Warren Buffett Holdings Activity

Berkshire Hathaway Portfolio 13F

Berkshire Hathaway has disclosed a total of 29 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 3 totally new, decreased the number of shares of 6 and completely sold out 16 position(s).

What stocks is Warren Buffett buying now?

In the recent quarter Warren Buffett has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (GOOGL) ALPHABET INC-CL A (added shares +203.99%), (DAL) DELTA AIR LINES INC (new buy), (GOOG) ALPHABET INC-CL C (new buy), (NYT) NEW YORK TIMES CO-A (added shares +199%) and (LEN) LENNAR CORP-A (added shares +43.24%).

What does Warren Buffett invest in?

Warren Buffett's top 5 holdings (by % of portfolio) are (AAPL) APPLE INC (21.99%), (AXP) AMERICAN EXPRESS CO (17.43%), (KO) COCA-COLA CO/THE (11.56%), (BAC) BANK OF AMERICA CORP (9.52%) and (CVX) CHEVRON CORP (6.64%).

In the latest report(s) the following changes have been made to the top investments: (BAC) BANK OF AMERICA CORP (reduced shares -0.71%) and (CVX) CHEVRON CORP (reduced shares -35.17%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2026 Q1 (29 results)
DAL
DELTA AIR LINES INC
buy
+39,809,456
+1.01%
$66.48
19.46% $79.42
1.01%
GOOG
ALPHABET INC-CL C
buy
+3,585,215
+0.39%
$286.86
27.50% $365.76
0.39%
M
MACY'S INC
buy
+3,038,355
+0.02%
$18.09
22.50% $22.16
0.02%
GOOGL
ALPHABET INC-CL A
+203.99%
+36,403,656
+3.98%
$287.56
28.16% $368.53
5.93%
NYT
NEW YORK TIMES CO-A
+199.00%
+10,080,791
+0.32%
$83.73
8.18% $76.88
0.48%
LEN
LENNAR CORP-A
+43.24%
+3,048,692
+0.10%
$86.84
4.20% $90.49
0.33%
LEN.B
LENNAR CORP - B SHS
+31.34%
+56,723
+0.00%
$84.12
-
0.01%
BAC
BANK OF AMERICA CORP
-0.71%
-3,671,769
-0.07%
$48.75
10.42% $53.83
9.52%
LLYVK
LIBERTY LIVE HOLDINGS-C
-3.03%
-330,518
-0.01%
$94.11
0.81% $93.35
0.38%
DVA
DAVITA INC
-5.22%
-1,658,480
-0.10%
$153.69
25.03% $192.16
1.76%
CVX
CHEVRON CORP
-35.17%
-45,780,506
-3.60%
$206.90
9.47% $187.31
6.64%
NUE
NUCOR CORP
-39.03%
-2,500,674
-0.16%
$169.10
50.44% $254.39
0.25%
STZ
CONSTELLATION BRANDS INC-A
-95.13%
-12,367,110
-0.71%
$150.00
6.06% $140.91
0.04%
ALLE
ALLEGION PLC
-100.00%
-780,133
-0.05%
$159.22
18.25% $130.16
0.00%
POOL
POOL CORP
-100.00%
-3,068,885
-0.27%
$228.75
18.90% $185.52
0.00%
LAMR
LAMAR ADVERTISING CO-A NEW
-100.00%
-1,202,410
-0.06%
$126.58
-
0.00%
DEO
DIAGEO PLC-SPONSORED ADR
-100.00%
-227,750
-0.01%
$86.27
-
0.00%
AMZN
AMAZONCOM INC
-100.00%
-2,276,000
-0.20%
$230.82
6.59% $246.03
0.00%
AON
