
Buffett’s Quiet Macy’s Bet Emerges in Berkshire’s Q1 Filing
Berkshire Hathaway disclosed a roughly $55 million stake in Macy’s in the first quarter—a “tiny purchase” Warren Buffett suggested in March—though the filing covers only U.S.-listed holdings. The quarter also included a much larger $2.6 billion stake in Delta Air Lines, and Berkshire may have non-listed or international positions not shown in the filing. Buffett, who stepped down as CEO in 2026, remains actively involved in investment decisions, coordinating with Mark Millard as Greg Abel leads daily operations. The firm also sold Mastercard and Visa as it unwinds Todd Combs’ holdings.



