44 Stocks in Berkshire Hathaway's $378B Portfolio

Sponsored by

Discover the inside scoop on Warren Buffett's $378 billion portfolio! In a recent filing with the Securities and Exchange Commission, Buffett revealed his latest moves, providing a valuable glimpse into his investment strategy.

While some may overlook the importance of these filings, savvy investors know that they offer a treasure trove of insights. From the hottest stocks to emerging trends, Buffett's portfolio snapshot is a must-read for anyone looking to stay ahead in the market.

Join me as I delve into the 44 stocks that Buffett holds dear, uncovering the hidden gems and potential opportunities that could shape your investment journey. Don't miss out on this exclusive peek into the mind of one of Wall Street's most legendary investors!

Berkshire's Billion-Dollar Portfolio

In the latest filing for the quarter ended in March, Buffett, along with his trusted investment aides Todd Combs and Ted Weschler, have strategically allocated investments across 44 carefully selected stocks. With a portfolio value of approximately $378 billion, Berkshire Hathaway's holdings offer a fascinating insight into the mind of one of the world's most successful investors.

But before I dive in, it's important to note that we've excluded index funds from this analysis, focusing solely on individual stocks. Additionally, I've omitted Paramount Global, a stock Buffett recently divested from completely. Now, let's take a closer look at the gems hidden within Warren Buffett's legendary portfolio.

Click subscribe to Investor’s Notebook newsletter and receive these bonuses for FREE:

• Top 5 Fast Growing AI Stocks

• Stock Language 101

The Core Investments Driving Berkshire's Success

Warren Buffett's investment strategy is all about focus and conviction, and nowhere is this more evident than in his core holdings. Despite managing a diverse portfolio of 44 stocks, Buffett places a heavy emphasis on his top ideas, with eight key investments dominating Berkshire's massive $377.6 billion portfolio.

Leading the pack is tech titan Apple, which despite a recent reduction in holdings, still commands nearly 40% of Berkshire's invested assets. Buffett's affinity for consumer behavior has led him to appreciate Apple's innovative products and customer loyalty, bolstered by its impressive stock buyback program.

Buffett's penchant for cyclical businesses is reflected in his significant holdings in financials like Bank of America and American Express. These companies thrive during periods of economic growth, leveraging their unique positions in the market to generate substantial returns.

In a surprising move, Buffett has also doubled down on energy stocks, with heavy investments in Chevron and Occidental Petroleum. With a focus on integrated energy operations and favorable market conditions, these companies are poised to deliver strong cash flows, albeit with some caution due to Occidental Petroleum's debt obligations.

As I delve deeper into Buffett's core investments, it becomes clear that his strategic approach to portfolio management is a key driver of Berkshire's success in the market.

Here are the core holdings driving Berkshire's success:

1. Apple (NASDAQ: AAPL)

2. Bank of America (NYSE: BAC)

3. American Express (NYSE: AXP)

4. Coca-Cola

5. Chevron (NYSE: CVX)

6. Occidental Petroleum (NYSE: OXY)

7. Kraft Heinz

8. Moody's

Beyond the Core: Buffett's Billion-Dollar Bets That Shape Berkshire's Portfolio

Even with a significant portion of Berkshire's portfolio allocated to its core holdings, Warren Buffett and his team have made strategic investments in an additional 20 stocks, each valued between $1 billion and $8 billion.

Here are Buffett's other billion-dollar wagers:

1. Mitsubishi: $7,766,903,245

2. Chubb: $7,126,722,854

3. Mitsui: $6,400,541,253

4. Itochu: $5,515,170,124

5. DaVita: $5,043,273,040

6. Citigroup: $3,553,897,791

7. Marubeni: $2,710,573,632

8. Kroger: $2,703,500,000

9. Sumitomo: $2,672,029,041

10. BYD: $2,514,497,175

11. Visa (NYSE: V): $2,325,861,013

12. VeriSign: $2,184,421,236

13. Amazon (NASDAQ: AMZN): $1,848,100,000

14. Mastercard (NYSE: MA): $1,834,575,677

15. Capital One Financial: $1,766,147,269

16. Liberty SiriusXM Series C: $1,713,670,919

17. Nu Holdings: $1,247,933,834

18. Aon: $1,194,945,000

19. Ally Financial: $1,247,933,834

20. Charter Communications: $1,049,933,912

This diverse mix includes financial giants like Visa and Mastercard, reflecting Buffett's enduring interest in the sector. Additionally, Berkshire's investments in Japan's leading trading houses and other international companies underscore its global footprint and commitment to diversified growth opportunities.

It's worth noting the influence of Buffett's investment deputies, Todd Combs and Ted Weschler, as seen in the inclusion of Amazon among Berkshire's holdings. While not a traditional Buffett pick, Amazon's strong fundamentals and market position align with Berkshire's investment principles, showcasing the evolving dynamics within Berkshire's portfolio management strategy.

Unveiling Buffett's Strategic Smaller Holdings: Diverse Investments Driving Berkshire's Portfolio Growth

The final segment of Berkshire's sprawling $378 billion portfolio showcases Warren Buffett's and his team's shrewd investment approach, with 16 smaller holdings valued between $8.7 million and $995 million.

Here are Buffett's smaller holdings:

1. Snowflake: $994,883,570

2. Liberty SiriusXM Series A: $861,964,366

3. T-Mobile: $859,111,380

4. Louisiana-Pacific: $589,460,585

5. Floor & Décor: $567,290,400

6. Liberty Formula One Series C: $555,939,247

7. Liberty Live Series C: $442,297,801

8. Liberty Live Series A: $193,488,459

9. Sirius XM Holdings: $111,146,193

10. NVR (NYSE: NVR): $85,437,168

11. Diageo: $32,456,653

12. Lennar Class B (NYSE: LEN.B): $23,375,556

13. Liberty Latin America Series A: $22,993,122

14. Jefferies Financial Group: $20,377,226

15. Liberty Latin America Series C: $11,235,175

16. Atlanta Braves Holdings Series C: $8,733,337

These holdings reflect Berkshire's keen focus on finding value in a pricey stock market, often influenced by Buffett's investment deputies, Todd Combs and Ted Weschler.

For example, their strategic investments in homebuilders like NVR and Lennar highlight Berkshire's commitment to sectors offering value opportunities. Despite the fluctuations in the housing market, these companies maintain solid fundamentals, with Lennar trading at attractive forward-year earnings multiples and NVR boasting a rapid growth trajectory fueled by its innovative land-light business model.

While these smaller holdings may not currently qualify as core investments, they represent shorter-term strategic bets that could potentially evolve into significant assets within Berkshire's portfolio over time.

Conclusion

Warren Buffett's Berkshire Hathaway portfolio reflects a blend of core holdings, strategic bets, and diverse investments, embodying his timeless investment principles and strategic acumen. From industry giants like Apple to emerging opportunities in sectors like telecommunications and homebuilding, Buffett's portfolio exemplifies a balanced approach to wealth creation, combining stability with agility. As investors dissect Buffett's moves, Berkshire remains a testament to disciplined investing and steadfast conviction in sustainable wealth generation.

These stories are presented thanks to beehiiv, an all-in-one newsletter suite built by the early Morning Brew team.

Fully equipped with built-in growth and monetization tools, no code website and newsletter builder, and best-in-class analytics that actually move the needle.

The top newsletters in the world are built on beehiiv, and yours can be too. It's the most affordable option in the market, and you can try it for free — no credit card required.

Get started →

Want to delve deeper into the world of investing? Subscribe for my FREE newsletter today and gain access to insider tips, expert analysis, and actionable insights to fuel your journey towards financial prosperity.