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Berkshire Hathaway invests $2.65B in Delta Air Lines, buys stakes in Macy's and Alphabet, sells Amazon and Visa shares.

Market News
15 May 2026
New York Post
View Source
Bullish
Berkshire Hathaway invests $2.65B in Delta Air Lines, buys stakes in Macy's and Alphabet, sells Amazon and Visa shares.

Berkshire Hathaway reshuffled its portfolio in Q1, investing $2.65 billion in Delta Air Lines and acquiring a small stake in Macy’s. The company also more than tripled its stake in Alphabet to $16.6 billion and doubled its holding in the New York Times. Meanwhile, Berkshire sold many smaller holdings including Amazon, UnitedHealth Group, Visa, and Mastercard. These moves followed the promotion of Greg Abel to CEO, who now oversees most of Berkshire’s equity portfolio. Delta’s shares rose 3.2% after the announcement, reflecting investor confidence in Berkshire’s endorsement.

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