIUS XM HOLDINGS INC 1.1%

Value ($000) $2,751,271 Shares 119,776,692 Est. Cost $30.34 Unrealized -29.1%

MA MASTERCARD INC 0.9%

Value ($000) $2,240,257 Shares 3,986,648 Est. Cost $71.38 Unrealized +672.5%

AMZN AMAZON COM INC 0.9%

Value ($000) $2,193,900 Shares 10,000,000 Est. Cost $123.09 Unrealized +60.8%

STZ CONSTELLATION BRANDS INC 0.8%

Value ($000) $2,179,912 Shares 13,400,000 Est. Cost $200.14 Unrealized -11.7%

UNH UNITEDHEALTH GROUP INC 0.6%

Value ($000) $1,572,193 Shares 5,039,564 Est. Cost $374.94 Unrealized 0.0%

COF CAPITAL ONE FINL CORP 0.6%

Value ($000) $1,521,234 Shares 7,150,000 Est. Cost $98.92 Unrealized +87.1%

AON AON PLC 0.6%

Value ($000) $1,462,716 Shares 4,100,000 Est. Cost $214.04 Unrealized +68.8%

DPZ DOMINOS PIZZA INC 0.5%

Value ($000) $1,186,821 Shares 2,633,868 Est. Cost $428.57 Unrealized +8.3%

ALLY ALLY FINL INC 0.4%

Value ($000) $1,129,550 Shares 29,000,000 Est. Cost $36.65 Unrealized -7.9%

POOL POOL CORP 0.4%

Value ($000) $1,008,196 Shares 3,458,885 Est. Cost $315.83 Unrealized -5.3%

— LIBERTY MEDIA CORP DEL 0.3%

Value ($000) $886,077 Shares 10,917,661 Est. Cost $32.10 Unrealized —

NUE NUCOR CORP 0.3%

Value ($000) $856,792 Shares 6,614,112 Est. Cost $125.32 Unrealized -7.8%

LEN LENNAR CORP 0.3%

Value ($000) $779,689 Shares 7,048,993 Est. Cost $111.63 Unrealized -3.9%

LPX LOUISIANA PAC CORP 0.2%

Value ($000) $487,116 Shares 5,664,793 Est. Cost $57.21 Unrealized +55.3%

CHTR CHARTER COMMUNICATIONS INC N 0.2%

Value ($000) $433,699 Shares 1,060,882 Est. Cost $215.31 Unrealized +77.8%

— LIBERTY MEDIA CORP DEL 0.2%

Value ($000) $396,334 Shares 4,986,588 Est. Cost $31.92 Unrealized —

HEI/A HEICO CORP NEW 0.1%

Value ($000) $334,981 Shares 1,294,612 Est. Cost $175.89 Unrealized +24.3%

— LIBERTY MEDIA CORP DEL 0.1%

Value ($000) $315,439 Shares 3,018,555 Est. Cost $68.03 Unrealized —

DHI D R HORTON INC 0.1%

Value ($000) $191,491 Shares 1,485,350 Est. Cost $132.76 Unrealized -7.9%

LAMR LAMAR ADVERTISING CO NEW 0.1%

Value ($000) $141,931 Shares 1,169,507 Est. Cost $121.36 Unrealized —

ALLE ALLEGION PLC 0.0%

Value ($000) $112,433 Shares 780,133 Est. Cost $136.29 Unrealized 0.0%

NVR NVR INC 0.0%

Value ($000) $82,069 Shares 11,112 Est. Cost $5820.19 Unrealized +23.1%

JEF JEFFERIES FINL GROUP INC 0.0%

Value ($000) $23,711 Shares 433,558 Est. Cost $27.19 Unrealized +77.6%

DEO DIAGEO P L C 0.0%

Value ($000) $22,966 Shares 227,750 Est. Cost $181.18 Unrealized —

LEN/B LENNAR CORP 0.0%

Value ($000) $19,043 Shares 180,930 Est. Cost $91.68 Unrealized +11.1%

LILA LIBERTY LATIN AMERICA LTD 0.0%

Value ($000) $16,048 Shares 2,630,792 Est. Cost $20.32 Unrealized -73.8%

BATRK ATLANTA BRAVES HLDGS INC 0.0%

Value ($000) $10,460 Shares 223,645 Est. Cost $37.85 Unrealized +8.0%

LILAK LIBERTY LATIN AMERICA LTD 0.0%

Value ($000) $7,987 Shares 1,284,020 Est. Cost $19.08 Unrealized -71.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	280,000,000	$57,447,600	22.3%	$88.56	+127.4%	COM	037833100
