Pool CorporationPOOL
▼ ネガティブ資本関連度
Berkshire sold its stake in Pool Corp., a recent underperformer, as part of portfolio restructuring.
銘柄への影響 13
Consumer Discretionary
Pool Corporation
Domino's Pizza Inc Common StockDPZ
▼ ネガティブ資本関連度
Berkshire sold its Domino's Pizza stake, a recent underperformer.
Domino’s Pizza Group PLCDOM
言及
Artificial Intelligence
Alphabet Inc Class CGOOG
▲ ポジティブ資本関連度
Berkshire's biggest new buy was Alphabet, indicating a positive view.
Amazon.com IncAMZN
▼ ネガティブ資本関連度
Berkshire sold its Amazon stake, indicating reduced confidence in the stock.
NVIDIA CorporationNVDA
言及
Digital Finance & Tokenization
Mastercard IncMA
▼ ネガティブ資本関連度
Berkshire sold its long-held Visa position, signaling a potential lack of expected market-beating returns.
Visa Inc. Class AV
▼ ネガティブ資本関連度
Berkshire sold its long-held Mastercard position, similar to Visa, indicating a shift away from these stocks.
Consumer Staples
Diageo PLCDGE
▼ ネガティブ資本関連度
Berkshire sold its stake in Diageo, a high-yield position, as part of reducing dividend income focus.
The Coca-Cola CompanyKO
言及
Energy Transition & Power Demand
Berkshire Hathaway IncBRK-B
± 混在資本関連度
CEO Greg Abel sold 15 positions and increased cash, signaling a strategic shift.
Real Estate
Lamar Advertising CompanyLAMR
▼ ネガティブ資本関連度
Berkshire sold its stake in Lamar Advertising, a high-yield position, indicating reduced confidence.
Industrials
Delta Air Lines IncDAL
▲ ポジティブ資本関連度
Berkshire added Delta Air Lines, a new buy by Abel.