All articles tagged with #berkshire hathaway
Barron’s highlights a weekly stock watchlist led by Nvidia, Warner Bros. Discovery, Berkshire Hathaway, and Home Depot, as markets bounce on tariff news, with upcoming earnings from Constellation, Dell, Intuit, CoreWeave and others.
Berkshire Hathaway dumped about 7.7 million Amazon shares (roughly 75% of Buffett’s AMZN stake) in Q4 and instead invested about $352 million in The New York Times Company. NYT stock has surged about 52% in the last year to $75.50, while NYT digital subscriptions rose by 780,000 year over year to 12.21 million and revenue increased 10.4% to $802.3 million, signaling Buffett’s rotation toward a brand-name media asset amid AI-driven tech valuations.
Berkshire Hathaway disclosed an investment in The New York Times, underscoring Warren Buffett's ongoing interest in media assets and signaling a long-term vote of confidence in the Times' business prospects.
Berkshire Hathaway Energy unit PacifiCorp agreed to sell wind farms, transmission lines and a natural gas plant in Washington to Portland General Electric for $1.9 billion to strengthen its finances after wildfire-related losses, while retaining a hydro plant; the deal, coordinated under Greg Abel’s leadership, marks a rare asset disposal for Berkshire’s energy business.
Berkshire Hathaway’s Q4 13F shows a new stake in The New York Times, larger positions in Chevron (and Chubb/Domino’s in buy activity), and trims to Apple, Bank of America, and Amazon, signaling selective portfolio tweaks alongside other minor moves.
Berkshire Hathaway, nearing the end of Warren Buffett’s tenure, is returning to the newspaper space by taking a fresh stake in The New York Times (over 5 million shares, about $370 million) six years after selling its BH Media Group, while also boosting its Domino’s Pizza and Chevron stakes (roughly 3.3 million shares of Domino’s and more than 130 million shares of Chevron). The 13-F filing also notes other notable moves and investments, including Alphabet, as Buffett’s successor Greg Abel prepares to lead, with executives like Todd Combs and Marc Hamburgdeparting.
An investor argues that Apple and Berkshire Hathaway remain the top buys for 2026: Apple’s strong Q1 showing driven by 23% year‑over‑year iPhone revenue growth and its high‑margin services, paired with Berkshire’s massive $378 billion cash hoard and diversified asset base, create a complementary, defensive‑growth duo that can weather AI hype and regulatory risks while providing capital allocation flexibility.
Buffett’s Berkshire Hathaway has built roughly $58 billion in oil-and-gas bets—Chevron (~$21B), Occidental (~$12B), plus Dominion Energy assets, Cove Point LNG, and OxyChem—reflecting a long-term conviction that fossil fuels stay essential; with oil rebounding, these positions are beginning to pay off, even as Buffett steps back from the CEO role.
Michael Burry has bought GameStop not for its core business but for the leadership of Ryan Cohen, drawing a Buffett-like comparison and suggesting the potential for GameStop to resemble Berkshire Hathaway in the long run. Cohen owns about 9% of the company and has steered GameStop toward digital commerce, collectibles, and a Bitcoin investment, helping it outperform the market, yet the Berkshire analogy remains unproven and investors are advised to approach any GameStop bets with caution and a speculative mindset.
GameStop surged after CEO Ryan Cohen outlined a bold plan to grow the company from about $11B to over $100B, potentially via a large consumer/retail acquisition that Cohen acknowledged could be genius or a mistake. Investor Michael Burry urged a Berkshire Hathaway–style use of cash for a strong, cash-generating buyer, while the board tied Cohen’s pay to performance. With roughly $9B in liquidity and strategic store closures to fund higher-margin products, GameStop is taking bigger risks even as TipRanks’ AI rates it Neutral with a $25 target.
Berkshire Hathaway may sell its 27.5% stake in Kraft Heinz after more than a decade, per a regulatory filing, potentially ending the long-running investment; the update notes a company statement and the latest share movement.
Berkshire Hathaway has filed to register its entire 27.5% stake in Kraft Heinz, signaling a potential reduction of its holding as new CEO Greg Abel shifts away from Buffett-era bets; Kraft Heinz plans a two-company split, Buffett has acknowledged the deal’s flaws, the stock fell about 6% on the news, and Berkshire took a $3.8 billion write-down last year while 3G Capital exited in 2023. Berkshire’s next 13F update is expected mid-May, and the filing suggests an exit path rather than an imminent sale.
Shares of Kraft Heinz fell about 3.8% after-hours after a regulatory filing showed Berkshire Hathaway may fully exit its 27.5% stake ahead of Kraft Heinz’s planned split, a move tied to Buffett-era losses; the stake was worth roughly $7.7 billion at the Jan. 20 close, and KHC has fallen about 19% over the past year despite a Hold rating and a $25.38 price target implying modest upside.
Berkshire Hathaway could sell up to about 325.4 million Kraft Heinz shares (roughly 27% of the company), prompting Kraft Heinz stock to fall in after-hours trading as the company moves to unwind its 2015 merger and split into two public entities.
Greg Abel, Warren Buffett’s designated successor, could kick off Berkshire Hathaway’s portfolio reshaping by selling the company’s roughly 325 million Kraft Heinz shares, signaling a potential first major move under Abel’s watch.