After sixty years of avoiding department stores, Berkshire is dipping a toe back in.

Berkshire Hathaway (BRK.A) is back in focus after Q2 2026 results combined a sharp jump in net income with the largest share buybacks since 2021, as well as heavy buying of Alphabet and Delta Air Lines. See our latest analysis for Berkshire Hathaway. Berkshire Hathaway’s recent buying spree under Greg Abel and the large Q2 buybacks come as short term share price momentum has softened, with a 7 day share price return of 1.81% decline and a modest year to date share price return of 0.81%, while...

Greg Abel's first full quarter running Berkshire's portfolio wiped out sixteen positions in one sweep, and OMAH shareholders are only now finding out what that means for the fund they thought they owned.

Warren Buffett is normally courteous, but he had some choice words for critics of stock buybacks a few years ago. Companies need to return cash to investors eventually to be worth owning. Companies that grant lots of stock options can be indifferent because they want to soak up those cheaply issued shares.

Berkshire has piled into one particular AI stock this year.

Don't be fooled by Buffett's latest buying spree.

Berkshire raised its stake in the housing stock by nearly 30% in Q2 of 2026.

Warren Buffett’s Berkshire Hathaway, which is now run by Greg Abel, revealed in its latest 13F filing that the fund bought a new stake in D.R. Horton (NYSE:DHI), worth about $580,000. The fund also increased its stake in fellow homebuilder Lennar (NYSE:LEN) by 30% in the second quarter, lifting that position to about $1.2 billion. […]

The energy giant sends Warren Buffett’s Berkshire Hathaway $601 million a year. Here’s why this dividend aristocrat is a Wall Street favorite.

Berkshire added to its position in Alphabet last quarter, and now has two iconic tech companies among its top-three holdings.

Buffett apparently likes what he sees with Google parent Alphabet.

Warren Buffett's successor, Greg Abel, is buying back billions in Berkshire stock, something Buffett himself decided not to do for all of 2025.

During the second quarter, Berkshire became a net buyer of stocks for the first time in over three years.

Greg Abel just committed $6.8 billion to homebuilders while mortgage rates hover near 7% and builder sentiment sits at multi-year lows. Whether that looks like bold contrarian conviction or a costly miscalculation depends on what happens next.

While investors treat Wall Street like a casino, stick to these Buffett-style "wonderful investments."

Move aside, Coca-Cola. The Oracle of Omaha now has an insatiable thirst for the AI boom.

Berkshire gets a lot of attention for its stake in Alphabet, but these purchases are worth exploring, too.

Berkshire Hathaway recently made public what the conglomerate's stock holdings were as of the end of the second quarter.

Berkshire's bosses have been net sellers of stocks in 14 of the last 15 quarters.

Berkshire got a price no ordinary investor could touch. Six weeks later, it stopped mattering.

In the past quarter, Berkshire Hathaway Inc. reported Q2 2026 results showing revenue of US$101.81 billion and net income of US$25.67 billion, with earnings per share from continuing operations of US$17,868. Alongside this earnings jump, Berkshire’s new CEO Greg Abel oversaw a very large ramp-up in equity purchases, including an 83% increase in the Alphabet stake, and the company’s biggest share buyback since 2021. Next, we’ll examine how Greg Abel’s renewed appetite for large-scale equity...

Buffett's wisdom is timeless.

Berkshire increased its Alphabet holding to nearly 106 million shares worth $37.8 billion.

Is Michael Burry right that Berkshire Hathaway isn't investable?

Berkshire's insurance float has been a key long-term growth driver and reached a record level in the second quarter. Here's what that means for investors.

His wisdom is as powerful today as it was in 1987.

