  in addition to taiwan semiconductor buffett bought louisianapacific and jefferies   he sold out of store capital    the guru also added to occidental and chevron  berkshire hathaway inc brka financialbrkb financial the multibilliondollar conglomerate run by warren buffett trades portfolio disclosed its equity portfolio for the third quarter of 2022 on monday with a cash pile of over 109 billion to spend on stocks at the end of september the renowned guru and his two portfolio managers ted weschler and todd combsdedicated a lot of cash to scaling up the investment in occidental petroleum corp oxy financial it now owns 2138 of the company’s outstanding shares other notable buys for the quarter that were reported in the 13f filing included new positions in taiwan semiconductor manufacturing co ltd tsm financial louisianapacific corp lpx financial and jefferies financial group inc jef financial it also added to the chevron corp cvx  financial stake as for the sell side berkshire exited store capital corp stor financial and made large reductions in us bancorp usb financial activision blizzard inc atvi financial bank of new york mellon corp bk financial general motors co gm financial and kroger co kr financial investors should be aware that 13f filings do not give a complete picture of a firm’s holdings as the reports only include its positions in us stocks and american depository receipts but they can still provide valuable information further the reports only reflect trades and holdings as of the mostrecent portfolio filing date which may or may not be held by the reporting firm today or even when this article was published berkshire’s five largest holdings accounting for over half of the equity portfolio are apple inc aapl financial bank of america corp bac financial chevron cocacola co ko financial and american express co axp financial the guru’s 29610 billion equity portfolio consisted of 49 stocks as of sept 30 a majority of the portfolio was invested in technology stocks at 4516 while the financial services sector has a weight of 2401 and the energy space represents 1205 as previously disclosed buffett increased his occidental petroleum oxy financial holding by 2258 during the third quarter buying 358 million shares the transaction had an impact of 074 on the equity portfolio the stock traded for an average price of 6401 per share during the quarter the position currently occupies 403 of the equity portfolio and is now his sixthlargest holding at 19435 million shares he has gained approximately 3892 on the investment so far the houstonbased oil and gas producer has a 6661 billion market cap its shares were trading around 7328 on monday with a priceearnings ratio of 701 a pricebook ratio of 378 and a pricesales ratio of 211 the gf value line suggests the stock is significantly overvalued currently based on historical ratios past financial performance and analysts’ future earnings projections the guru invested in 601 million shares of taiwan semiconductor tsm financial allocating 139 of the equity portfolio to the stake shares traded for an average price of 8265 each during the quarter it is now the 10thlargest holding the taiwanese company which manufactures semiconductor chips has a market cap of 37755 billion its shares were trading around 7280 on monday with a priceearnings ratio of 1411 a pricebook ratio of 452 and a pricesales ratio of 603 according to the gf value line the stock is significantly undervalued currently the investor picked up 579 million shares of louisianapacific lpx financial dedicating 010 of the equity portfolio to the position during the quarter the stock traded for an average pershare price of 5684 the building materials manufacturer which is headquartered in nashville tennessee has a 422 billion market cap its shares were trading around 5890 on monday with a priceearnings ratio of 378 a pricebook ratio of 310 and a pricesales ratio of 102 based on the gf value line the stock appears to be significantly undervalued the oracle of omaha entered a 433558share holding of jefferies jef financial the stock traded for an average price of 3166 per share during the quarter the new yorkbased investment bank has a market cap of 845 billion its shares were trading around 3689 on monday with a priceearnings ratio of 1008 a pricebook ratio of 082 and a pricesales ratio of 130 the gf value line suggests the stock is significantly overvalued currently with an impact of 019 on the equity portfolio buffett increased the chevron cvx financial stake by 243 buying 39 million shares shares traded for an average price of 15251 each during the quarter he now holds 1654 million shares total accounting for 802 of the equity portfolio gurufocus estimates he has gained 3899 on the investment so far which is his thirdlargest holding the energy giant headquartered in san ramon california has a 36072 billion market cap its shares were trading around 18655 on monday with a priceearnings ratio of 1061 a pricebook ratio of 227 and a pricesales ratio of 160 according to the gf value line the stock is fairly valued currently the guru exited the 69 millionshare store capital stor financial stake impacting the equity portfolio by 006 during the quarter the stock traded for an average pershare price of 2841 gurufocus estimates he gained 3484 on the investment over its lifetime the scottsdale arizonabased real estate investment trust has a market cap of 895 billion its shares were trading around 3165 on monday with a priceearnings ratio of 2728 a pricebook ratio of 167 and a pricesales ratio of 992 based on the gf value line the stock appears to be modestly undervalued buffett curbed the us bancorp usb financial holding by 3507 selling 4201 million shares and impacting the equity portfolio by 065 the stock traded for an average price of 4627 per share during the quarter following another reduction in october the guru now holds 5304 million shares which make up 076 of the equity portfolio he has gained approximately 3873 on the investment so far the bank headquartered in minneapolis has a 6515 billion market cap its shares were trading around 4385 on monday with a priceearnings ratio of 1042 a pricebook ratio of 160 and a pricesales ratio of 277 the gf value line suggests the stock is modestly undervalued impacting the equity portfolio by 021 the investor whittled down the activision blizzard atvi financial stake by 1207 selling 83 million shares during the quarter shares traded for an average price of 7830 each berkshire now holds 6014 million shares total which represent 151 of the equity portfolio so far gurufocus data shows buffett has lost an estimated 158 on the investment which is now the ninthlargest holding the santa monica californiabased video game publisher which is being acquired by microsoft corp msft financial has a market cap of 5788 billion its shares were trading around 7396 on monday with a priceearnings ratio of 3472 a pricebook ratio of 308 and a pricesales ratio of 789 according to the gf value line the stock is fairly valued currently the guru sold 1015 million shares of bank of new york mellon bk financial impacting the equity portfolio by 014 and shrinking the position by 1402 during the quarter the stock traded for an average pershare price of 4263 he now holds 6221million shares total reflecting 081 of the equity portfolio gurufocus estimates he has gained 102 on the longheld investment the investment bank headquartered in new york has a 3522 billion market cap its shares were trading around 4358 on monday with a priceearnings ratio of 1325 a pricebook ratio of 101 and a pricesales ratio of 222 based on the gf value line the stock appears to be modestly undervalued currently buffett trimmed his general motors gm financial position by 544 selling 287 million shares the transaction impacted the equity portfolio by 003 the stock traded for an average price of 3670 per share during the quarter he now has a total of 50 million shares giving it 054 space in the equity portfolio gurufocus says he has gained about 3325 on the investment over its lifetime the automaker based in detroit has a market cap of 5673 billion its shares were trading around 3993 on monday with a priceearnings ratio of 678 a pricebook ratio of 086 and a pricesales ratio of 041 the gf value line suggests the stock is currently modestly undervalued the kroger kr financial stake was reduced 414 shedding 216 million shares trading at an average price of 4751 during the quarter the transaction had an impact of 003 buffett now holds 503 million shares making up 074 of the equity portfolio he has gained 47472 on the investment so far the grocery store chain which is headquartered in cincinnati has a 3333 billion market cap its shares were trading around 4656 on monday with a priceearnings ratio of 1415 a pricebook ratio of 345 and a pricesales ratio of 024 according to the gf value line the stock is fairly valued currently see the rest of buffett’s portfolio here iwe have no positions in any stocks mentioned and have no plans to buy any new positions in the stocks mentioned within the next 72 hours