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 reducing).

Why the market cares

Signal effect: Berkshire initiating a media name again can re-rate “durable subscription” businesses, especially those viewed as digital survivors.

Rotation/read-through: Trimmi ...