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Posted on 05/17/2026 9:32:05 AM PDT by Red Badger
ABEL OVERHAULS PORTFOLIO Notable positions cut, Alphabet more than tripled, Delta is back Berkshire Hathaway’s equity portfolio got one of its biggest renovations ever during Greg Abel’s first three months as the company’s CEO, according to a new SEC filing.
Two new names, Delta Air Lines and Macy’s , have been added to the list, along with increases for four holdings.
Google parent Alphabet got the biggest boost as Berkshire increased the number of shares it owns by 224% in the first quarter.
Given its size, the increase is almost certainly an Abel move that was either endorsed, or possibly even suggested, by Warren Buffett.
(Excerpt) Read more at cnbc.com ...
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Domino’s Pizza and United Healthcare?
Bad pizza and Purple People Beater operation
He needs a better portfolio
> Macy’s
Why? Maybe I’m not smart enough to see it. I’ll stick to dollar cost averaging the S&P 500.
Putting all eggs into one basket and dumping oil stocks.
Amazon is crushing the brick-and-mortar stores like Macy’s.
Yet this portfolio is selling Amazon and buying Macy’s. Perhaps it’s a case of selling the overpriced stuff, and buying the underpriced stuff.
Amazon p/e: 32
Macy’s p/e: 8
It can be complicated stuff. So like you, I’ll be sticking with diversified index funds instead.
You are thinking of good companies that make good products or provide good services. Berkshire looks for entities whose businesses return shareholder value. The two are far from identical.
“He needs a better portfolio”
If you read the chart, they sold 100% of those stocks from their portfolio.
Buy Low.
Sell High.
That’s the ticket!..............
Delta is the only airline that owns a refinery to supply them jet fuel. And they also sell that jet fuel to other carriers. I’m not suprised he added them.
He increased holdings of the NYT by 199%? Doesn’t seem to be a smart move to me.
Dumped Amazon and bought Macy’s? Bought New York Times? I recently dumped Amazon but for better stocks and ETFs. Didn’t own anything else that Berkshire dumped.
Thanks for posting.
Amazon, MC VISA out 100%, NY Times 199% increase.
Lots of moves that perplex in that list.
I remain allergic to the financial sector since 2008 when I was lucky enough to be underinvested in financials but I wonder why the move away by Berkshire Hathaway at this time.
The holdings eliminated in the first quarter include the following:
Visa
Mastercard
UnitedHealth
Domino’s Pizza
Aon
Pool Corp.
Amazon.com
Heico
Liberty Formula One
Charter Communications
Lamar Advertising
Allegion
Diageo
Liberty Latin America Series C
Atlanta Braves Holdings
I’m surprised Berkshire Hathaway even owned Amazon to begin with. Warren Buffett was notoriously averse to landing stocks that have poor dividend yields, and Amazon has paid no dividends to its shareholders.
United Health Care used to be over $600...then their CEO got shot in New York (the “Luigi Mangione” case), and another executive resigned suddenly.
The stock fell to ~$240-$250 or so a share.
Berkshire Hathaway bought in around $300, and the stock is around $400 a year later.
I guess they’re cashing out their 33% gain in one year to help buy Alphabet?
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