Berkshire Hathaway is shaking up its portfolio after getting a new CEO.
Berkshire sold many of its smaller stock holdings including in Amazon and UnitedHealth.
Warren Buffett exited U.S. airlines back in 2020, but successor Greg Abel placed a $2.8 billion fresh bet on Delta.
Berkshire Hathaway tripled its Alphabet stake and placed a new bet on Delta Air Lines last quarter. The company appears to have sold all of the departed Todd Combs' stock picks.
The value of Soros Fund Management's equity holdings increased during the first quarter in a down market, as it boosted stakes in Nvidia and Apple.
The Omaha-based company built a position worth more than $2.6 billion, making Delta Berkshire's 14th-largest holding at the end of March.
Berkshire Hathaway lifts Sumitomo and Marubeni stakes above 10%, extending its Japan trading-house push funded by yen bonds.
When Warren Buffett officially retired from day-to-day leadership at Berkshire Hathaway in late 2025, it marked the end of an era.
I flew to Omaha to watch Greg Abel host his first Berkshire Hathaway shareholder meeting. Abel succeeded Warren Buffett as Berkshire's CEO at the start of this year.
Greg Abel is getting decent, if not spectacular, reviews for leading his first annual shareholders meeting as CEO.
I traveled for 18 hours to Omaha, Warren Buffett's hometown, for his annual meeting. I wanted to see what Buffett stepping down as CEO meant for the city, his company, and his legacy.
Markel has improving insurance operations, a sizable equity portfolio, and a low valuation relative to specialty insurance peers.