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Berkshire Hathaway Q1 Filings Reveal Major Investment Shifts

Berkshire Hathaway's latest filings for the first quarter reveal significant changes in its investment portfolio, including tripling its stake in Alphabet and making new investments in Delta and Macy's. The company also divested from several holdings, such as Amazon, UnitedHealth, Visa, Mastercard, and $8 billion in Chevron shares.

15 May, 21:40 — 16 May, 03:08
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Sources

Showing 6 of 9 sources
ReutersVery High6h ago

Berkshire buys Delta, more Alphabet; sheds Amazon, UnitedHealth, Visa and Mastercard - Reuters

Berkshire buys Delta, more Alphabet; sheds Amazon, UnitedHealth, Visa and Mastercard  Reuters

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bloombergHigh6h ago

Berkshire Sold $8 Billion of Chevron Shares as Prices Soared - Bloomberg.com

Berkshire Sold $8 Billion of Chevron Shares as Prices Soared  Bloomberg.com

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cnbcMostly Factual7h ago

David Tepper’s Appaloosa nearly doubles Amazon stake, adds Sandisk in the first quarter

Amazon became Appaloosa's largest disclosed equity holding at the end of March, a regulatory filing showed.

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marketwatchMostly Factual7h ago

This hedge fund just dumped the ‘big three’ airline stocks, as the industry faces soaring fuel costs

Appaloosa sold off its entire positions in Delta, American and United, while loading up on shares of Amazon and Uber.

By Bill Peters

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Business InsiderMostly Factual1h ago

Salesforce CEO Marc Benioff said his company will likely spend $300M on Anthropic tokens

Salesforce CEO Marc Benioff said AI coding agents have brought "unprecedented" levels of productivity for his company. Stefan Wermuth/Bloomberg via Getty Images Salesforce CEO Marc Benioff had high praise for AI coding agents and Anthropic. The CEO said agents have allowed him to be more efficient and faster with product iteration. He said Salesforce will also be introducing tech that makes coding easier inside Slack. Marc Benioff is all in on the AI coding agent craze and is willing to spe...

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seeking-alphaMixed6h ago

Tudor adds Warner Bros. Discovery stake, boosts SPY, trims QQQ in Q1

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