AON PLC-CLASS A
-100.00%
-3,602,995
-0.48%
$352.88
6.90% $328.53
0.00%
UNH
UNITEDHEALTH GROUP INC
-100.00%
-5,039,564
-0.63%
$330.11
21.01% $399.47
0.00%
FWONK
LIBERTY MEDIA CORP-LIB-NEW-C
-100.00%
-3,018,555
-0.11%
$98.51
-
0.00%
DPZ
DOMINO'S PIZZA INC
-100.00%
-3,350,000
-0.53%
$416.82
24.67% $313.99
0.00%
BATRK
ATLANTA BRAVES HOLDINGS IN-C
-100.00%
-115,428
-0.00%
$39.45
25.70% $49.59
0.00%
LILA
LIBERTY LATIN AMERIC-CL A
-100.00%
-2,396,665
-0.01%
$7.39
2.30% $7.56
0.00%
V
VISA INC-CLASS A SHARES
-100.00%
-8,297,460
-1.11%
$350.71
7.74% $323.57
0.00%
MA
MASTERCARD INC - A
-100.00%
-3,986,648
-0.87%
$570.88
13.98% $491.08
0.00%
HEI.A
HEICO CORP INC CL A
-100.00%
-1,294,612
-0.12%
$252.43
-
0.00%
CHTR
CHARTER COMMUNICATIONS INC-A
-100.00%
-1,060,882
-0.08%
$208.75
36.71% $132.12
0.00%
LILAK
LIBERTY LATIN AMERIC-CL C
-100.00%
-1,284,020
-0.00%
$7.46
2.01% $7.61
0.00%
2025 Q4 (20 results)
LLYVK
LIBERTY LIVE HOLDINGS-C
buy
+10,917,661
+0.33%
$83.16
12.25% $93.35
0.33%
FWONK
LIBERTY MEDIA CORP-LIB-NEW-C
buy
+3,018,555
+0.11%
$98.51
-
0.00%
NYT
NEW YORK TIMES CO-A
buy
+5,065,744
+0.13%
$69.42
10.75% $76.88
0.13%
LLYVA
LIBERTY LIVE HOLDINGS-A
buy
+4,986,588
+0.15%
$81.50
11.18% $90.61
0.15%
DPZ
DOMINO'S PIZZA INC
+12.34%
+368,055
+0.06%
$416.82
24.67% $313.99
0.00%
CB
CHUBB LTD
+9.31%
+2,916,288
+0.33%
$312.12
4.53% $326.27
3.90%
CVX
CHEVRON CORP
+6.63%
+8,091,570
+0.45%
$152.41
22.90% $187.31
7.24%
LAMR
LAMAR ADVERTISING CO-A NEW
+0.02%
+300
+0.00%
$126.58
-
0.00%
DVA
DAVITA INC
-1.25%
-401,514
-0.02%
$113.61
69.14% $192.16
1.32%
STZ
CONSTELLATION BRANDS INC-A
-2.99%
-400,000
-0.02%
$137.96
2.14% $140.91
0.65%
AAPL
APPLE INC
-4.32%
-10,294,956
-1.02%
$271.86
13.05% $307.34
22.60%
LILA
LIBERTY LATIN AMERIC-CL A
-8.90%
-234,127
-0.00%
$7.39
2.30% $7.56
0.00%
BAC
BANK OF AMERICA CORP
-8.94%
-50,774,078
-1.02%
$55.00
2.13% $53.83
10.38%
POOL
POOL CORP
-11.28%
-390,000
-0.03%
$228.75
18.90% $185.52
0.00%
AON
AON PLC-CLASS A
-12.12%
-497,005
-0.06%
$352.88
6.90% $328.53
0.00%
BATRK
ATLANTA BRAVES HOLDINGS IN-C
-48.39%
-108,217
-0.00%
$39.45
25.70% $49.59
0.00%
AMZN
AMAZONCOM INC
-77.24%
-7,724,000
-0.65%
$230.82
6.59% $246.03
0.00%
LLYVK
LIBERTY MEDIA CORP-LIBERTY-C
-100.00%
-10,917,661
-0.39%
$96.97
-
0.00%
LLYVA
LIBERTY MEDIA CORP-LIBERTY-A
-100.00%
-4,986,588
-0.17%
$94.30
-
0.00%
FWONK
LIBERTY MEDIA CORP-LIBERTY-C
-100.00%
-3,018,555
-0.12%
$104.45
-
0.00%
49 of 818

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.