伯克希尔 (Berkshire Hathaway) 13F Q1 2026 — 新建仓 3 · 加仓 4 · 减仓 3 · 清仓 16 / Berkshire Hathaway 13F Q1 2026 — 3 new · 4 increased · 3 decreased · 16 closed

📊 13F Q1 2026

🐳 伯克希尔 (Berkshire Hathaway) | 管理 $263.1B

🟢 新买入 (3 只)

• 达美航空 (DAL) $2.6B

• 谷歌 (GOOG) $1.0B

• 梅西百货 (M) $55M

🟡 加仓 (4 只)

• 谷歌 (GOOGL) +$10.0B (+204%)

• 纽约时报 (NYT) +$917M (+199%)

• 莱纳建筑公司 (LEN) +$152M (+43%)

• LEN-B +$3M (+31%)

🟠 减仓 (3 只)

• 雪佛龙 (CVX) -$2.4B (-35%)

• 星座品牌酒业 (STZ) -$1.7B (-95%)

• 纽柯钢铁 (NUE) -$384M (-39%)

🔴 清仓 (16 只)

• 维萨 (V) $2.9B

• 万事达 (MA) $2.3B

• 联合健康 (UNH) $1.7B

• 达美乐比萨 (DPZ) $1.4B

• 怡安保险 (AON) $1.3B

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📊 13F Q1 2026

🐳 Berkshire Hathaway | AUM $263.1B

🟢 New buys (3 positions)

• DAL $2.6B

• Alphabet Inc. (GOOG) $1.0B

• Macy's, Inc. (M) $55M

🟡 Added (4 positions)

• Google (GOOGL) +$10.0B (+204%)

• The New York Times Company (NYT) +$917M (+199%)

• Lennar Corporation (LEN) +$152M (+43%)

• LEN-B +$3M (+31%)

🟠 Reduced (3 positions)

• Chevron Corporation (CVX) -$2.4B (-35%)

• Constellation Brands, Inc. (STZ) -$1.7B (-95%)

• Nucor Corporation (NUE) -$384M (-39%)

🔴 Exited (16 positions)

• Visa Inc. (V) $2.9B

• Mastercard Incorporated (MA) $2.3B

• UnitedHealth Group Incorporated (UNH) $1.7B

• Domino's Pizza, Inc. (DPZ) $1.4B

• Aon plc (AON) $1.3B