MondegarAI
Berkshire

Q3 2025 · 13F-HR

Berkshireholdings as filed

Filed 2025-11-14 · accession 0001193125-25-282901

$267.33B
Reported value
41
Positions
2025-09-30
Period end
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The Brief · Berkshire · Q3 2025

AI · grounded in 13F

Berkshire established a new position in AAPL valued at $60.66B. The fund also added new stakes in AXP for $50.36B and BAC for $29.31B. Other new positions include KO at $26.53B, CVX at $18.96B, and OXY at $12.52B. Total AUM stands at $267.33B across 41 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$60.66B22.7%238,212,764CommonSOLE
025816109AXPAMERICAN EXPRESS CO$50.36B18.8%151,610,700CommonSOLE
060505104BACBANK AMER CORP$29.31B11.0%568,070,012CommonSOLE
191216100KOCOCA COLA CO$26.53B9.92%400,000,000CommonSOLE
166764100CVXCHEVRON CORP NEW$18.96B7.09%122,064,792CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$12.52B4.68%264,941,431CommonSOLE
615369105MCOMOODYS CORP$11.75B4.40%24,669,778CommonSOLE
H1467J104CBCHUBB LIMITED$8.84B3.31%31,332,895CommonSOLE
500754106KHCKRAFT HEINZ CO$8.48B3.17%325,634,818CommonSOLE
02079K305GOOGLALPHABET INC$4.34B1.62%17,846,142CommonSOLE
23918K108DVADAVITA INC$4.27B1.60%32,160,579CommonSOLE
501044101KRKROGER CO$3.37B1.26%50,000,000CommonSOLE
829933100SIRISIRIUS XM HOLDINGS INC$2.90B1.09%124,807,117CommonSOLE
92826C839VVISA INC$2.83B1.06%8,297,460CommonSOLE
92343E102VRSNVERISIGN INC$2.51B0.94%8,989,880CommonSOLE
57636Q104MAMASTERCARD INC$2.27B0.85%3,986,648CommonSOLE
023135106AMZNAMAZON COM INC$2.20B0.82%10,000,000CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.80B0.68%13,400,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.74B0.65%5,039,564CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.52B0.57%7,150,000CommonSOLE
G0403H108AONAON PLC$1.46B0.55%4,100,000CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.29B0.48%2,981,945CommonSOLE
02005N100ALLYALLY FINL INC$1.14B0.43%29,000,000CommonSOLE
73278L105POOLPOOL CORP$1.07B0.40%3,458,885CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$1.06B0.40%10,917,661CommonSOLE
526057104LENLENNAR CORP$888.7M0.33%7,050,950CommonSOLE
670346105NUENUCOR CORP$867.8M0.32%6,407,749CommonSOLE
546347105LPXLOUISIANA PAC CORP$503.3M0.19%5,664,793CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$470.2M0.18%4,986,588CommonSOLE
422806208HEI/AHEICO CORP NEW$328.9M0.12%1,294,612CommonSOLE
531229854FWONKUSDLIBERTY MEDIA CORP DEL$315.3M0.12%3,018,555CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$291.9M0.11%1,060,882CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$147.2M0.06%1,202,110CommonSOLE
G0176J109ALLEALLEGION PLC$138.4M0.05%780,133CommonSOLE
62944T105NVRNVR INC$89.3M0.03%11,112CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$28.4M0.01%433,558CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$21.8M0.01%2,630,792CommonSOLE
25243Q205DEODIAGEO P L C$21.7M0.01%227,750CommonSOLE
526057302LEN/BLENNAR CORP$21.7M0.01%180,980CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$10.8M0.00%1,284,020CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$9.3M0.00%223,645CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.