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Berkshire Hathaway

All articles tagged with #berkshire hathaway

business5 days ago•7 min saved

Buffett Still Pulling Berkshire’s Stock Levers as Alphabet Bet Grows

Warren Buffett still appears to drive Berkshire Hathaway’s equity decisions, including initiating the Alphabet investment, while Greg Abel’s role seems focused on operations. Berkshire’s cash declined in Q2, Alphabet became the portfolio’s third-largest holding, and the gap with Coca-Cola narrowed as share prices moved. The piece also notes Ted Weschler’s involvement with Delta Air Lines and Abel’s Taylor Morrison purchase, underscoring Buffett’s ongoing control of the big bets.

via CNBC|

#alphabet #berkshire-hathaway #business

business6 days ago•3 min saved

Trump’s June Portfolio Shuffle: Berkshire Hathaway Buys in as Meta Sells

President Donald Trump disclosed 1,051 June securities transactions, signaling a broad reshuffle across stocks, bonds and ETFs with total moves estimated between $78.1 million and $263.1 million. The largest single trade was selling $5–$25 million of the Vanguard Dividend Appreciation ETF on June 22, while he bought $1–$5 million of Fidelity National Information Services and Home Depot that same day. He trimmed Meta and Motorola but added stakes in Berkshire Hathaway, Cintas, Visa and Mastercard, and traded a range of ETFs, municipal bonds and defense contractors such as Palantir, RTX, Northrop Grumman, as well as Coinbase. The White House notes assets are held in a trust managed by his children, and the filing does not reveal exact holdings.

via CNBC|

#berkshire-hathaway #business #meta

finance10 days ago•21 min saved

Abel’s Apple-and-Alphabet Bet Dominates Berkshire’s Portfolio

Warren Buffett’s successor Greg Abel has Berkshire Hathaway’s portfolio heavily tilted toward two AI leaders, Apple (~22% of the portfolio) and Alphabet (~12.6%), which together make up about 34.7% of Berkshire’s holdings. The move aligns with Buffett’s investing philosophy under Abel, highlighting Apple’s durable ecosystem and Alphabet’s AI-driven growth, though Alphabet’s near-term cash flow and legal challenges are noted caveats.

via Yahoo Finance|

#ai #alphabet #apple

business11 days ago•21 min saved

Ultra-Wealthy Investors Pile Into Alphabet in Rare Consensus

In Q2 2026 13F filings, Berkshire Hathaway and a cadre of famed investors—Stanley Druckenmiller, Seth Klarman, David Tepper, and Dan Loeb—simultaneously expanded Alphabet (GOOGL/GOOG) positions, with Berkshire adding about 0.93% of the company across GOOG/GOOGL holdings and others opening or increasing stakes. The moves come as Alphabet posted solid earnings and cloud growth, underpinned by AI initiatives, yet reported negative free cash flow and rising debt, highlighting a nuanced backdrop for the stock’s valuation (roughly 17x trailing earnings). The cluster of bets underscores a rare billionaire consensus on Alphabet’s long‑term AI and cloud potential, even as 13F data represent snapshots from June 30, 2026.

via 24/7 Wall St.|

#13f-filings #alphabet #berkshire-hathaway

business11 days ago•21 min saved

Buffett-Led Berkshire Boosts Alphabet Stake 658% in a Quarter, Eyes Upside

Berkshire Hathaway boosted its Alphabet stake by about 658% in the latest quarter, with 24/7 Wall St. assigning a Buy rating and a $445.49 price target (roughly 30% upside from recent levels). Alphabet trades around 17x trailing earnings, cheaper than Microsoft and Meta, while Google Cloud’s $514 billion backlog and 82% revenue growth bolster the bull case. Key risks include heavy 2026 capital expenditure and negative free cash flow, though analysts see continued cloud momentum and AI adoption as catalysts.

via 24/7 Wall St.|

#ai #alphabet #berkshire-hathaway

investing12 days ago•39 min saved

Berkshire doubles down on homebuilders, expands Alphabet stake, exits Constellation

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.

via Fortune|

#alphabet #berkshire-hathaway #constellation-brands

investing12 days ago•22 min saved

Berkshire and Druckenmiller Bet Big on Alphabet in Q2

Berkshire Hathaway boosted its Alphabet stake by about 48 million shares in Q2, bringing the total to roughly 106 million worth $37.8 billion and about 10.2% of Berkshire’s portfolio, with most of the new shares coming from Alphabet’s $10 billion private placement to fund AI infra; Buffett has said Alphabet was his idea and Abel handles stock picking. Separately, Druckenmiller started a new Alphabet position and raised Amazon while trimming other bets; both investors also bought Delta Air Lines and D.R. Horton in the quarter, illustrating two very different approaches converging on Alphabet in the same period, though 13Fs are backward-looking and not a buy/sell recommendation.

via 24/7 Wall St.|

#13f #alphabet #berkshire-hathaway

business13 days ago•6 min saved

Buffett’s Berkshire boosts Alphabet stake by $17B, elevating it to the portfolio’s third-largest holding

Berkshire Hathaway added about $17 billion of Alphabet stock in Q2, lifting Alphabet to roughly $36.6 billion and making it Berkshire’s third-largest equity position; about 60% of the new Alphabet shares came from a $10 billion private placement with the rest bought on the open market. Berkshire also boosted its Delta Air Lines stake by ~44% to 57.3 million shares (~$5.1 billion) and increased other bets (Macy’s, Lennar) while trimming Ally Financial, Capital One, and Bank of America. The portfolio remains cash-rich with significant buybacks ($4.5 billion in Q2). Michael Burry criticized Buffett’s successor’s use of cash, though Buffett remains focused on waiting for “fat pitches.”

