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Berkshire's Strategic Pivot: Subscription Models and Tech De-risking
Berkshire Hathaway discloses a new stake in The New York Times, trims Apple and slashes Amazon
What happened
Berkshire Hathaway ($BRK.B) disclosed a new position in The New York Times ($NYT): about 5.07M shares worth about $351.7M as of 2025-12-31.
In the same filing period, Berkshire trimmed Apple ($AAPL) by about 4% (still its largest equity position at about $62B) and sold about 77% of its Amazon ($AMZN) stake.
The disclosure matters because Berkshire’s 13F changes often move sentiment: investors read it as a “quality signal” (what Berkshire is buying) and a “risk signal” (what it’s…
The skinny
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