Berkshire Hathaway, under the stewardship of Warren Buffett, has made several strategic adjustments to its investment portfolio in the fourth quarter of 2024. These moves reflect the conglomerate’s dynamic approach to capital allocation, balancing between reinforcing positions in existing holdings and exploring new opportunities.
Top 5 Stocks Acquired by Berkshire Hathaway in Q4 2024
The following table highlights the top five acquisitions made by Berkshire Hathaway during the fourth quarter:
| Company | Ticker | Shares Acquired | Approximate Value | Sector |
|---|---|---|---|---|
| Constellation Brands Inc. | STZ | 5.6 million | $1.24 billion | Consumer Staples |
| Domino’s Pizza Inc. | DPZ | 1.3 million | $450 million | Consumer Discretionary |
| Pool Corporation | POOL | 500,000 | $200 million | Consumer Discretionary |
| Sirius XM Holdings Inc. | SIRI | 10 million | $65 million | Communication Services |
| VeriSign Inc. | VRSN | 300,000 | $60 million | Information Technology |
Top 5 Stocks Reduced or Sold by Berkshire Hathaway in Q4 2024
The table below outlines the top five positions that Berkshire Hathaway reduced or exited during the same period:
| Company | Ticker | Shares Sold | Remaining Stake | Sector |
|---|---|---|---|---|
| Bank of America Corp. | BAC | 95 million | Reduced by 15% | Financials |
| Citigroup Inc. | C | 50 million | Reduced by 75% | Financials |
| Ulta Beauty Inc. | ULTA | Entire position | Exited | Consumer Discretionary |
| SPDR S&P 500 ETF Trust | SPY | Entire position | Exited | ETFs |
| Vanguard S&P 500 ETF | VOO | Entire position | Exited | ETFs |
Recent Developments in Early 2025
In addition to the Q4 2024 adjustments, Berkshire Hathaway has continued to fine-tune its portfolio into the early months of 2025:
- DaVita Inc. (DVA): In February 2025, Berkshire sold 203,091 shares of DaVita, reducing its stake to 45%, approximately 35.89 million shares. This sale aligns with a prior agreement to maintain ownership below a specified threshold.
- Occidental Petroleum (OXY): On February 11, 2025, Berkshire acquired additional shares worth $35 million, signalling continued confidence in the energy sector.
| Stocks | (%) | Value |
| Apple Inc | 28.1% | $75,126,000,000 |
| American Express | 16.8% | $44,996,540,000 |
| Bank of America Corp | 11.2% | $29,896,267,000 |
| The Coca-Cola Company | 9.3% | $24,904,000,000 |
| Chevron Corp | 6.4% | $17,179,549,000 |
Portfolio Composition and Strategy
As of February 2025, Berkshire Hathaway’s portfolio is valued at approximately $267 billion, with significant allocations in the following sectors:
- Technology: Apple Inc. (AAPL) remains the largest holding, constituting a substantial portion of the portfolio.
- Financials: Despite reductions in certain banking stocks, investments in American Express Co. (AXP) and Bank of America Corp. (BAC) continue to represent key positions.
- Consumer Staples: The acquisition of Constellation Brands Inc. (STZ) and existing holdings in Coca-Cola Co. (KO) underscore confidence in this sector.
These strategic moves reflect Berkshire Hathaway’s commitment to investing in companies with strong fundamentals and long-term growth prospects.
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