via CNBC|

#13f-filings #alphabet #berkshire-hathaway

business14 days ago•8 min saved

Berkshire Expands Alphabet Stake by 83% in a Record Buying Quarter

Berkshire Hathaway boosted its Alphabet holding by 83% to about 106 million shares (roughly $38 billion) by the end of June, including a $10 billion private placement and an additional 19.6 million shares bought on the open market. Alphabet becomes Berkshire’s third-largest holding after Apple and American Express, signaling a tech tilt under CEO Greg Abel alongside Buffett. Berkshire also raised Delta Air Lines by 44% and started new positions in D.R. Horton, Lennar, and Macy’s while trimming or exiting several others (Capital One, Nucor, Bank of America, Kroger, Constellation Brands). Net stock purchases in Q2 topped $20 billion with $4.5 billion in buybacks, shrinking Berkshire’s cash pile to about $365 billion. The moves come as Berkshire seeks value in a AI-driven market and marks a rare tech exposure shift for the conglomerate.

via Business Insider|

#alphabet #berkshire-hathaway #business

business14 days ago•2 min saved

Berkshire Expands Alphabet Stake, Bets on Delta and Homebuilders

Berkshire Hathaway more than doubled down on Alphabet, holding about 106 million Alphabet shares worth $37.9 billion at end-June after an 83% quarterly gain aided by a $10 billion private placement, making Alphabet Berkshire's third-largest U.S.-listed stake behind Apple and American Express. Berkshire also expanded its Delta position to 57.3 million shares (~$5.4 billion) and increased exposure to housing—Lennar rose to 13.1 million Class A and Berkshire took a small 3,600-share position in D.R. Horton—ending a long streak of net stock sales with roughly $20 billion in net purchases in Q2 as cash eased to $365.5 billion; the Taylor Morrison acquisition was completed.

via CNBC|

#alphabet #berkshire-hathaway #business

business15 days ago•4 min saved

Berkshire Bets Big on Alphabet in Q2, Hints at Microsoft

Berkshire Hathaway spent more than $23 billion on U.S. stocks in the second quarter, including at least $10 billion in Alphabet as part of Alphabet’s AI-funding program; it also bought stakes in Tokio Marine and Japanese trading firms and reduced selling to about $3 billion. The rest of the purchases will be disclosed in the 13-F filing after June 30, amid speculation that Microsoft could be among any unreported buys. If Berkshire’s Alphabet stake approaches 100 million shares, it would rank among its top holdings.

via Barron's|

#13f #ai-funding #alphabet

finance17 days ago•13 min saved

After Q1 $8.1B Selloff, Berkshire's Abel Signals Cautious Bargain-Hunting in Q2

Greg Abel sold $8.1 billion of Berkshire Hathaway stock in Q1, signaling few bargains at the time. In Q2, Berkshire finally bought more than it sold, with net purchases of about $19.8 billion (buys $23.5B, sells $3.7B), though most cash remains idle: starting liquidity was about $397.4B and end-Q2 cash and equivalents totaled around $365.5B ($6.3B reserved for BNSF). The Taylor Morrison all-cash acquisition closed in July after Q2. Exact new holdings will come from the 13F filing; for now, Abel appears to be dipping a cautious toe, not plunging into a broad buying spree.

via Yahoo Finance|

#13f-disclosure #berkshire-hathaway #finance

business17 days ago•20 min saved

Abel-Driven Berkshire Hikes to Fresh Highs on Strong Results and Big Bets

Berkshire Hathaway stock rose to its highest level since Warren Buffett’s departure as Greg Abel steered a robust Q2: operating profit up 16% to $12.98 billion, net income $25.67 billion and revenue up about 10%. The conglomerate reduced cash to $364.7 billion, repurchased $4.5 billion of its own stock and bought $23.5 billion of other stocks in Q2, including a $10 billion stake in Alphabet; in July it spent more on buybacks and the Taylor Morrison acquisition, signaling aggressive capital allocation under Abel.

via Yahoo Finance|

#alphabet #berkshire-hathaway #business

finance18 days ago•13 min saved

Buffett Orchestrates Berkshire's $30B Alphabet Stake, Keeping Influence After Chair Transition

Warren Buffett personally initiated Berkshire Hathaway's $30 billion investment in Alphabet, signaling he still makes major investment calls even after retiring as CEO and stepping back as chairman. He says the call came from him, but his successor Greg Abel approved it, and the two remain aligned, with Buffett acting as a guiding adviser rather than day-to-day leader. The move underscores Buffett’s continued influence under Abel and Berkshire’s readiness to deploy its cash—nearly $400 billion—while Abel forges his own leadership, as seen with acquisitions like Taylor Morrison Home.

via finance.yahoo.com|

#alphabet #berkshire-hathaway #buffett

business19 days ago•4 min saved

Hormuz diplomacy, Gaza stance, and Berkshire buybacks shape a busy week

Markets weigh a potential Strait of Hormuz deal as Iran denies direct talks with the U.S.; Trump says the U.S. is 'low keying' negotiations, while other highlights include Netanyahu rejecting a Gaza plan, Berkshire Hathaway accelerating buybacks, Meta’s India dispute, China’s cooling inflation amid a typhoon, and a Tel Aviv startup linked to rogue AI hacks.

via CNBC|

#berkshire-hathaway #business #iran-us-talks