Berkshire Hathaway's portfolio holdings for the 4th quarter are out - SEC Form 13F-HR filing. New position in The New York Times. Added to Chevron, Chubb and Dominos. Sold some Apple and BofA. Dumping Amazon. Here are the 14 changes compared to Q3.
u/NoDontClickOnThat ·
Reddit — r/ValueInvesting
· February 17, 2026 at 22:10
· ⬆ 103 pts
· 💬 70 comments
| View on Reddit ↗
No analysis available.
Score103
Comments70
Upvote %97%
▶ Full Post Text
[https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/xslForm13F\_X02/50240.xml](https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/xslForm13F_X02/50240.xml)
|NAME OF ISSUER|CHG IN SHARES|PCT|
|:-|:-|:-|
|AMAZON COM INC|\-7,724,000|\-77.2%|
|AON PLC|\-497,005|\-12.1%|
|APPLE INC|\-10,294,956|\-4.3%|
|ATLANTA BRAVES HLDGS INC|\-108,217|\-48.4%|
|BANK AMER CORP|\-50,774,078|\-8.9%|
|CHEVRON CORP NEW|\+8,091,570|\+6.6%|
|CHUBB LIMITED|\+2,916,288|\+9.3%|
|CONSTELLATION BRANDS INC|\-400,000|\-3.0%|
|DAVITA INC|\-401,514|\-1.2%|
|DOMINOS PIZZA INC|\+368,055|\+12.3%|
|LAMAR ADVERTISING CO NEW|\+300|\+0.0%|
|LIBERTY LATIN AMERICA LTD|\-234,127|\-6.0%|
|NEW YORK TIMES CO|\+5,065,744|**NEW**|
|POOL CORP|\-390,000|\-11.3%|