F13 Q3 Update: Berkshire Hathaway Just Started a Position in Taiwan Semiconductor (TSM) and Trimmed Activision (ATVI)

Berkshire just released its F13 for Q3:

New Holdings:

1. TSM: Added 60M Shares for $4.1B ~ 1.4% of portofolio total
2. LPX: Added 5.8M Shares
3. JEF: Added 434K Shares

Additions:

1. OXY: Bought Additional 35M shares ~ +23%
2. Para: Bought Additional 12.8M Sahres ~ +16%
3. CVX: Bought Additional 4M Shares ~ +2%
4. RH: Bought Additional 190K Shares +9%
5. CE: Bought Additional 433K Shares +6%

Sold:

1. Completely Exist: STOR ~ – 100%
2. Reduced ATVI by 8.2M Shares ~ -12%
3. Reduced BK by 10.1M Shares ~ -14%
4. Reduced USB by 42M Shares~ – 35% Surprise
5. Reudced GM by 2.9M Shares ~ -5%
6. Reduced KR by 2.12M Shares ~ -4%

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https://13f.info/13f/000095012322012275-berkshire-hathaway-inc-q3-2022