Berkshire Hathaway discloses latest holdings in 13F filing

Berkshire Hathaway discloses latest holdings in 13F filing

Berkshire Hathaway is set to release its quarterly 13F filing on July 14, 2025, which will provide insights into the company's stock holdings and investment strategies for the second quarter. The filing, due after the close of trading on Thursday, will offer investors a glimpse into which stocks Warren Buffett and his team have bought or sold, as well as any new investments or exits from existing positions.

The upcoming 13F filing is eagerly anticipated, particularly for its potential to reveal Berkshire's mystery stock, which Buffett has been quietly accumulating over several quarters. This position, estimated to be around $4.8 billion, has sparked speculation among investors and financial analysts alike [1].

In the first quarter, Berkshire Hathaway made several notable moves. The company sold its positions in Citigroup Inc (C) and Nu Holdings (NU) and decreased its holdings in stocks such as Formula One (FWONK), T-Mobile US (TMUS), Bank of America (BAC), Capital One Financial (COF), DaVita Inc (DVA), and Charter Communications (CHT). On the other hand, Berkshire increased its holdings in Pool Corporation (POOL), Constellation Brands (STZ), Heico Corporation (HEI), Domino's Pizza (DPZ), Sirius XM Holdings (SIRI), Occidental Petroleum (OXY), and VeriSign Inc (VRSN) [2].

Investors are also watching Buffett's holding of Apple (AAPL) stock, the largest position in the Berkshire portfolio. Given Apple's underperformance this year, there is a possibility that Berkshire may have sold some shares in the second quarter [2].

The 13F filing is expected to show whether Berkshire continued its trend of decreasing holdings in financial stocks, such as Bank of America, which it has been reducing over the past quarters. Additionally, the filing may indicate further increases in positions like Pool Corporation, Constellation Brands, and Domino's Pizza, which have seen significant growth in recent quarters [2].

The mystery stock, which Buffett has been quietly accumulating, is likely to be an industrial company given the clues from Berkshire's 10-Q reports. Potential candidates for the mystery stock include United Parcel Service (UPS), FedEx Corporation (FDX), Lockheed Martin (LMT), Caterpillar (CAT), GE Aerospace (GE), RTX Corporation (RTX), GE Vernova (GEV), Boeing Inc (BA), Deere & Company (DE), and CSX Corporation (CSX) [1].

Berkshire Hathaway's 13F filing will provide valuable insights into the company's investment strategy and may offer clues about its future growth plans. Investors and financial professionals are eagerly awaiting the release of this filing to gain a better understanding of Berkshire's latest moves and potential new investments.

References:
[1] https://www.benzinga.com/trading-ideas/long-ideas/25/08/47096009/berkshire-hathaway-13f-preview-did-buffett-trim-apple-and-will-the-mystery-stock-be-revealed
[2] https://www.investors.com/news/warren-buffett-berkshire-hathaway-13f-secret-stock-pick-apple-bac/