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"path": "/837409/berkshire-hathaway-equity-portfolio-q1-2026-oc/",
"publishedAt": "2026-05-20T11:22:49.000Z",
"site": "https://www.usluck.com",
"tags": [
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"textContent": "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 [...]",
"title": "Berkshire Hathaway Equity Portfolio (Q1 2026) [OC]"
}