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.