What Did Berkshire Hathaway Buy in Q2?
Baystreet·- Berkshire Hathaway became a net buyer of stocks in the second quarter, with its portfolio value rising from $263 billion to around $299 billion. - Under CEO Greg Abel, the firm initiated a position in D.R. Horton, exited Constellation Brands, and substantially increased its stake in Alphabet by 83%. - Berkshire also raised its holdings in Delta Air Lines, Lennar, New York Times, and Macy's, while trimming investments in Bank of America, Kroger, Ally Financial, and Capital One.Berkshire Hathaway Doubles Down on Homebuilders, Makes Alphabet Top 3 Holding
benzinga_article·- Berkshire Hathaway revealed its latest portfolio moves in a 13F filing under the leadership of CEO Greg Abel for the second quarter ending June 30, 2026. - The firm added a new position in D.R. Horton Inc, completely exited Constellation Brands, and significantly increased stakes in Alphabet Class C and Lennar Corp while reducing holdings in companies like Capital One Financial. - Combined Alphabet stakes reached $37.8 billion, making Alphabet a top three holding alongside Apple Inc and American Express Company in the Berkshire Hathaway portfolio.Moving Past Buffett: Berkshire Successor Puts Stamp on Portfolio With $1.2 Billion Gain on Three New Stocks
benzinga_article·- Berkshire Hathaway successor Greg Abel made major portfolio changes in his first quarter as CEO by acquiring three new stakes. - The new positions in Alphabet, Macy’s, and Delta Air Lines generated a combined gain of nearly 1.2 billion dollars in less than five months. - The conglomerate also reported doubled second-quarter net earnings while deploying portions of its large cash reserve into new investments.