Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN
Yahoo Finance·2026-02-18 21:53

Core Insights - Berkshire Hathaway has released its Q4 2025 portfolio moves, highlighting significant trades and insights into its investment strategy [1][2] Group 1: Portfolio Changes - Berkshire initiated a new position in the New York Times, purchasing nearly 5.1 million shares valued at approximately $352 million, representing about 0.13% of its equity holdings [3][5] - The New York Times shares rose around 21% in Q4 2025, with a continued upward trend into 2026, driven by strong earnings and a significant increase in digital subscribers [4][5] - Berkshire reduced its stake in Apple by 4% during Q4 2025, following a trend of selling Apple shares over the previous quarters [6][7] Group 2: Management Transition - Warren Buffett officially retired as CEO at the end of 2025, with Greg Abel taking over, although Buffett remains involved as Chairman of the Board [2]

Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN - Reportify