Berkshire Hathaway Takes New Stake in Macy's

Key Facts

In a move reflecting a continued search for value within the U.S. retail landscape, Berkshire Hathaway's latest 13F filing revealed a new equity stake in Macy's. This position was established during the first quarter of 2026, as disclosed in the mandatory quarterly reporting of institutional holdings to the SEC.

This investment comes as department stores face intense competition from e-commerce, yet Macy's has maintained resilient margins compared to peers like Kohl's, which reported a 4.4% drop in comparable store sales in its most recent fiscal update (per Reuters data). Analysts suggest Buffett's entry may be driven by the stock's attractive valuation and stable cash flows, consistent with Berkshire's value-oriented strategy.

At the close of June 9, 2026, M shares stood at $22.18, having traded between a low of $21.64 and a high of $22.66 during the session according to market data. Investors are now watching for further details on the position size and upcoming U.S. retail sales data to gauge consumer strength and its impact on the stock's near-term trajectory.