Berkshire invests in Delta, sheds several stocks including Amazon, UnitedHealth

MasterCard

15/05/2026 21:46

May 15 (Reuters) - Berkshire Hathaway BRKa.N on Friday disclosed a new $2.65 billion investment in Delta Air Lines DAL.N and a small stake in Macy's M.N, and said it sold many of its smaller stock holdings including in Amazon.com AMZN.O and UnitedHealth Group UNH.N.

The changes are part of a portfolio reshuffling that followed the recent departure of an investment manager who helped Berkshire Chairman Warren Buffett invest the conglomerate's cash.

According to a regulatory filing, Berkshire also exited multibillion-dollar stakes in the card networks Visa V.N and Mastercard MA.N in the first quarter, as well as a sizable stake in insurance brokerage Aon AON.N.

The quarter was the first since Greg Abel succeeded Buffett as Berkshire's chief executive, and the first full quarter since Buffett protege Todd Combs left to join JPMorgan Chase JPM.N and lead a new investment initiative.

 (Reporting by Jonathan Stempel in New York; Editing by Bill Berkrot)

 ((jon.stempel@thomsonreuters.com ; +1 646 223 6317; Reuters Messaging: jon.stempel.thomsonreuters.com@reuters.net /))