Core Updates from Berkshire Hathaway
Berkshire Hathaway has appointed Greg Abel as its new CEO, succeeding Warren Buffett. In the first quarter of 2026, Berkshire made significant adjustments to its investment portfolio, as detailed in its latest 13F filing.
Berkshire acquired nearly 40 million shares of Delta Air Lines (NYSE: DAL), representing about 1% of its portfolio, a notable shift given Buffett’s historical skepticism towards airlines. Additionally, the company tripled its stake in Alphabet (NASDAQ: GOOG), which now constitutes just under 7% of its portfolio, surpassing holdings in Chevron and Occidental Petroleum. In contrast, it sold off positions in companies like UnitedHealth Group and Mastercard but retained its stake in Kraft Heinz (NASDAQ: KHC), despite its declining performance.
As of now, Berkshire’s stock has seen a 4% decline this year amidst uncertainties surrounding its strategic direction under new leadership. These recent moves suggest a willingness to consider new investment opportunities and higher stock prices.
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