Berkshire Hathaway Trims Apple Stake, Invests in The New York Times

Why this matters: These investment decisions reflect Berkshire Hathaway's strategic adjustments in response to market dynamics and leadership transition. The move into the New York Times suggests a renewed, or continued, confidence in established brands with strong digital presences.

Berkshire Hathaway's decision to trim its Apple stake, while maintaining it as the largest equity holding, suggests a balancing act between capitalizing on a lucrative investment and diversifying its portfolio. Apple's stock performance, while positive in 2025, underperformed the S&P 500, possibly influencing this decision. The investment in The New York Times, six years after selling off its newspapers, signals a recognition of the publication's successful transition into a thriving digital business, boasting over 12 million digital subscribers and popular platforms like Wordle and The Athletic.

This strategic shift underscores the evolving media landscape and the potential for established brands to thrive through digital innovation. Furthermore, Berkshire's increased investment in Chevron (CVX&ref=yanuki.com) aligns with Buffett's bullish stance on the oil business, capitalizing on Chevron's significant operations in Venezuela.

While Apple remains Berkshire's largest holding, the reduction may reflect portfolio diversification and Apple's relative underperformance compared to the S&P 500.

It signals confidence in the Times' successful digital transformation and its ability to generate revenue through digital subscriptions and platforms.

Greg Abel is the new CEO of Berkshire Hathaway, succeeding Warren Buffett in January 2026.

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