Warren Buffett Initiates Alphabet Position, Trims Apple In Q3 — Here Are Berkshire's Moves

Core Insights - Warren Buffett and Berkshire Hathaway Inc. disclosed their third-quarter transactions through a 13F filing, highlighting new positions and changes in existing holdings [1] New Positions - In the third quarter, Berkshire Hathaway established a new position in Alphabet Inc Class A, acquiring 17,846,142 shares, making it a top-10 holding for the company [2] Exited Positions - Berkshire Hathaway exited its position in DR Horton Inc, a stock it had purchased in the previous quarter [3] Changes to Positions - The filing revealed significant changes in existing stock positions, including a reduction in Apple shares, decreasing its stake to 238,212,764 shares, although Apple remains the largest position for Berkshire [4] Top Holdings - The top holdings in the fund include: - Chubb Limited: +16% - Domino's Pizza: +13% - SiriusXM Holdings: +4% - Lamar Advertising Holdings: +3% - VeriSign Inc: -32% - Apple Inc: -15% - Bank of America Corporation: -6% - DaVita Inc: -5% - Nucor Corporation: -3% [5] Additional Holdings - Other notable holdings include: - Apple: 23% - American Express: 19% - Bank of America: 11% - Coca-Cola: 9% - Chevron: 7.1% [6] Other Holdings - Additional positions include: - Occidental Petroleum: 4.8% - Moody's Corporation: 4.4% - Chubb: 3.3% - Kraft Heinz Company: 3.2% - Alphabet Inc: 1.6% [9]