Berkshire Hathaway 13-F: New stake in M, Raises GOOGL, Exits UNH

Berkshire Hathaway's latest 13-F reveals strategic adjustments in its equity portfolio, which includes new stakes in Delta Air Lines and Macy's, along with increased holdings in Google, New York Times, and Lennar.

Newsquawk StaffPublished 15 May 2026, 20:50 UTCOn the live feed at 20:30 UTC, 20 minutes before this page

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Berkshire Hathaway 13-F: New stake in M, Raises GOOGL, Exits UNH

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New: Delta Air Lines (DAL), Macy's (M)
Raises: Google (GOOGL), New York Times (NYT), Lennar (LEN).
Cuts: Bank of America (BAC), Chevron (CVX), Constellation Brands (STZ), Nucor (NUE)
Exits: Visa (V), Mastercard (MA), UnitedHealth (UNH), Domino's Pizza (DPZ), Aon (AON)
Top: Apple (AAPL), American Express (AXP), Coca-Cola (KO), Bank of America (BAC), Chevron (CVX)

Context

Notably, the exits from major positions like UnitedHealth and Visa could signal a shift in strategy, possibly favoring sectors viewed with more growth potential or better fundamentals. Overall, these changes may impact how investors align their own positions in relation to Berkshire's perceived confidence in these companies and sectors.

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