Berkshire has revamped its portfolio — here's how the new stocks are trading
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- Delta Air Lines received a $2.6 bn investment from Berkshire Hathaway, which bought 39.8 million shares, making Delta the conglomerate’s 14th‑largest holding as of March end.
- Macy's saw Berkshire Hathaway take a $55 m stake, prompting a roughly 4 % pre‑market price jump after the filing.
- Alphabet rose to Berkshire’s seventh‑largest holding after the conglomerate increased its stake in the Google parent.
- Chevron had its stake trimmed by Berkshire Hathaway as part of a broader sell‑off that also included Mastercard, Visa, Amazon, UnitedHealth Group, Aon, Pool Corp, Domino’s Pizza and Charter Communications.
- Greg Abel continues daily consultations with Warren Buffett on investment decisions, underscoring the veteran’s ongoing influence despite the leadership transition.
Why it matters: Investors in Delta and Macy’s see immediate price bumps, while energy‑focused funds feel pressure from Berkshire’s Chevron cut; the larger Alphabet stake underscores confidence in tech growth amid a tight US energy market and buoyant financial sector earnings.
