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#BerkshireAddsToDeltaAndAlphabetHoldings Berkshire Hathaway $BRK.B just updated its stock portfolio This is every move they made during Q2 New position: - D.R. Horton $DHI: 3,564 shares Fully exited: - Constellation Brands $STZ: was 632,890 shares Biggest adds: - Alphabet $GOOGL combined: 57,835,013 to 105,979,600 shares, up 48,144,587 shares - Delta Air Lines $DAL: 39,809,456 to 57,320,000 shares, up 17,510,544 shares - Macy's $M: 3,038,355 to 7,347,426 shares, up 4,309,071 shares - Lennar $LEN/LEN.B combined: 10,337,345 to 13,409,858 shares, up 3,072,513 shares - New York Times $NYT: 15,146,535 to 15,700,000 shares, up 553,465 shares Biggest trims: - Bank of America $BAC: 513,624,165 to 483,394,015 shares, cut by 30,230,150 shares - Kroger $KR: 50,000,000 to 39,000,000 shares, cut by 11,000,000 shares - Capital One Financial $COF: 7,150,000 to 3,000,000 shares, cut by 4,150,000 shares - Nucor $NUE: 3,907,075 to 1,857,752 shares, cut by 2,049,323 shares - Ally Financial $ALLY: 29,000,000 to 27,000,000 shares, cut by 2,000,000 shares - DaVita $DVA: 30,100,585 to 28,880,209 shares, cut by 1,220,376 shares $