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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: hclasvegas   😊 😞
Number: of 21943 
Subject: Re: Bought Alphabet, NYT, Lennar
Date: 05/15/26 5:01 PM
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Berkshire Hathaway (BRK.A) (BRK.B), now helmed by Greg Abel, shed stakes in Visa (V) and Mastercard (MA), took a new stake in Delta Air Lines (DAL) valued at $2.65B, boosted holdings of Alphabet (GOOGL) class A shares, and reduced its stake in Bank of America (BAC), according to its 13F filing on Friday.

Other positions closed during the quarter included UnitedHealth Group (UNH), Aon (AON), Amazon (AMZN), Domino's Pizza (DPZ), and Liberty Latin America (LILA) (LILAK).

The investment behemoth established new stakes in Alphabet (GOOG) class C shares with 3.59M shares valued at $1.03B and Macy's (M) with 3.04M shares valued at $55M.

Stakes that were increased include Alphabet class A shares (GOOGL) to 54.2M shares from 17.8M, the New York Times (NYT) to 15.1M shares from 5.07M, and Lennar (LEN) to 10.3M shares from 7.23M.

Among the biggest decreases, Chevron (CVX) went to 84.4M shares from 130.2M, Bank of America (BAC) fell to 513.6M shares from 517.3M, and Nucor (NUE) dropped to 3.91M shares from 6.41M, according to the filing.

After the filing, Delta Air (DAL) stock rose 3.2%, and Macy's (M) climbed 5.4% in after-hours trading.
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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