Berkshire Hathaway 13-F: New stake in NYT; Raises CVX and DPZ
Newsquawk Staff ·
- New: New York Times (NYT).
- Raises: Chubb (CB), Chevron (CVX), Domino's Pizza (DPZ), Lamar (LAMR).
- Cuts: Amazon (AMZN), Bank of America (BAC), DaVita (DVA), Pool Corp (POOL), Aon PLC (AON).
- Exits: N/A.
- Top: Apple (AAPL), American Express (AXP), Bank of America (BAC), Coca-Cola (KO), Chevron (CVX).
What it means
Berkshire Hathaway's latest 13-F filing reveals new investments and adjustments in its portfolio, notably acquiring a stake in the New York Times (NYT) and increasing holdings in Chevron (CVX), Chubb (CB), and Domino's Pizza (DPZ). The adjustments suggest a strategic repositioning, possibly indicating higher confidence in the energy and consumer sectors while cutting back on tech and financials like Amazon (AMZN) and Bank of America (BAC). This could signal broader market implications, especially for the sectors involved, as Berkshire's moves are often closely watched for insights into economic sentiment.
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