Berkshire Hathaway's latest 13F filing details its first-quarter 2026 portfolio changes.
These changes are the first under new CEO Greg Abel.
The conglomerate boosted its Alphabet Class A (GOOGL) stake by 204%.
It also initiated a new position in Alphabet Class C (GOOG) shares.
Berkshire completely exited its position in Amazon.
The filing reveals several other new and expanded positions.
Berkshire purchased nearly 40 million shares of Delta Air Lines.
The company added to its stakes in The New York Times Company and Lennar.
Berkshire initiated a new position in Macy's.
The retailer features a relatively low valuation.