DR Horton IncBerkshire established a new position in D.R. Horton
Berkshire Hathaway increased its stake in Alphabet and added to homebuilder holdings in the second quarter. The conglomerate picked up roughly 48.1 million Alphabet shares, bringing its total to about 106 million shares valued at $37.76 billion as of June 30. Berkshire also grew its Lennar stake by nearly 30% and established a small new position in D.R. Horton worth $580,504. The company reduced stakes in Bank of America, Ally Financial, and Capital One Financial, and exited its Constellation Brands position.
DR Horton IncBerkshire established a new position in D.R. Horton
Lennar CorporationBerkshire grew its Lennar stake by nearly 30%.
Taylor Morn Home
Bank of America CorpBerkshire reduced its stake in Bank of America
Capital One Financial CorporationBerkshire reduced its stake in Capital One Financial
Berkshire Hathaway IncBerkshire's own portfolio changes are the subject, but impact on its stock is indirect
Alphabet Inc Class CBerkshire increased its stake in Alphabet, signaling confidence.
Ally Financial IncBerkshire reduced its stake in Ally Financial
Constellation Brands Inc Class ABerkshire exited its Constellation Brands position.
Delta Air Lines Inc
DaVita HealthCare Partners Inc
Nucor Corp