⚡️⚡️⚡️⚡️⚡️⚡️
Berkshire triples its position in Google and liquidates all its holdings in Visa, Mastercard, and UnitedHealth 🔎 $BRK.B
Investment firm Berkshire Hathaway published its investment changes report for the first quarter of 2026, and there are particularly dramatic and interesting moves in their investment portfolio. 💵
The main trend seen this time is a clear exit from stocks of payment, healthcare, and consumer goods companies. 👋
Concurrently, the company made a very significant expansion in Google, took a completely new bet on Delta Air Lines, and focused on industry and residential construction stocks. 🏭
Note the top 10 stocks in Berkshire's portfolio:
🥇 Apple ($AAPL): A leading holding of $57.8 billion.
🥈 American Express ($AXP): In second place with $45.9 billion.
🥉 Coca-Cola ($KO): A stable position of $30.4 billion.
Bank of America ($BAC): A holding of $25 billion. 🏦
Chevron ($CVX): Currently worth $17.5 billion. ⚡️
Occidental Petroleum ($OXY): A value of $17.2 billion. 🛢
Alphabet ($GOOGL): Jumped to 7th place and is worth $15.6 billion, after a 204% increase. 📱
Chubb ($CB): A holding of $11.2 billion. 💳
Moody's ($MCO): Worth $10.8 billion. 📊
Kraft Heinz ($KHC): Closes out the top ten with $7.3 billion. 🤯
New stocks purchased in Berkshire's portfolio this quarter:
Delta Air Lines ($DAL): A strong entry with an investment of $2.65 billion. ✈️
Alphabet ($GOOG): A new purchase worth $1.03 billion. 📱
Macy's ($M): A relatively small initial position of $55 million. 💵
Stocks that saw significant increases -
Alphabet ($GOOGL): The number of shares jumped by 204%, due to the desire to increase presence in the company. 📈
New York Times ($NYT): An impressive 199% growth in the number of shares. 📰
Occidental Petroleum ($OXY): A 58% increase in value - but this mainly reflects a change in the stock price itself. 🛢
Lennar ($LEN): A 43% increase in holding. 🛠
Stocks that underwent significant cuts:
Constellation Brands ($STZ): The holding amount was sharply diluted by 95%. 📉
Nucor ($NUE): A 39% decrease from the portfolio holding. 📉
Berkshire also decided to completely liquidate all its holdings in several giant companies, and here is the list:
Visa ($V): A full exit worth $2.91 billion. 👋
Mastercard ($MA): A total sale of $2.28 billion. 👋
UnitedHealth ($UNH): Liquidation of a $1.66 billion position. 👋
Domino's Pizza ($DPZ): A sale of $1.4 billion. 👋
Aon ($AON): An exit from the holding worth $1.27 billion. 👋
Pool Corp ($POOL): A sale of $720 million. 👋
Amazon ($AMZN): Liquidation of a holding worth $525 million. 👋
And we have an interesting point to consider about smart money:
These changes show us how different investors' interpretations of market conditions can be,
In the exact same quarter that David Tepper completely liquidated all his airline stocks, Berkshire chose to add Delta Air Lines for the first time, with a massive $2.6 billion. 🤝
Additionally, at the same time Ronfein increased his Visa holdings by 510%, Berkshire sold its entire position in Visa. 👋
This only proves that every giant fund manager can have a completely opposite strategy, and both are absolutely sure they are right...
And that's the beauty of the stock market. 💡
We are monitoring 🔎