BERKSHIRE HATHAWAY INC Long-Term Concentrated

CIK: 0001067983 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $259,807,673

Holdings (39)

AAPL APPLE INC 25.6%

Value ($000) $66,639,000 Shares 300,000,000 Est. Cost $88.56 Unrealized +160.6%

AXP AMERICAN EXPRESS CO 15.7%

Value ($000) $40,790,859 Shares 151,610,700 Est. Cost $59.62 Unrealized +390.5%

KO COCA COLA CO 11.0%

Value ($000) $28,648,000 Shares 400,000,000 Est. Cost $27.85 Unrealized +133.2%

BAC BANK AMER CORP 10.1%

Value ($000) $26,355,563 Shares 631,573,531 Est. Cost $21.59 Unrealized +102.1%

CVX CHEVRON CORP NEW 7.6%

Value ($000) $19,842,356 Shares 118,610,534 Est. Cost $115.69 Unrealized +30.1%

OXY OCCIDENTAL PETE CORP 5.0%

Value ($000) $13,077,509 Shares 264,941,431 Est. Cost $49.89 Unrealized -4.1%

MCO MOODYS CORP 4.4%

Value ($000) $11,488,469 Shares 24,669,778 Est. Cost $53.10 Unrealized +801.2%

KHC KRAFT HEINZ CO 3.8%

Value ($000) $9,909,068 Shares 325,634,818 Est. Cost $47.82 Unrealized -40.7%

CB CHUBB LIMITED 3.1%

Value ($000) $8,163,932 Shares 27,033,784 Est. Cost $216.16 Unrealized +27.8%

DVA DAVITA INC 2.1%

Value ($000) $5,375,745 Shares 35,142,479 Est. Cost $60.19 Unrealized +161.0%

KR KROGER CO 1.3%

Value ($000) $3,384,500 Shares 50,000,000 Est. Cost $28.73 Unrealized +116.8%

VRSN VERISIGN INC 1.3%

Value ($000) $3,373,902 Shares 13,289,880 Est. Cost $51.65 Unrealized +336.1%

V VISA INC 1.1%

Value ($000) $2,907,928 Shares 8,297,460 Est. Cost $57.91 Unrealized +480.8%

SIRI SIRIUS XM HOLDINGS INC 1.0%

Value ($000) $2,700,366 Shares 119,776,692 Est. Cost $30.34 Unrealized -22.4%

STZ CONSTELLATION BRANDS INC 0.8%

Value ($000) $2,203,892 Shares 12,009,000 Est. Cost $202.86 Unrealized -12.4%

MA MASTERCARD INC 0.8%

Value ($000) $2,185,162 Shares 3,986,648 Est. Cost $71.38 Unrealized +659.3%

AMZN AMAZON COM INC 0.7%

Value ($000) $1,902,600 Shares 10,000,000 Est. Cost $123.09 Unrealized +76.3%

AON AON PLC 0.6%

Value ($000) $1,636,269 Shares 4,100,000 Est. Cost $214.04 Unrealized +78.3%

COF CAPITAL ONE FINL CORP 0.5%

Value ($000) $1,281,995 Shares 7,150,000 Est. Cost $98.92 Unrealized +88.8%

DPZ DOMINOS PIZZA INC 0.5%

Value ($000) $1,204,041 Shares 2,620,613 Est. Cost $428.57 Unrealized +4.0%

ALLY ALLY FINL INC 0.4%

Value ($000) $1,057,630 Shares 29,000,000 Est. Cost $36.65 Unrealized -2.9%

TMUS T-MOBILE US INC 0.4%

Value ($000) $1,035,674 Shares 3,883,145 Est. Cost $113.70 Unrealized +113.7%

— LIBERTY MEDIA CORP DEL 0.3%

Value ($000) $743,929 Shares 10,917,661 Est. Cost $32.10 Unrealized —

CHTR CHARTER COMMUNICATIONS INC N 0.3%

Value ($000) $731,259 Shares 1,984,259 Est. Cost $215.31 Unrealized +66.1%

NUE NUCOR CORP 0.3%

Value ($000) $692,738 Shares 5,756,510 Est. Cost $126.78 Unrealized 0.0%

LPX LOUISIANA PAC CORP 0.2%

Value ($000) $521,048 Shares 5,664,793 Est. Cost $57.21 Unrealized +82.4%

POOL POOL CORP 0.2%

Value ($000) $466,064 Shares 1,464,000 Est. Cost $338.47 Unrealized -1.3%

— LIBERTY MEDIA CORP DEL 0.1%

Value ($000) $335,298 Shares 4,986,588 Est. Cost $31.92 Unrealized —

— LIBERTY MEDIA CORP DEL 0.1%

Value ($000) $316,115 Shares 3,512,000 Est. Cost $68.03 Unrealized —

HEI/A HEICO CORP NEW 0.1%

Value ($000) $245,166 Shares 1,162,088 Est. Cost $171.00 Unrealized +13.2%

LEN LENNAR CORP 0.1%

Value ($000) $221,522 Shares 1,929,972 Est. Cost $123.11 Unrealized 0.0%

DHI D R HORTON INC 0.1%

Value ($000) $192,268 Shares 1,512,371 Est. Cost $132.76 Unrealized 0.0%

NVR NVR INC 0.0%

Value ($000) $80,500 Shares 11,112 Est. Cost $5820.19 Unrealized +30.7%