AXP	AMERICAN EXPRESS CO	151,610,700	$48,360,781	18.8%	$59.62	+368.6%	COM	025816109
BAC	BANK AMER CORP	605,267,375	$28,641,252	11.1%	$21.59	+92.0%	COM	060505104
KO	COCA COLA CO	400,000,000	$28,300,000	11.0%	$27.85	+150.5%	COM	191216100
CVX	CHEVRON CORP NEW	122,064,792	$17,478,458	6.8%	$116.29	+17.8%	COM	166764100
MCO	MOODYS CORP	24,669,778	$12,374,114	4.8%	$53.10	+768.1%	COM	615369105
OXY	OCCIDENTAL PETE CORP	264,941,431	$11,130,190	4.3%	$49.89	-17.5%	COM	674599105
KHC	KRAFT HEINZ CO	325,634,818	$8,407,891	3.3%	$47.82	-44.3%	COM	500754106
CB	CHUBB LIMITED	27,033,784	$7,832,228	3.0%	$216.16	+32.8%	COM	H1467J104
DVA	DAVITA INC	33,796,541	$4,814,317	1.9%	$60.19	+135.4%	COM	23918K108
VRSN	VERISIGN INC	13,289,880	$3,838,117	1.5%	$51.65	+420.7%	COM	92343E102
KR	KROGER CO	50,000,000	$3,586,500	1.4%	$28.73	+137.4%	COM	501044101
V	VISA INC	8,297,460	$2,946,013	1.1%	$57.91	+499.2%	COM CL A	92826C839
SIRI	SIRIUS XM HOLDINGS INC	119,776,692	$2,751,271	1.1%	$30.34	-29.1%	COMMON STOCK	829933100
MA	MASTERCARD INC	3,986,648	$2,240,257	0.9%	$71.38	+672.5%	CL A	57636Q104
AMZN	AMAZON COM INC	10,000,000	$2,193,900	0.9%	$123.09	+60.8%	COM	023135106
STZ	CONSTELLATION BRANDS INC	13,400,000	$2,179,912	0.8%	$200.14	-11.7%	CL A	21036P108
UNH	UNITEDHEALTH GROUP INC	5,039,564	$1,572,193	0.6%	$374.94	0.0%	COM	91324P102
COF	CAPITAL ONE FINL CORP	7,150,000	$1,521,234	0.6%	$98.92	+87.1%	COM	14040H105
AON	AON PLC	4,100,000	$1,462,716	0.6%	$214.04	+68.8%	SHS CL A	G0403H108
DPZ	DOMINOS PIZZA INC	2,633,868	$1,186,821	0.5%	$428.57	+8.3%	COM	25754A201
ALLY	ALLY FINL INC	29,000,000	$1,129,550	0.4%	$36.65	-7.9%	COM	02005N100
POOL	POOL CORP	3,458,885	$1,008,196	0.4%	$315.83	-5.3%	COM	73278L105
—	LIBERTY MEDIA CORP DEL	10,917,661	$886,077	0.3%	$32.10	—	COM LBTY LIV S C	531229722
NUE	NUCOR CORP	6,614,112	$856,792	0.3%	$125.32	-7.8%	COM	670346105
LEN	LENNAR CORP	7,048,993	$779,689	0.3%	$111.63	-3.9%	CL A	526057104
LPX	LOUISIANA PAC CORP	5,664,793	$487,116	0.2%	$57.21	+55.3%	COM	546347105
CHTR	CHARTER COMMUNICATIONS INC N	1,060,882	$433,699	0.2%	$215.31	+77.8%	CL A	16119P108
—	LIBERTY MEDIA CORP DEL	4,986,588	$396,334	0.2%	$31.92	—	COM LBTY LIV S A	531229748
HEI/A	HEICO CORP NEW	1,294,612	$334,981	0.1%	$175.89	+24.3%	CL A	422806208
—	LIBERTY MEDIA CORP DEL	3,018,555	$315,439	0.1%	$68.03	—	COM SER C FRMLA	531229854
DHI	D R HORTON INC	1,485,350	$191,491	0.1%	$132.76	-7.9%	COM	23331A109
LAMR	LAMAR ADVERTISING CO NEW	1,169,507	$141,931	0.1%	$121.36	—	CL A	512816109
ALLE	ALLEGION PLC	780,133	$112,433	0.0%	$136.29	0.0%	ORD SHS	G0176J109
NVR	NVR INC	11,112	$82,069	0.0%	$5820.19	+23.1%	COM	62944T105
JEF	JEFFERIES FINL GROUP INC	433,558	$23,711	0.0%	$27.19	+77.6%	COM	47233W109
DEO	DIAGEO P L C	227,750	$22,966	0.0%	$181.18	—	SPON ADR NEW	25243Q205
LEN/B	LENNAR CORP	180,930	$19,043	0.0%	$91.68	+11.1%	CL B	526057302
LILA	LIBERTY LATIN AMERICA LTD	2,630,792	$16,048	0.0%	$20.32	-73.8%	COM CL A	G9001E102
BATRK	ATLANTA BRAVES HLDGS INC	223,645	$10,460	0.0%	$37.85	+8.0%	COM SER C	047726302
LILAK	LIBERTY LATIN AMERICA LTD	1,284,020	$7,987	0.0%	$19.08	-71.8%	COM CL C	G9001E128