Berkshire doubles down on homebuilders, expands Alphabet stake, exits Constellation
TL;DR Summary
Berkshire Hathaway boosted its Alphabet stake and expanded its homebuilder bets (Lennar, a new D.R. Horton stake, and the Taylor Morrison acquisition) while trimming positions in Kroger, Nucor and DaVita and reducing Bank of America, Ally and Capital One; it fully exited Constellation Brands and also lifted its stakes in Delta Air Lines and Macy’s.
- Berkshire Hathaway buys more homebuilder stocks but slashes stakes in banks and dumps Constellation Fortune
- Berkshire Hathaway adds $17 billion to Alphabet stake in Q2 2026 Yahoo Finance
- Berkshire's Alphabet stake, Meta goes back to court, Europe's champagne problems and more in Morning Squawk CNBC
- Warren Buffett's Successor, Greg Abel, Put Nearly $35 Billion of Cash to Work Last Quarter. Here's What He Bought. The Motley Fool
- Berkshire Adds to Alphabet Stake, Buys Home Builders and Exits Constellation WSJ
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