Berkshire reshapes bets: Delta returns, Macy’s tiny stake, and Japan gains

Berkshire Hathaway’s Q1 13F shows a smaller, more selective portfolio with Delta Air Lines returning to the mix and Macy’s taking a very small stake, while Buffett’s investment influence remains, as Greg Abel leads portfolio decisions. Delta is valued around $3 billion after a rally, Macy’s stake has risen to about $63 million, and Berkshire has boosted positions in Japan (Mitsubishi and Sumitomo), contributing to a disclosed total of about $46 billion across six holdings.