Berkshire Hathaway Sells Major Holdings, Invests $3.67 Billion in Two Companies
- Berkshire Hathaway’s new filings show a reduction from 42 to 29 holdings worth $263.1 billion as of March 31, 2026.
- The firm invested $3.67 billion in Google and Delta Air Lines shares.
- Berkshire held approximately $11.87 billion in Alphabet and $2.6 billion in Delta Air Lines at the end of Q1.
- The company exited positions in Amazon, Visa, Mastercard, and UnitedHealth during the same quarter.
This significant shift reflects Berkshire’s strategy to consolidate its portfolio while increasing exposure to major tech firms like Google and airlines such as Delta. The divestment from well-known companies indicates a potential pivot towards sectors that may offer better growth prospects or align with Buffett’s investment philosophy.
Overall, Berkshire Hathaway’s strategic moves highlight its focus on high-value assets while shedding less favorable ones, demonstrating a calculated approach to investment management with nearly $3.67 billion allocated to two key positions. (Source)
