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BRK-ABullishCorporate Developmentsnews

High materiality7/10

Buffett Still Drives Berkshire's Stock Calls; Alphabet Stake Up, Buybacks Grow

Aug 22, 2026, 12:01 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Share buybacks and larger Alphabet exposure support intrinsic value; near-term price catalysts include portfolio reweighting and potential reaction to TMHC deployment.

AI summary

What happened, with direct paths to the underlying reporting

Buffett appears to still call Berkshire's stock decisions, with Alphabet increasing its stake and rising into BRK's top holdings. Q2 activity included a $4.5B share buyback and a $6.8B Taylor Morrison acquisition, while a HomeServices/NAR settlement preserves Berkshire's exposure but reduces risk. Portfolio shifts and capital allocation remain the primary near-term catalysts.

Alphabet stake grows; Q2 adds $17B, BRK’s third-largest holding.
Berkshire repurchased $4.5B of stock in Q2 2026.
Alphabet became BRK's third-largest holding, overtaking Coca-Cola; lead narrowed.
8th Circuit upholds HomeServices-NAR settlement; Berkshire exposure remains.
Taylor Morrison Home acquisition, $6.8B, closed after Q2.

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