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Berkshire Hathaway (NYSE: BRK.A) revealed fresh investments in Delta Air Lines (NYSE: DAL) and Macy’s (NYSE: M) during the first quarter of 2026, marking one of the first major portfolio shifts under new CEO Greg Abel. The changes were disclosed in a regulatory filing released Friday afternoon and immediately boosted investor sentiment, sending Delta shares up 3% and Macy’s stock higher by 5% in after-hours trading.
According to the filing, the Omaha-based conglomerate purchased nearly 40 million shares of Delta Air Lines and approximately 4 million shares of Macy’s. The new investments highlight Berkshire Hathaway’s continued focus on selectively adding value-oriented and consumer-facing companies to its equity portfolio.
At the same time, Berkshire exited several smaller positions during the March quarter, including holdings in Aon PLC, Amazon.com, Domino’s Pizza, Mastercard, Visa, and UnitedHealth Group. Market observers believe some of those investments may have previously been overseen by former Berkshire investment manager Todd Combs, who departed for JPMorgan Chase in April.
UnitedHealth Group shares declined 2.4% in after-hours trading following the disclosure, while most of the other companies affected by Berkshire’s portfolio exit saw limited market reaction.
Greg Abel, who officially succeeded legendary investor Warren Buffett as Berkshire Hathaway CEO in January, reaffirmed the company’s long-term investment strategy focused on concentrated, high-quality holdings. Abel identified Apple, American Express, Coca-Cola, and Moody’s as Berkshire’s core investments and emphasized the company’s commitment to maintaining significant stakes in major businesses with strong fundamentals.
Berkshire Hathaway also retained sizable positions in Bank of America, Chevron, and Occidental Petroleum, reinforcing its confidence in the financial and energy sectors. Investors continue to closely monitor Berkshire’s portfolio moves as Abel begins shaping the conglomerate’s post-Buffett investment era.
