Good morning and welcome to the very first edition of Finance Visualized.

We (Evan & Gav) love how data visualization makes a mass of numbers into an easy-to-understand visual format and are excited to share them with you.

This week we received updated 13Fs from a variety of major investors including Warren Buffett detailing the updates they made to their portfolios this past quarter.

This is JUST the start of this newsletter and there’s so much more to come … make sure you subscribe to see everything we’re working on!

(Note 13Fs are their portfolios as of September 30th, so positions could have changed since then and those changes will be reflected in their next 13F)

Here are some of our favorites visualized and of course, we had to start with the GOAT

Here’s what Buffett and Berkshire Hathaway’s $318.6 Billion equity portfolio looked like as of the end of Q3:

Here are all the changes made to Warren Buffett and Berkshire Hathaway’s portfolio during Q3

Positions fully sold:

- Celanese $CE (Sold 5.36M shares currently worth $674.1M)

- General Motors $GM (Sold 22M shares currently worth $620.4M)

- Mondelez $MDLZ (Sold 578K shares currently worth $49.5M)

- Johnson & Johnson $JNJ (Sold 327.1K shares currently worth $48.4M)

- Procter & Gamble $PG (Sold 315.4K shares currently worth $48M)

- $UPS (Sold 59.4K shares currently worth $8.5M)

- Activision Blizzard $ATVI (Got acquired by MSFT, sold 14.7M shares worth $1.4B at the price it got taken private at)

Positions reduced holdings in: 

- Chevron $CVX (Sold 12.9M shares currently worth $1.87B)

- $HPQ (Sold 18.4M shares currently worth $519.5M)

- Markel $MKL (Sold 312.9K shares currently worth $429.2M)

- Globe Life $GL (Sold 1.68M shares currently worth $199.2M)

- Amazon $AMZN (Sold 551K shares currently worth $80.8M)

- $AON (Sold 235K shares currently worth $78.3M)

New Positions:

- Sirius XM $SIRI (Bought 9.68M shares currently worth $47.3M)

- Atlanta Braves $BATRK (Bought 223.6K shares currently worth $8M)

Positions increased holdings in: 

- Liberty Media $LLYVK $LLYVA (Bought 16.2M shares currently worth $580.2M)

Note: Buffett did make some moves in companies in which Berkshire owns more than 5% of the company after September 30th including Occidental and HP. Those moves are not reflected in this filing and will be updated in his Q4 13F

Next up is the Twitter/X philosopher himself … Here’s what Bill Ackman’s portfolio looked like as of the end of Q3:

And finally, we have the man who has predicted 50 of the last 2 recessions, Michael “The Big Short” Burry … Here’s what Michael Burry’s portfolio looked like as of the end of Q3:

A big thank you to Savvy Trader for tracking all these portfolios and helping us on our first send. We both (Evan | Gav) have portfolios tracked on Savvy Trader that you should also check out!

If you want to be able to subscribe and get notifications for every portfolio in this newsletter Savvy is currently doing a Black Friday sale for their Pro product which you should check out

That’s going to do it for our first-ever issue of Finance Visualized!!

We have so much more coming on this newsletter this is just the start! We are going to make this newsletter great … you NEED to be subscribed

If you want to support us in this new endeavor share the newsletter with a friend … It goes such a long way!!!

If there’s anything you want to see from this newsletter please do not hesitate to send either of us a DM, we’re making this for YOU and would love to tailor it to what everyone wants to see

Thank you for reading our FIRST send! We look forward to having you here for all that we have coming

Gav + Evan