Major Changes to Berkshire Hathaway’s Portfolio During Third Quarter

by dkass · November 14, 2022

In an SEC 13F filing after the market closed today, Berkshire Hathaway reported the following changes to its portfolio during the third quarter:

Initial Purchases

Taiwan Semiconductor (TSM) — $4 billion

Louisiana-Pacific – $300 million

Jefferies – $15 million

Additions

Occidental Petroleum (previously reported) – $2 billion

Chevron (previously reported) – $900 million

Paramount Global – $300 million

RH – $50 – $100 million

Celanese – $50 – $100 million

Sale

Store Capital – $200 million

Reductions

U.S. Bancorp (previously reported) – $1.5 – $2 billion

Activision Blizzard – $500 million

Bank of New York Mellon – $400 million

General Motors – $100 million

Kroger – $100 million