가치투자As of 2025-12-31
Warren Buffett
Berkshire Hathaway Inc
The Oracle of Omaha. A legend who achieved over 20% average annual returns for more than 50 years through long-term value investing. Focuses on companies with economic moats and his quarterly portfolio changes serve as a compass for global investors.
$274.16BAUM
34Holdings
2025-12-31 Summary
4개 종목 신규 매수 (LLYVK, LLYVA, NYT 등) · 4개 종목 추가 매수 (DPZ, CB, CVX 등) · 7개 비중 축소 · Top holding: AAPL 22.6%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준New Buy4
LLYVKLIBERTY LIVE HOLDINGS INC$907.91M0.3%
LLYVALIBERTY LIVE HOLDINGS INC$406.41M0.1%
NYTNEW YORK TIMES CO$351.66M0.1%
FWONKLIBERTY MEDIA CORP DEL$297.36M0.1%
Holdings
34 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 | LLYVKLIBERTY LIVE HOLDINGS INC | 17.81% | 10,917,661 | $907.91M | - | New Position |
| 2 |  LENLENNAR CORP | 14.22% | 7,050,950 | $724.84M | +0.00% | No Change |
| 3 |  POOLPOOL CORP | 13.77% | 3,068,885 | $702.01M | -11.28% | Partial Sell |
| 4 |  AMZNAMAZON COM INC | 10.31% | 2,276,000 | $525.35M | -77.24% | Partial Sell |
| 5 |  LPXLOUISIANA PAC CORP | 8.98% | 5,664,793 | $457.49M | +0.00% | No Change |
| 6 | LLYVALIBERTY LIVE HOLDINGS INC | 7.97% | 4,986,588 | $406.41M | - | New Position |
| 7 | NYTNEW YORK TIMES CO | 6.90% | 5,065,744 | $351.66M | - | New Position |
| 8 | FWONKLIBERTY MEDIA CORP DEL | 5.83% | 3,018,555 | $297.36M | - | New Position |
| 9 |  CHTRCHARTER COMMUNICATIONS INC N | 4.35% | 1,060,882 | $221.46M | +0.00% | No Change |
| 10 |  LAMRLAMAR ADVERTISING CO NEW | 2.99% | 1,202,410 | $152.20M | +0.02% | Added |
FAQ
Need Deeper Analysis?
Track Warren Buffett's portfolio changes in real-time,
compare gurus head-to-head, and analyze performance vs S&P 500 with Premium.