今天Berkshire Hathaway 的持仓股票很有意思

来源: 加州阳光123 于 2026-05-15 19:43:00 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (98158 bytes)

从42只股票减到29只股票，据说减持的股票是Todd Combs 挑选的，Todd Combs 是谁？他曾经是巴菲特的两名左右手之一，去年12月份离职去了摩根大通，今年1月1日Greg Abel 接任巴菲特。今年第一季度Greg 把 Todd 挑选的股票全部去除了 ：）

https://www.benzinga.com/trading-ideas/long-ideas/26/05/52618148/buffett-steps-aside-abels-first-berkshire-13f-buys-delta-air-lines-exits-visa-and-mastercard

New Positions

Berkshire Hathaway unveiled several new positions in the first quarter, which ended March 31, 2026. Here's a look at the changes to the portfolio compared to the fourth quarter.  

Delta Air Lines (NYSE:DAL): Add 39,809,456 shares

Macy's Inc (NYSE:M): Add 3,038,355 shares

Alphabet Class C (NASDAQ:GOOG): Add 3,585,215 shares

Exited Positions

Abel made many notable exits in the quarter, taking the company's number of stock positions from 42 to 29. Here are the stocks that were exited completely in the first quarter:

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