Berkshire Hathaway's Q1 2026 13F filing reveals significant new investments in Delta Air Lines, Lennar, and Alphabet, signaling confidence in these beaten-down sectors and AI growth. Berkshire re-entered Delta with a $2.65 billion stake amid strong earnings and revenue growth, despite fuel cost risks. It increased Lennar holdings by 43%, buying into a housing market rebound despite recent soft results and high mortgage rates. The largest bet was on Alphabet, with a 204% increase in Class A shares and new Class C shares, reflecting strong AI-driven revenue and profit growth. These moves suggest Berkshire is buying undervalued earnings power, with the next 13F filing expected to clarify if these are initial or larger commitments.
Delta Air Lines CEO Ed Bastian explained that airline ticket prices will only decrease when the supply of flights increases, not solely due to falling fuel prices. He highlighted that current air traffic control congestion limits the number of flight...
Delta Air Lines CEO Ed Bastian explained that airline ticket prices increased mainly because of soaring fuel costs linked to the Iran conflict and limited flight supply caused by congested air traffic control. Despite these higher costs, travel deman...
VictoryShares recently rebalanced three of its free cash flow (FCF) ETFs—VFLO, GFLW, and IFLO—shifting their portfolio focuses. VFLO increased holdings in energy giants like Exxon Mobil and Devon Energy while exiting tech and industrial stocks like D...
Berkshire Hathaway disclosed a new 3.04 million-share stake in Macy's worth $55 million in Q1 2026, marking CEO Greg Abel's first major portfolio move. Unlike many investors chasing AI stocks, Abel chose Macy's for its steady cash flow, solid earning...
Berkshire Hathaway, led by CEO Greg Abel, acquired nearly 40 million shares of Delta Air Lines worth about $2.65 billion, marking a significant shift from Warren Buffett's 2020 airline exit. Delta's strong financials, including record free cash flow ...
