Main changes in Berkshire Hathaway’s portfolio positions in Q3 FY 2024 compared to Q2 FY 2024:
Fresh positions in: DPZ (~1.28 mln shares), POOL (~0.4 mln shares);
Maintained positions in: KO (~400 mln shares), KHC (~325.63 mln shares), OXY (~255.28 mln shares), AXP (~151.61 mln shares), CVX (~118.61 mln shares), C (~55.24 mln shares), KR (~50 mln shares), DVA (~36.1 mln shares), CB (~27.03 mln shares);
Reduced positions in: BAC (to ~797.68 mln shares from ~1032.85 mln shares), AAPL (to ~300 mln shares from ~400 mln shares), NU (to ~86.44 mln shares from ~107.12 mln shares), CHTR (to ~2.82 mln shares from ~3.83 mln shares), COF (to ~9.1 mln shares from ~9.82 mln shares), ULTA (to ~0.02 mln shares from ~0.69 mln shares);
Closed positions in: FND (from ~3.98 mln shares).