Berkshire Hathaway released its SEC 13F filing for the second quarter of 2021 after the market closed today.

The major changes were:

Reduced Stakes

(1) Merck – $700 million (49% of stake)

(2) General Motors – $350 million (10% of stake)

(3) Bristol-Myers Squibb – $250 million (15% of stake)

(4) Abbvie – $250 million (10% of stake)

(5) Liberty Global – $250 million (81% of stake)

(6) Marsh & McLennan – $140 million (21% of stake)

Eliminated Stake

(1) Axalta – $400 million

(2) Biogen – $200 million

Addition to Stakes

(1) Kroger – $450 million (21% of stake)

New Stake

(1) Organon – $50 million (spinoff from Merck)