Major Changes in Berkshire Hathaway’s Portfolio During Third Quarter

After the market closed today, Berkshire Hathaway released its SEC Form 13F report for the third quarter.

There were several major changes to its portfolio:

Initial Purchases:

Dominos Pizza ($550 million)

Pool Corp ($150 million)

Reductions:

Charter Communications (-$250 million) — 25% of stake

Nu Holdings (-$250 million) — 20% of stake

Ulta Beauty (-$250 million) — 96% of stake