Berkshire, against its own record
1 in, 1 out
Q2 2026's 13F added D R Horton Inc and no longer listed Constellation Brands Inc.
The letters, asked “what went wrong in the housing market”:
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We are now in the fourth year of a cure that, though long and painful, is sure to succeed.
Next The letters argue both sides →
Same idea The full quarter · Did Berkshire sell its Apple stock? · What Q3 2026 will show