Major Changes to Berkshire Hathaway’s Portfolio in Second Quarter

Berkshire Hathaway filed its SEC Form 13F for the second quarter of 2023 after the market closed today.

The major changes not previously reported were:

New Position
D.R. Horton (DHI)  —                   $750 million

Addition to Position
Capital One Financial (COF) — $350 million

Reduction of Position
General Motors  (GM)  —           $750 million
Celanese (CE)  —-                         $400 million

Sale of Position
McKesson (MCK)  —                     $800 million