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Berkshire Hathaway adds Delta Air Lines and Macy's to portfolio amid leadership changes.

Market News
23 May 2026
CNBC
View Source
Bullish
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Berkshire Hathaway's recent portfolio update revealed a significant reduction in stock holdings and the surprising addition of Delta Air Lines and Macy's. New CEO Greg Abel, who now oversees investments, appears to be driving these changes, with Warren Buffett still involved but less hands-on. Delta's return marks a shift given Buffett's past skepticism about airlines, while Macy's represents a small but notable investment possibly made by Buffett himself. Berkshire also continues to increase stakes in Japanese trading houses, signaling ongoing international investment focus.

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