The latest 13F filings show that Bill Gates’ foundation trust and Warren Buffett’s Berkshire Hathaway, now run by Greg Abel, had one stock in common in their portfolios as of the end of the second quarter: Kraft Heinz (NASDAQ:KHC). Berkshire held a big position that made up 2.6% of its book. The Gates Foundation stake […]

U.S. Global Investors CEO Frank Holmes joined Steve Darling from Proactive to discuss the continued strength of the global travel industry and what the resilient demand environment could mean for airline, hotel and travel-related stocks. Holmes said the global travel sector continues to show strong momentum, with Air Canada indicating that the fall travel season could rank among its strongest ever. He pointed to a resurgence in corporate travel and a reduction in traditional seasonality as important drivers, suggesting that demand is becoming more consistent throughout the year. Holmes highlighted Delta Air Lines as a classic "growth at a reasonable price," or GARP, investment opportunity. He pointed to Berkshire Hathaway's decision to significantly increase its position in Delta, following its earlier exit during the COVID-19 pandemic. According to Holmes, Berkshire increased its ownership stake by approximately 44% to about 8.7%. Despite airline ticket prices rising roughly 17% year over year, Holmes said business travel demand has remained resilient, suggesting that higher fares have not yet materially weakened corporate travel activity. From a valuation perspective, Holmes believes airline stocks remain relatively inexpensive compared with the broader market. He noted that airlines are trading at approximately one-third of the price-to-earnings multiples of S&P 500 companies, potentially leaving room for positive earnings surprises and further share-price appreciation. Holmes also discussed the relationship between oil prices and airline stocks, highlighting a pattern he has observed in the market. When crude oil prices rise above their 50-day moving average, airline shares often come under pressure because of higher fuel costs. Conversely, when oil prices fall back below the 50-day average, airline stocks have historically tended to strengthen and reach new highs. The strength of the travel recovery is also evident internationally. Holmes said Europe is capturing roughly one-third of global leisure travel spending this summer, creating significant economic benefits for luxury retailers, restaurants and hospitality businesses across Southern Europe. Meanwhile, CoStar data through early August continues to show another strong year-over-year performance for the U.S. hotel industry, reinforcing Holmes' view that travel remains a powerful component of the global consumer economy. Overall, Holmes believes the combination of resilient corporate travel, strong leisure demand, improving year-round travel patterns and relatively low airline valuations could continue to create opportunities for investors across the travel and hospitality sectors. #proactiveinvestors #usglobalinvestorsinc #nasdaq #TravelETFs #TRIPETF #FrankHolmes #USGlobalInvestors #AirlineStocks #CruiseStocks TravelIndustry #Airlines #Tourism #TripETF #Investing #Hospitality #TravelStocks #MarketOutlook

Bruce Berkowitz has built his entire Fairholme portfolio around a single Northwest Florida land developer, and the boldness of that bet raises a question every retail investor should answer before following his lead.

Bill Gates and Melinda French Gates’ Gates Foundation Trust reshuffled its investment holdings in the second quarter of 2026, trimming its stake in Warren Buffett’s Berkshire Hathaway by more than $800 million while initiating a new position in Home Depot,...

Greg Abel just made his boldest move as Berkshire's new CEO, deploying billions into three distinct bets that reveal exactly what he thinks comes next for markets and housing.

Berkshire Hathaway just made Alphabet its largest second-quarter purchase by a wide margin, but the same quarter revealed a cash flow figure that would make most investors pause. Here is what the bulls and the bears are each getting right.

David Tepper made his 2026 fortune calling the memory chip cycle before anyone else, and now he is quietly repositioning Appaloosa into a sector known for destroying capital just as fast as it creates it.

Berkshire's latest portfolio moves signal a bigger bet on Alphabet and housing stocks. Here are the ETFs that offer exposure to its top buys.

Appaloosa's latest 13F reveals David Tepper quietly bet against two of the most beloved stocks in America, including one Warren Buffett refuses to sell. The reason hiding inside the filing changes everything about what this trade actually signals.

The company loaded up on Alphabet and Delta Air Lines, while making a sizeable reduction in its position in Bank of America.

Berkshire Hathaway's new CEO just made the firm's biggest single-quarter bet in years, and the stock he chose reveals exactly how he plans to run the empire differently than Buffett did.

Even if Berkshire Hathaway never scoops up a stake on this largely overlooked and mostly unloved name, that doesn't mean it doesn't have a place in your portfolio.