Main changes in Berkshire Hathaway’s portfolio positions in Q2 FY 2024 compared to Q1 FY 2024:
Fresh positions in: HEI.A (~1.04 mln shares), ULTA (~0.69 mln shares);
Enlarged positions in: SIRI (to ~132.88 mln shares from ~36.68 mln shares), OXY (to ~255.28 mln shares from ~248.02 mln shares), LSXMK (to~ 70 mln shares from ~65.49 mln shares), LSXMA (to ~35.18 mln shares from ~32.76 mln shares), CB (to ~27.03 mln shares from ~25.92 mln shares);
Maintained positions in: BAC (~1032.85 mln shares), KO (~400 mln shares), KHC (~325.63 mln shares), AXP (~151.61 mln shares), C (~55.24 mln shares), DVA (~ 36.1 mln shares), MCO (~24.67 mln shares);
Reduced positions in: AAPL (to ~400 mln shares from ~789.37 mln shares), CVX (to ~118.61 mln shares from ~122.98 mln shares), COF (to ~9.82 mln shares from ~12.47 mln shares), FND (to ~3.98 mln shares from ~4.78 mln shares), LPX (to ~5.96 mln shares from ~6.6 mln shares), TMUS (to ~4.67 mln shares from ~5.24 mln shares);
Closed positions in: PARA (from ~7.53 mln shares), SNOW (from ~6.13 mln shares)