Want to Know Warren Buffett’s Recent Investing Positions? Read Berkshire’s 13F Form.

Daniel Loeb Photograph by David Paul Morris/Bloomberg

Warren Buffett likes Amazon.com and bank stocks, Dan Loeb added more Netflix , and John Paulson’s fund took a stake in Sotheby’s in the second quarter.

Hedge funds and other big money managers have recently revealed their positions as of June 30. The filings offer a window into the thinking of some of the country’s most famous investors, who don’t often reveal their holdings to the public. It is important to note, however, that the holdings represent only what they owned at the end of the quarter. They may have sold or increased the positions since then.

Buffett rarely changes his portfolio, preferring to hold stocks for years if not decades. In the latest quarter, Berkshire Hathaway (ticker: BRK. B) increased its stake in Amazon.com (AMZN) to 537,300 shares, or 54,000 more shares than it owned at the end of March. At Thursday’s prices, that’s worth $956 million.

Buffett, who previously shunned most tech stocks, has warmed to them and their managers in recent years; he’s even teaming up with Amazon CEO Jeff Bezos to try to improve U.S. health care. Berkshire also added more shares of U.S. Bancorp (USB) and Bank of America (BAC). Financial stocks now make up about one-fifth of Berkshire’s market cap, up from 12% in 2010, The Wall Street Journal reported.

Still, Buffett has backed away from his role in picking stocks for Berkshire in recent years, increasingly relying on investment managers Ted Weschler and Todd Combs to choose Berkshire’s portfolio.

Third Point, the hedge fund controlled by Dan Loeb, also adjusted some of its stockholdings in the quarter. It boosted its position in Netflix (NFLX) by 100,000 shares, to 500,000, worth about $145 million at Thursday’s prices. The fund also sold its stakes in American Express (AXP) and Constellation Brands (STZ) and reduced its stake in Campbell Soup (CPB) in the quarter.

John Paulson, famous for big bets against the mortgage market before the 2008 bust, revealed a new stake in Sotheby’s (BID), which agreed in June to be taken private at a 61% premium. That deal is expected to close in the fourth quarter. It isn’t clear whether Paulson & Co. bought the 3,367,800 shares before or after the June 17 announcement. At Thursday’s prices, the stake is worth $196 million. Paulson also showed a new stake in PG&E (PCG), the California utility that filed for bankruptcy this year. The three million shares he revealed would be worth about $44 million at Thursday’s prices.

As reported on Wednesday, Bill Ackman’s Pershing Square Capital Management added a large stake in Berkshire Hathaway.

Write to Avi Salzman at avi.salzman@barrons.com