Berkshire Hathaway Boosts Stakes in Delta, Lennar, and New York Times

The Motley Fool··US·Read original
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Summary · why it matters

Berkshire Hathaway increased its holdings in Delta Air Lines, Lennar, and The New York Times Company during the second quarter, according to its latest 13F filing. CEO Greg Abel, who succeeded Warren Buffett at the start of the year, raised the conglomerate's stake in Delta by 44% to 57.3 million shares, now worth about $5 billion and representing 8.7% of the airline. Berkshire also grew its Lennar position by 43%, holding 13.4 million shares of Class A and Class B stock valued at almost $1.2 billion, and lifted its New York Times stake by 4% to 15.7 million shares, a 9.8% ownership worth just over $1 billion. The moves come as Berkshire's overall portfolio expanded from $263 billion to $299 billion, with Abel also increasing the Alphabet position by 83% to more than $36 billion.

Impact on assets 6

Artificial Intelligence▲ · 2 stocks
Alphabet Inc Class C
GOOG
▲ PositiveCapitalrelevance

Berkshire increased its Alphabet position by 83%, indicating strong conviction.

Energy Transition & Power Demand▲ · 1 stocks
Berkshire Hathaway Inc
BRK-B
▲ PositiveCapitalrelevance

Berkshire Hathaway's portfolio increased, with stakes in Delta, Lennar, and NYT raised, reflecting active management.

Industrials▲ · 1 stocks
Delta Air Lines Inc
DAL
▲ PositiveCapitalrelevance

Berkshire increased its stake in Delta by 44%, signaling confidence in the airline.

Consumer Discretionary▲ · 1 stocks
Lennar Corporation
LEN
▲ PositiveCapitalrelevance

Berkshire grew its Lennar position by 43%, showing confidence in the homebuilder.

Communication Services▲ · 1 stocks
New York Times Company
NYT
▲ PositiveCapitalrelevance

Berkshire lifted its New York Times stake by 4%, increasing its ownership to 9.8%.

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