Berkshire Bets on Delta with a $2.6B Re-entry into Airlines
Berkshire Hathaway disclosed a roughly $2.6 billion stake in Delta Air Lines, marking its return to the airline sector after exiting in 2020 and placing Delta as Berkshire’s 14th-largest holding as of March. The report also notes broader portfolio moves, including trimming Chevron, boosting Alphabet, initiating a small Macy’s position, and unwinding Todd Combs–driven bets amid a cash-rich environment.
