
Berkshire Hathaway increased its holdings in four key companies: New York Times, Chevron, Chubb, and Domino’s Pizza, reflecting confidence across media, energy, insurance, and consumer sectors. The New York Times investment marks a return to media, driven by strong digital subscription growth and cash flow. Chevron’s stake grew amid record production and cash flow, with ongoing dividend increases. Berkshire also expanded its position in Chubb, attracted by strong underwriting and earnings growth, and bought more Domino’s shares during a price dip, betting on its improving sales and cash flow. These moves highlight Berkshire’s focus on durable businesses with growth potential despite market highs.