Berkshire Hathaway ended its 14-quarter streak of being a net seller. Their Q2 13F shows they bought more stocks than they sold for the first time in over three years. The biggest move was a heavy investment in Alphabet. They increased their Class A shares by 45% and Class C shares by 658%. Alphabet is now their fourth-largest holding. Buffett noted in an interview that he personally led this purchase, and the article points out Google's valuation is under 17 times forward earnings. They also bought into the housing sector, starting a new position in D.R. Horton and adding to Lennar. Other buys included a 44% increase in Delta Air Lines, along with small additions to Macy's and The New York Times.