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Berkshire Hathaway 13-F: Raises stake in GOOGL and Exits STZ

StockNow breaking-news AI analysis

Berkshire Hathaway's 13F reveals a shift toward AI and housing through Alphabet and homebuilders, while defensively exiting Constellation Brands and trimming interest-rate-sensitive financial holdings like Bank of America.

News detail

New: D R Horton (DHI). Raises: Alphabet (GOOGL), Delta Air Lines (DAL), New York Times (NYT), Macy's (M), Lennar (LEN). Cuts: Capital One (COF), Bank of America (BAC), Nucor (NUE), Kroger (KR), Ally Financial (ALLY), DaVita (DVA). Exits: Constellation Brands (STZ).

13 stocks

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