DEO DIAGEO P L C 0.0%

Value ($000) $23,866 Shares 227,750 Est. Cost $181.18 Unrealized —

JEF JEFFERIES FINL GROUP INC 0.0%

Value ($000) $23,226 Shares 433,558 Est. Cost $27.19 Unrealized +141.8%

LILA LIBERTY LATIN AMERICA LTD 0.0%

Value ($000) $16,653 Shares 2,630,792 Est. Cost $20.32 Unrealized -66.9%

LEN/B LENNAR CORP 0.0%

Value ($000) $16,641 Shares 152,572 Est. Cost $89.80 Unrealized +30.2%

BATRK ATLANTA BRAVES HLDGS INC 0.0%

Value ($000) $8,948 Shares 223,645 Est. Cost $37.85 Unrealized +3.1%

LILAK LIBERTY LATIN AMERICA LTD 0.0%

Value ($000) $7,974 Shares 1,284,020 Est. Cost $19.08 Unrealized -65.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	300,000,000	$66,639,000	25.6%	$88.56	+160.6%	—	037833100
AXP	AMERICAN EXPRESS CO	151,610,700	$40,790,859	15.7%	$59.62	+390.5%	—	025816109
KO	COCA COLA CO	400,000,000	$28,648,000	11.0%	$27.85	+133.2%	—	191216100
BAC	BANK AMER CORP	631,573,531	$26,355,563	10.1%	$21.59	+102.1%	—	060505104
CVX	CHEVRON CORP NEW	118,610,534	$19,842,356	7.6%	$115.69	+30.1%	—	166764100
OXY	OCCIDENTAL PETE CORP	264,941,431	$13,077,509	5.0%	$49.89	-4.1%	—	674599105
MCO	MOODYS CORP	24,669,778	$11,488,469	4.4%	$53.10	+801.2%	—	615369105
KHC	KRAFT HEINZ CO	325,634,818	$9,909,068	3.8%	$47.82	-40.7%	—	500754106
CB	CHUBB LIMITED	27,033,784	$8,163,932	3.1%	$216.16	+27.8%	—	H1467J104
DVA	DAVITA INC	35,142,479	$5,375,745	2.1%	$60.19	+161.0%	—	23918K108
KR	KROGER CO	50,000,000	$3,384,500	1.3%	$28.73	+116.8%	—	501044101
VRSN	VERISIGN INC	13,289,880	$3,373,902	1.3%	$51.65	+336.1%	—	92343E102
V	VISA INC	8,297,460	$2,907,928	1.1%	$57.91	+480.8%	—	92826C839
SIRI	SIRIUS XM HOLDINGS INC	119,776,692	$2,700,366	1.0%	$30.34	-22.4%	—	829933100
STZ	CONSTELLATION BRANDS INC	12,009,000	$2,203,892	0.8%	$202.86	-12.4%	—	21036P108
MA	MASTERCARD INC	3,986,648	$2,185,162	0.8%	$71.38	+659.3%	—	57636Q104
AMZN	AMAZON COM INC	10,000,000	$1,902,600	0.7%	$123.09	+76.3%	—	023135106
AON	AON PLC	4,100,000	$1,636,269	0.6%	$214.04	+78.3%	—	G0403H108
COF	CAPITAL ONE FINL CORP	7,150,000	$1,281,995	0.5%	$98.92	+88.8%	—	14040H105
DPZ	DOMINOS PIZZA INC	2,620,613	$1,204,041	0.5%	$428.57	+4.0%	—	25754A201
ALLY	ALLY FINL INC	29,000,000	$1,057,630	0.4%	$36.65	-2.9%	—	02005N100
TMUS	T-MOBILE US INC	3,883,145	$1,035,674	0.4%	$113.70	+113.7%	—	872590104
—	LIBERTY MEDIA CORP DEL	10,917,661	$743,929	0.3%	$32.10	—	—	531229722
CHTR	CHARTER COMMUNICATIONS INC N	1,984,259	$731,259	0.3%	$215.31	+66.1%	—	16119P108
NUE	NUCOR CORP	5,756,510	$692,738	0.3%	$126.78	0.0%	—	670346105
LPX	LOUISIANA PAC CORP	5,664,793	$521,048	0.2%	$57.21	+82.4%	—	546347105
POOL	POOL CORP	1,464,000	$466,064	0.2%	$338.47	-1.3%	—	73278L105
—	LIBERTY MEDIA CORP DEL	4,986,588	$335,298	0.1%	$31.92	—	—	531229748
—	LIBERTY MEDIA CORP DEL	3,512,000	$316,115	0.1%	$68.03	—	—	531229854
HEI/A	HEICO CORP NEW	1,162,088	$245,166	0.1%	$171.00	+13.2%	—	422806208
LEN	LENNAR CORP	1,929,972	$221,522	0.1%	$123.11	0.0%	—	526057104
DHI	D R HORTON INC	1,512,371	$192,268	0.1%	$132.76	0.0%	—	23331A109
NVR	NVR INC	11,112	$80,500	0.0%	$5820.19	+30.7%	—	62944T105
DEO	DIAGEO P L C	227,750	$23,866	0.0%	$181.18	—	—	25243Q205
JEF	JEFFERIES FINL GROUP INC	433,558	$23,226	0.0%	$27.19	+141.8%	—	47233W109
LILA	LIBERTY LATIN AMERICA LTD	2,630,792	$16,653	0.0%	$20.32	-66.9%	—	G9001E102
LEN/B	LENNAR CORP	152,572	$16,641	0.0%	$89.80	+30.2%	—	526057302
BATRK	ATLANTA BRAVES HLDGS INC	223,645	$8,948	0.0%	$37.85	+3.1%	—	047726302
LILAK	LIBERTY LATIN AMERICA LTD	1,284,020	$7,974	0.0%	$19.08	-65.0%	—	G9001E128