Berkshire Hathaway 13-F: New stake in NYT; Raises CVX and DPZ
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).
NVIDIA (NVDA) dissolves stake in Applied Digital (APLD), according to SEC filing
Lone Pine Capital 13-F: New stake in DASH, Raised AVGO, Cuts AMZN, and Exits META
Berkshire Hathaway 13-F: New stake in NYT; Raises CVX and DPZ
Sandisk (SNDK) registers for share sale by holder Western Digital (WDC)
Starboard Value 13-F: New FLR, Raises MTCH, Cuts CRM and Exits ALIT
Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.
- 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).
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.
Related headlines
- User reports indicate possible problems with Amazon (AMZN) Web Services in the US, according to Down Detector29 min ago
- US Daily Equity Opening News - MSFT to report quarterly Azure sales; AVGO and HPE fall on outlooks; SNOW surges on earnings beat2 hours ago
- US BROKER MOVES: AVGO upgraded at Macquarie; MRNA downgraded at Rothschild Redburn3 hours ago
- Barclays upgrades European Insurance sector to Market Weight from Underweight 7 hours ago
- BoE's Pill explains why he supported raising bank rate to 4% in recent MPC meetings; argues that clear, prompt and decisive policy action and communication would help steer markets, reduce uncertainty and support monetary policy transmission48 min ago
- US EQUITY OPEN: Dovish Waller helps push indices higher although AVGO guidance underwhelms2 hours ago
- Commerzbank (CBK GY) to buyback EUR 1.2bln of shares2 hours ago
- Bank of America (w/e Aug 29) Total Card Spending +3.7% Y/Y (prev. +5% in July); add that, on balance, the robust spending growth in August is consistent with the view that the slump in July was a blip7 hours ago
- US President Trump says "It is very good for Canadian Politicians like PM Carney to make Trump “the enemy,” until their Economy collapses then it will prove to be very bad for Politics — Worse than anything that has ever happened to a Canadian Politician"34 min ago
- US President Trump clarifies that Commerce Secretary Lutnick had Venezuela on his mind when he said nobody was killed, adds that 18 people were killed in Iran4 hours ago
- US President Trump posts image of 20mln BPD through the Hormuz vs. 18mln BPD before4 hours ago
- [MARKET ANALYSIS] European bourses tilt higher, Elliott reportedly pushes DTE GY to scrap TMUS merger; AVGO misses Q4 guidance estimates7 hours ago
- [MARKET ANALYSIS] Crude takes a breather after a choppy mid-week; metals mixed7 hours ago
- [MARKET ANALYSIS] Yields slip off best levels as energy benchmarks edge lower; JGBs in focus following a GPIF meeting and BoJ sources7 hours ago
- EnQuest (ENQ LN) CEO says it is interested in acquiring BP’s (BP/ LN) UK North Sea assets, CNBC reports5 hours ago
- Cliffwater Private Credit fund sees 16% redemption requests36 min ago
- AbbVie (ABBV) announced positive topline results from the Phase 3 CERVINO study evaluating etentamig in patients with triple-class exposed RRMM; study met its dual primary endpoints2 hours ago
- Meta (META) has launched WhatsApp bill payments in India, which will integrate 22,722 billers3 hours ago
- Nvidia (NVDA) confirms it is to acquire Hugging Face for USD 12.93bln; Hugging Face will remain an open platform3 hours ago
- GE Vernova (GEV) supplies 16 turbines for ESB's 96 MW Chleansaid wind farm in Scottish highlands4 hours ago
The whole workspace, free to try.
Try it free