Berkshire Hathaway Equity Portfolio (Q1 2026) [OC]

Berkshire’s Q1 2026 13F was more interesting than I expected. The headline move: They cut Chevron by 35%… Then bought $2.65B of Delta. That is a funny contrast because Chevron benefits from higher oil prices, while Delta is exposed to fuel costs. Other notable moves: • Added Delta: $2.65B • Added Macy’s: $55M • Increased Alphabet Class A by 36.4M [...]