Changes to Berkshire Hathaway Portfolio During Q1 2025

After the market closed today, Berkshire Hathaway released its SEC Form 13F for the quarter ending March 31, 2025.

Berkshire Hathaway in Q1 2025 (13F) sold its remaining stakes in Citigroup ($1 billion) and Nu Holdings ($400 million), reduced its stake in Bank of America by 7% ($2 billion), and increased its stakes in Constellation Brands by 113% ($1 billion) and Pool Corp by 145% ($250 million).

Berkshire also received confidential treatment on a new stake acquired during Q1.