Berkshire Hathaway takes new stake in D.R. Horton, exits McKesson position

Warren Buffett’s Berkshire Hathaway disclosed in an SEC filing its holdings as of June 30, 2023. Berkshire Hathaway’s three new buys during the second quarter included, by size of position, D.R. Horton (DHI), NVR (NVR), and Lennar (LEN). Berkshire Hathaway exited three positions during the quarter, including by size of previous position, McKesson (MCK), Marsh & McLennan (MMC), and Vitesse Energy (VTS). Berkshire Hathaway increased its stake in two holdings, including by size of previous position, Capital One (COF) and Occidental Petroleum (OXY). Berkshire Hathaway reduced its stake in five holdings, including by size of previous position, Activision Blizzard (ATVI), Chevron (CVX), General Motors (GM), Globe Life (GL), and Celanese (CE). Berkshire Hathaway’s top holdings as of June 30, in order of size, were Apple (AAPL), Bank of America (BAC), American Express (AXP), Coca-Cola (KO), and Chevron.