Berkshire Revamps Its Portfolio, Signaling Greg Abel’s Major Shift from Buffett-Era Holdings

Berkshire Hathaway disclosed its first major portfolio moves under CEO Greg Abel, marking an early shift in strategy.

The firm built a multibillion-dollar stake in Delta Air Lines, increased Alphabet holdings by 224%, and initiated a position in Macy’s.

Berkshire also cut Chevron by 35% and fully exited Amazon, signaling a move away from several earlier Buffett- and Combs-era bets.

The changes suggest a tilt toward airlines, AI-linked tech, and selected consumer names in Berkshire’s evolving portfolio.