What did Warren Buffett buy in Q2 2026?

Warren Buffett opened 1 new position (DHI) and added to 6 existing holdings in the Q2 2026 13F.

What did Warren Buffett sell in Q2 2026?

Warren Buffett exited 1 position (STZ) and trimmed 3.

What Warren Buffett bought and sold in Q2 2026

In Q2 2026, Warren Buffett (Berkshire Hathaway) opened 1 new position — including DHI (<0.1%), added to 6, trimmed 3, exited 1 (STZ). The book stood at $299.25B across 29 positions, filed Aug 14, 2026.

1New6Added3Trimmed1Exited

Share𝕏 in

Decision recordBerkshire Hathaway increased GOOGL by 45%. Was it still actionable?High-conviction increase. Low timing precision. See the lag, evidence, disagreement, and original source →

New positions (1)

DHIDR Horton Inc<0.1% · $581K

Added to (6)

GOOGLAlphabet Inc-cl A+45% shares · 9.4% · $28.16B
GOOGAlphabet Inc-cl C+658% shares · 3.2% · $9.61B
DALDelta Air Lines Inc+44% shares · 1.8% · $5.37B
LENLennar Corp-a+30% shares · 0.4% · $1.19B
MMacy's Inc+142% shares · 0.1% · $173M
LEN/BLennar Corp - B Shs+25% shares · <0.1% · $26M

Trimmed (3)

KRKroger CO-22% shares · 0.7% · $2.17B
COFCapital One Financial Corp-58% shares · 0.2% · $602M
NUENucor Corp-52% shares · 0.1% · $414M

Exited (1)

STZConstellation Brands Inc-awas <0.1% of book

Warren Buffett's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Warren Buffett's full portfolio →The whole cohort in Q2 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.