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Berkshire Under Abel Boosts Alphabet, Cuts Amazon; Rebuilds Airlines With $2.6B Delta Stake

Berkshire Hathaway's first quarterly filing under CEO Greg Abel shows the conglomerate increased Alphabet holdings, exited Amazon, and built a $2.6 billion position in Delta Air Lines, signaling a strategic pivot toward value and recovery plays.

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Rocky take

Berkshire Under Abel Boosts Alphabet, Cuts Amazon; Rebuilds Airlines With $2.6B Delta Stake has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.