In an SEC 13F filing after the market closed today, Berkshire Hathaway reported the following changes to its portfolio during the third quarter:
Q3 2022 hedge fund letters, conferences and more
Initial Purchases
Taiwan Semiconductor (TSM) — $4 billion
Louisiana-Pacific – $300 million
Jefferies – $15 million
Additions
Occidental Petroleum (previously reported) – $2 billion
Chevron (previously reported) – $500 million
Paramount Global – $300 million
RH – $50 – $100 million
Celanese – $50 – $100 million
Sale
Store Capital – $200 million
Reductions
U.S. Bancorp (previously reported) – $1.5 – $2 billion
Activision Blizzard – $500 million
Bank of New York Mellon – $400 million
General Motors – $100 million
Kroger – $100 million