Warren Buffett Biography Flash a weekly Biography.
Warren Buffett is back in the headlines because Berkshire Hathaway’s latest 13F filing, as reported by GuruFocus and picked up by TheStreet, shows a major reshaping of the portfolio with 36 holdings and roughly 258.7 billion dollars in value as of March 31, 2025. The biggest verified development is the new Delta Air Lines position. According to TheStreet, Berkshire bought about 39.8 million shares worth roughly 2.65 billion dollars, a move that stands out as one of the largest new positions Berkshire has disclosed in recent years and a sign that the firm is still willing to make a meaningful bet where it sees long term value.
GuruFocus reports that Berkshire did not add any completely new stocks in the latest current portfolio summary beyond what is reflected in the filing period, and it also notes a very low turnover rate of 1 percent, which reinforces the image of Buffett as a patient allocator even while the headlines make the portfolio look busier than usual. The same filing discussion has drawn attention because Berkshire’s top holdings remain Apple, American Express, Coca Cola, Bank of America, and Chevron, the familiar core that tells the real Buffett story better than the noise does.
There is also chatter, mostly from market commentary and YouTube reaction videos, that Berkshire sold a large number of positions and fully exited several names, including some media and transport related holdings. That appears broadly consistent with the filing coverage, but some of the more dramatic claims about Buffett having sold half the portfolio should be treated carefully until they are confirmed by a primary filing or a major wire service. The confirmed, biographically important point is not just that Berkshire has been trimming and rotating, but that Buffett’s empire is still actively managed with precision, discipline, and a willingness to change course when the economics change.
A separate bit of recent coverage from AInvest highlights Buffett’s remark about making one tiny purchase, though the exact security was not fully spelled out in that report, so that detail remains interesting but only partially confirmed. If you are tracking Buffett as a living legend rather than a museum piece, the long term takeaway is clear. He is still making selective bets, still pruning aggressively, and still shaping Berkshire as one of the most closely watched capital allocation stories in the world. Thank you for listening, and please subscribe to never miss an update on Warren Buffett and search the term Biography Flash for more great Biographies. Thanks for listening. This has been a Quiet Please production.
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