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business5h ago

Berkshire Hathaway reveals stakes in Delta, Macy’s as portfolio reshuffled under Warren Buffett’s successor

https://nypost.com/2026/05/15/business/berkshire-hathaway-reveals-stakes-in-delta-macys-under-ceo-greg-abel/https://www.kiplinger.com/investing/stocks/stocks-berkshire-hathaway-bought-sold-q1-2026https://www.cnbc.com/2026/05/15/berkshire-hathaway-returns-to-airlines-with-2point6-billion-stake-in-delta-air-lines.html
Nypost.com and 3 more
Berkshire Hathaway reveals stakes in Delta, Macy’s as portfolio reshuffled under Warren Buffett’s successor Open in Nypost.com
Highlights
  • Berkshire Hathaway returns to the airline sector by taking a $2.6 billion stake in Delta Air Lines, signaling renewed appetite for high-profile bets after the pandemic exit.
  • Berkshire expands its Alphabet exposure as part of Abel's overhaul, signaling a stronger focus on Google’s parent in the portfolio mix.
  • Berkshire reduces several holdings, including Visa and Mastercard, signaling a broader portfolio rethink under Abel.

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References

Here's What Berkshire Hathaway Did in Its First Quarter Without Buffett

https://www.kiplinger.com/investing/stocks/stocks-berkshire-hathaway-bought-sold-q1-2026Kiplinger.com
Here's What Berkshire Hathaway Did in Its First Quarter Without Buffett

Berkshire Hathaway returns to airlines with $2.6 billion stake in Delta Air Lines

https://www.cnbc.com/2026/05/15/berkshire-hathaway-returns-to-airlines-with-2point6-billion-stake-in-delta-air-lines.htmlCnbc.com
Berkshire Hathaway returns to airlines with $2.6 billion stake in Delta Air Lines

Warren Buffett's Successor, Greg Abel, Dumped Amazon and Domino's, and More Than Tripled Berkshire's Stake in a Virtual Monopoly in a Massive Portfolio Overhaul | The Motley Fool

https://www.fool.com/investing/2026/05/15/warren-buffett-greg-abel-dump-amzn-dpz-buy-googl/Fool.com
Warren Buffett's Successor, Greg Abel, Dumped Amazon and Domino's, and More Than Tripled Berkshire's Stake in a Virtual Monopoly in a Massive Portfolio Overhaul | The Motley Fool

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