Alphabet Inc Class CGOOG
▲ ポジティブ資本関連度
Berkshire increased its Alphabet stake by 83%, making it the third-largest holding.
銘柄への影響 13
Artificial Intelligence
Consumer Discretionary
Macy’s IncM
▲ ポジティブ資本関連度
Berkshire significantly increased its holdings in Macy's, signaling confidence.
DR Horton IncDHI
▲ ポジティブ資本関連度
Berkshire initiated a new position in D.R. Horton.
Lennar CorporationLEN
▲ ポジティブ資本関連度
Berkshire significantly increased its holdings in Lennar.
Financials
Capital One Financial CorporationCOF
▼ ネガティブ資本関連度
Berkshire roughly halved its stake in Capital One, a negative signal.
Bank of America CorpBAC
▼ ネガティブ資本関連度
Berkshire trimmed its Bank of America stake, a negative signal.
Energy Transition & Power Demand
Berkshire Hathaway IncBRK-B
▲ ポジティブ資本関連度
Berkshire repurchased $4.5 billion of its own shares, its largest buyback since 2021.
Industrials
Delta Air Lines IncDAL
▲ ポジティブ資本関連度
Berkshire increased its Delta Air Lines stake by 44%.
Critical Materials & Supply Chain
Nucor CorpNUE
▼ ネガティブ資本関連度
Berkshire roughly halved its stake in Nucor, a negative signal.
Consumer Staples
Kroger CompanyKR
▼ ネガティブ資本関連度
Berkshire trimmed its Kroger stake, a negative signal.
Digital Finance & Tokenization
