Berkshire Hathaway reveals stakes in Delta, Macy’s
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Berkshire Hathaway’s Q1 2026 13F: portfolio shrank to $263B, bigger Alphabet stake, Chevron cut, and exits from AMZN/DPZ/UNH—read more.
The conglomerate's first portfolio disclosure under its new CEO hints at a willingness to lean further into technology.
Berkshire Hathaway on Friday disclosed a new $2.65 billion investment in Delta Air Lines and a small stake in Macy's, and said it sold many of its smaller stock holdings including in Amazon.com and UnitedHealth Group.
Berkshire Hathaway's equity portfolio got one of its biggest renovations ever during Greg Abel's first three months as the company's CEO.
Berkshire Hathaway added stakes in Delta and Macy's during Greg Abel's first quarter as CEO of the conglomerate, while eliminating holdings in Amazon and other major companies.
Berkshire Hathaway’s Q1 13F reveals major portfolio shifts as Greg Abel takes control of capital allocation with new bets, exits, and a more concentrated strategy
The value of Soros Fund Management’s equity holdings increased during the first quarter in a down market, as it boosted stakes in Nvidia and Apple.
American Express is a cornerstone of Berkshire's portfolio, representing about 15% of its total equity holdings. Alphabet's cloud computing business is growing rapidly and driving significant expansion in operating income. One of the two stocks is a clear ...