Particle.news
Download on the App Store

Berkshire’s Year-End Filing Shows NYT Buy, 77% Amazon Cut in Buffett’s Final Quarter

The SEC disclosure signals a pivot toward predictable cash flow over high‑multiple tech.

Overview

  • Berkshire disclosed a new roughly 5.1 million‑share stake in The New York Times valued at about $352 million, and the stock rose about 3% after hours.
  • The firm sold roughly eight million Amazon shares in Q4, reducing the position by about 77% as of Dec. 31.
  • Holdings in Apple and Bank of America were trimmed again, while stakes in Chevron and Chubb were increased; the Alphabet position was left unchanged.
  • The shifts extend a stretch of net stock selling and coincide with record cash reserves reported above $350 billion.
  • The 13F filing does not specify who led the trades, and Greg Abel became CEO on Jan. 1, 2026 after Warren Buffett’s handover.