Major Changes to Berkshire’s Portfolio During the First Quarter of 2022

After the market closed on May 16, Berkshire Hathaway released its SEC Form 13F.

Its equity portfolio consisted of 49 positions with a total value of $363 billion. The major changes that were not previously reported were as follows:

Initial Positions:

(1) Citigroup (C) – $3 billion

(2) Paramount Global (PARA) – $2.6 billion

(3) Celanese (CE) – $1.1 billion

(4) McKesson (MCK) – $900 million

(5) Markel (MKL) – $600 million

(6) Ally Financial (ALLY) – $400 million

Sale:

Verizon (VZ) – $8 billion