WOLF(@WOLF_Financial):BERKSHIRE JUST TRIPLED HIS GOOGLE POSITION AND EXITED VISA, MASTERCARD, AND UNITEDHEALTH Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Apple $AAPL: $57.8B 🥈 American Express $AXP: $45.9B 🥉 Coca-Cola $KO: $30.4B 4. Bank of America $BAC: $25.0B 5. Chevron $CVX: $17.5B 6. Occidental Petroleum $OXY: $17.2B 7. Alphabet $GOOGL: $15.6B (+204% shares) 8. Chubb $CB: $11.2B 9. Moody's $MCO: $10.8B 10. Kraft Heinz $KHC: $7.3B New positions: - Delta Air Lines $DAL: $2.65B - Alphabet $GOOG Class C: $1.03B - Macy's $M: $55M Biggest adds: - Google $GOOGL: +204% shares - New York Times $NYT: +199% - Lennar $LEN: +43% - Occidental Petroleum $OXY: +58% value (price) - Lennar $LEN-B: +31% shares Biggest trims: - Constellation Brands $STZ: -95% shares - Nucor $NUE: -39% - Chevron $CVX: -35% Full exits: - Visa $V: $2.91B - Mastercard $MA: $2.28B - UnitedHealth $UNH: $1.66B - Domino's Pizza $DPZ: $1.40B - Aon $AON: $1.27B - Pool Corp $POOL: $702M - Amazon $AMZN: $525M - Heico $HEI-A: $327M - Liberty Media $FWONK: $297M - Charter Communications $CHTR: $221M - Lamar Advertising $LAMR: $152M - Allegion $ALLE: $124M - Diageo $DEO: $20M The rotation: out of payments ($V, $MA), healthcare ($UNH), and consumer discretionary. Into Alphabet at scale, a fresh Delta Airlines bet, and select industrials/homebuilders.

2026.05.15 20:15

BERKSHIRE JUST TRIPLED HIS GOOGLE POSITION AND EXITED VISA, MASTERCARD, AND UNITEDHEALTH Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Apple $AAPL: $57.8B 🥈 American Express $AXP: $45.9B 🥉 Coca-Cola $KO: $30.4B 4. Bank of America $BAC: $25.0B 5. Chevron $CVX: $17.5B 6. Occidental Petroleum $OXY: $17.2B 7. Alphabet $GOOGL: $15.6B (+204% shares) 8. Chubb $CB: $11.2B 9. Moody's $MCO: $10.8B 10. Kraft Heinz $KHC: $7.3B New positions: - Delta Air Lines $DAL: $2.65B - Alphabet $GOOG Class C: $1.03B - Macy's $M: $55M Biggest adds: - Google $GOOGL: +204% shares - New York Times $NYT: +199% - Lennar $LEN: +43% - Occidental Petroleum $OXY: +58% value (price) - Lennar $LEN-B: +31% shares Biggest trims: - Constellation Brands $STZ: -95% shares - Nucor $NUE: -39% - Chevron $CVX: -35% Full exits: - Visa $V: $2.91B - Mastercard $MA: $2.28B - UnitedHealth $UNH: $1.66B - Domino's Pizza $DPZ: $1.40B - Aon $AON: $1.27B - Pool Corp $POOL: $702M - Amazon $AMZN: $525M - Heico $HEI-A: $327M - Liberty Media $FWONK: $297M - Charter Communications $CHTR: $221M - Lamar Advertising $LAMR: $152M - Allegion $ALLE: $124M - Diageo $DEO: $20M The rotation: out of payments ($V, $MA), healthcare ($UNH), and consumer discretionary. Into Alphabet at scale, a fresh Delta Airlines bet, and select industrials/homebuilders.