Major Changes to Berkshire Hathaway’s Portfolio During the First Quarter of 2023

by dkass · May 15, 2023

Berkshire Hathaway released its SEC Form 13F for the first quarter of 2023 after the market closed today. The major changes were as follows:

New Position

(1) Capital One Financial (COF) + $1 billion

Added to Current Position

(1) Occidental Petroleum (OXY) + $1 billion

Reduced Positions

(1) Chevron (CVX) – $6 billion

(2) General Motors (GM) – $400 million

(3) McKesson (MCK) – $200 million

Eliminated Positions

(1) Bank of New York Mellon (BK) – $1 billion

(2) Taiwan Semiconductor (TSM) – $700 million

(3) RH (RH) – $600 million

(4) U.S. Bancorp (USB) – $200 million