Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q2 2026)
According to the SEC 13F filed on Aug 14, 2026, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2026, the filing reported:
New Buys - D.R. Horton, Inc.
Increases - Delta Air Lines, Inc., Alphabet Inc., Alphabet Inc., Lennar Corporation, Lennar Corporation, and 2 more
Reductions - Ally Financial Inc., Bank of America Corporation, Capital One Financial Corporati, DaVita Inc., Kroger Company (The), and 1 more
Complete Exits - Constellation Brands, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2026
|
ALLY
Ally Financial Inc.
|
Sell |
-2,000,000
|
|
Q2 2026
|
BAC
Bank of America Corporation
|
Sell |
-30,230,150
|
|
Q2 2026
|
COF
Capital One Financial Corporati
|
Sell |
-4,150,000
|
|
Q2 2026
|
DAL
Delta Air Lines, Inc.
|
Buy |
+17,510,544
|
|
Q2 2026
|
DHI
D.R. Horton, Inc.
|
Buy - Position Entry |
+3,564
|
|
Q2 2026
|
DVA
DaVita Inc.
|
Sell |
-1,220,376
|
|
Q2 2026
|
GOOG
Alphabet Inc.
|
Buy |
+23,603,218
|
|
Q2 2026
|
GOOGL
Alphabet Inc.
|
Buy |
+24,541,369
|
|
Q2 2026
|
KR
Kroger Company (The)
|
Sell |
-11,000,000
|
|
Q2 2026
|
LEN
Lennar Corporation
|
Buy |
+3,012,099
|
|
Q2 2026
|
LEN-B
Lennar Corporation
|
Buy |
+60,414
|
|
Q2 2026
|
M
Macy's Inc
|
Buy |
+4,309,071
|
|
Q2 2026
|
NUE
Nucor Corporation
|
Sell |
-2,049,323
|
|
Q2 2026
|
NYT
New York Times Company (The)
|
Buy |
+553,465
|
|
Q2 2026
|
STZ
Constellation Brands, Inc.
|
Sell - Position Exit |
-632,890
|
|
Q1 2026
|
AMZN
Amazon.com, Inc.
|
Sell - Position Exit |
-2,276,000
|
|
Q1 2026
|
AON
Aon Plc
|
Sell - Position Exit |
-3,602,995
|
|
Q1 2026
|
BAC
Bank of America Corporation
|
Sell |
-3,671,769
|
|
Q1 2026
|
BATRK
Atlanta Braves Holdings, Inc. -
|
Sell - Position Exit |
-115,428
|
|
Q1 2026
|
CHTR
Charter Communications, Inc.
|
Sell - Position Exit |
-1,060,882
|
|
Q1 2026
|
CVX
Chevron Corporation
|
Sell |
-45,780,506
|
|
Q1 2026
|
DAL
Delta Air Lines, Inc.
|
Buy - Position Entry |
+39,809,456
|
|
Q1 2026
|
DEO
Diageo plc
|
Sell - Position Exit |
-227,750
|
|
Q1 2026
|
DPZ
Domino's Pizza Inc
|
Sell - Position Exit |
-3,350,000
|
|
Q1 2026
|
DVA
DaVita Inc.
|
Sell |
-1,658,480
|
|
Q1 2026
|
FWONK
Liberty Media Corp Formula One Group
|
Sell - Position Exit |
-3,018,555
|
|
Q1 2026
|
G0176J109
Allegion
|
Sell - Position Exit |
-780,133
|
|
Q1 2026
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+3,585,215
|
|
Q1 2026
|
GOOGL
Alphabet Inc.
|
Buy |
+36,403,656
|
|
Q1 2026
|
HEI-A
Heico Corporation
|
Sell - Position Exit |
-1,294,612
|
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