Berkshire Hathaway tripled its Alphabet stake and initiated a new position in Delta Air Lines last quarter, signaling constructive positioning in both technology and transportation. The filing also suggests Berkshire may have exited the departed Todd Combs' stock picks, indicating a portfolio reshuffle under way. The news is generally positive for the named holdings and reflects continued active capital allocation by Berkshire.
Berkshire Hathaway tripled its Alphabet stake and initiated a new position in Delta Air Lines last quarter, signaling constructive positioning in both technology and transportation. The filing also suggests Berkshire may have exited the departed Todd Combs' stock picks, indicating a portfolio reshuffle under way. The news is generally positive for the named holdings and reflects continued active capital allocation by Berkshire.
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mildly positive
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