13F filing recap · Q2 2026

What did Berkshire Hathaway Inc buy in Q2 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$299.25B

Positions

Estimated turnover

8.3%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Berkshire Hathaway opened a new position in D.R. Horton and exited Constellation Brands entirely. It substantially increased its Alphabet stake, while also adding substantially to Delta Air Lines. The firm trimmed Bank of America and DaVita slightly, and reduced Kroger moderately. It also cut Capital One Financial and Nucor substantially, and dramatically increased its Macy's position.

New positions

DHID.r. Horton, Inc.$580.5Kreported value+3.6K shares

Increased positions

GOOGLAlphabet Inc.$28.16Breported value+24.54M shares+45.2%GOOGAlphabet Inc.$9.61Breported value+23.60M shares+658.3%DALDelta Air Lines, Inc.$5.37Breported value+17.51M shares+44.0%LENLennar Corp /new/$1.19Breported value+3.01M shares

Reduced positions

BACBank of America Corp$27.54Breported value-30.23M shares-5.9%DVADaVita Inc.$6.43Breported value-1.22M shares-4.1%KRKroger Co$2.17Breported value-11.00M shares-22.0%ALLYAlly Financial Inc.$1.24Breported value-2.00M shares

Exited positions

STZConstellation Brands, Inc.$94.93Mprior reported value-632.9K shares-100.0%