Subject: Read All About It
Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: New NYT position, Added to CVX CB DPZ, Lowered BAC AAPL AMZN AON STZ POOL LILA holdings
Highlights from Q4 2025 filing as compared to Q3 2025 (all amounts are approximate):
New: NYT (5.07 mln shares)
Increased: CVX (130.16 mln shares from 122.06 mln shares), CB (34.25 mln from 31.33 mln), DPZ (3.35 mln from 2.98 mln)
Maintained: KO (400 mln shares), KHC (325.63 mln), OXY (264.94 mln), AXP (151.61 mln), KR (50 mln), DVA (31.76 mln), MCO (24.67 mln), GOOGL (17.85 mln), V (8.3 mln),
Decreased: BAC (517.3 mln shares from 568.07 mln shares), AAPL (227.92 mln from 238.21 mln), AMZN (2.28 mln from 10 mln), AON (3.6 mln from 4.1 mln), STZ (13 mln from 13.4 mln), POOL (3.07 mln from 3.46 mln), LILA (2.4 mln from 2.63 mln), BATRK (0.12 mln from 0.22 mln)