Berkshire Hathaway, led by Warren Buffett, completely exited Constellation Brands (STZ) in the second quarter; it reduced its holdings in Kroger (KR), First Capital Financial (COF), Nucor Steel (NUE), Ally Financial (ALLY), and DaVita (DVA). It increased its positions in Google A ($GOOGL ), Google (GOOG), Delta Air Lines (DAL), Lennar Homes (LEN), and Macy's (M).