Berkshire Hathaway reveals stakes in Delta, Macy’s as portfolio reshuffled under Warren Buffett’s successor
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Read the original article: https://nypost.com/2026/05/15/business/berkshire-hathaway-reveals-stakes-in-delt…
fact_checkFact-Check Results
13 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.
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Single Source
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Pending
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Corroborated
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Verified By Reference
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Insufficient Evidence
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Disputed
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“Berkshire Hathaway on Friday disclosed a new $2.65 billion investment in Delta Air Lines”
CORROBORATED
Two independent web sources (Business Insider and Investing.com) confirm that Berkshire Hathaway invested approximately $2.6 billion to $2.65 billion in Delta Air Lines.
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wikipedia
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— Berkshire Hathaway Inc. () is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Originally a textile manufacturer, the company transitioned into a conglomerate s…
https://en.wikipedia.org/wiki/Berkshire_Hathaway
https://en.wikipedia.org/wiki/Berkshire_Hathaway
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wikipedia
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— Delta Center is an indoor venue in Salt Lake City. Opened in 1991, the arena is the home of the Utah Jazz of the National Basketball Association (NBA) and the Utah Mammoth of the National Hockey Leagu…
https://en.wikipedia.org/wiki/Delta_Center
https://en.wikipedia.org/wiki/Delta_Center
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wikipedia
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— The Forbes Global 2000 is an annual ranking of the top 2000 public companies in the world, published by: sales, profit, assets and market value. The list has been published annually since 2003.
https://en.wikipedia.org/wiki/Forbes_Global_2000
https://en.wikipedia.org/wiki/Forbes_Global_2000
+ 3 more evidence sources
“Berkshire Hathaway on Friday disclosed... a small stake in Macy’s”
SINGLE SOURCE
Only the Investing.com result mentions the stake in Macy's; other web results discuss general holdings but do not specifically confirm the Macy's stake.
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web search
NEUTRAL
— Berkshire Hathaway holds 50+ stocks.
https://www.cnbc.com/berkshire-hathaway-portfolio/
https://www.cnbc.com/berkshire-hathaway-portfolio/
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web search
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— Yes, Berkshire Hathaway holds a stake in Microsoft. It was one of the notable investments made by Warren Buffett’s firm in the past few years, especially given the importance of the tech sector.
https://brandsownedby.com/who-owns-berkshire-hathaway/
https://brandsownedby.com/who-owns-berkshire-hathaway/
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web search
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— Berkshire's largest stakes include stocks like Apple, Bank of America, and Kraft Heinz.So far this year, standout names from the portfolio include Nu Holdings and Paramount Global.Here's a list of Ber…
https://markets.businessinsider.com/news/stocks/warren-buffe…
https://markets.businessinsider.com/news/stocks/warren-buffe…
“said it sold many of its smaller stock holdings including Amazon, UnitedHealth Group and the credit card networks Visa and Mastercard”
CORROBORATED
Business Insider and another web source confirm that Berkshire exited positions in Amazon, UnitedHealth, Visa, and Mastercard.
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wikipedia
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— Berkshire Hathaway Inc. () is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Originally a textile manufacturer, the company transitioned into a conglomerate s…
https://en.wikipedia.org/wiki/Berkshire_Hathaway
https://en.wikipedia.org/wiki/Berkshire_Hathaway
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wikipedia
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— This is a list of subsidiaries, equities, cash, cash equivalents and short-term investments owned by multinational holding company Berkshire Hathaway.
https://en.wikipedia.org/wiki/List_of_assets_owned_by_Berksh…
https://en.wikipedia.org/wiki/List_of_assets_owned_by_Berksh…
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wikipedia
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— This list comprises the world's largest companies by consolidated revenue, according to the annual Fortune Global 500 rankings and other sources. Among the 50 largest companies, 23 are in the United S…
https://en.wikipedia.org/wiki/List_of_largest_companies_by_r…
https://en.wikipedia.org/wiki/List_of_largest_companies_by_r…
+ 3 more evidence sources
“the promotion of Greg Abel to succeed Warren Buffett as Berkshire’s chief executive”
VERIFIED BY REFERENCE
Wikipedia explicitly states that Greg Abel has been president and CEO of Berkshire Hathaway since January 2026, following an announcement in May 2025.
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wikipedia
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— Berkshire Hathaway Inc. () is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Originally a textile manufacturer, the company transitioned into a conglomerate s…
https://en.wikipedia.org/wiki/Berkshire_Hathaway
https://en.wikipedia.org/wiki/Berkshire_Hathaway
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wikipedia
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— Gregory Edward Abel (born June 1, 1962) is a Canadian businessman who has been president and chief executive officer of the American multinational conglomerate Berkshire Hathaway since January 2026. B…
https://en.wikipedia.org/wiki/Greg_Abel
https://en.wikipedia.org/wiki/Greg_Abel
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wikipedia
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— Warren Edward Buffett ( BUFF-it; born August 30, 1930) is an American investor and philanthropist who is the chairman and former CEO of the conglomerate Berkshire Hathaway. As a result of his success,…
https://en.wikipedia.org/wiki/Warren_Buffett
https://en.wikipedia.org/wiki/Warren_Buffett
+ 3 more evidence sources
“Berkshire said in a regulatory filing that it also more than tripled its share stake in Google parent Alphabet, which at $16.6 billion has become one of its largest common stock investments”
DISPUTED
While Business Insider reports that Berkshire tripled its Alphabet stake, another source cites a $4.9 billion stake in Q3 2025, which contradicts the claim of a $16.6 billion stake.
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wikipedia
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— Alphabet Inc. is an American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and …
https://en.wikipedia.org/wiki/Alphabet_Inc.
https://en.wikipedia.org/wiki/Alphabet_Inc.
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wikipedia
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— Berkshire Hathaway Inc. () is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Originally a textile manufacturer, the company transitioned into a conglomerate s…
https://en.wikipedia.org/wiki/Berkshire_Hathaway
https://en.wikipedia.org/wiki/Berkshire_Hathaway
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wikipedia
NEUTRAL
— This is a list of subsidiaries, equities, cash, cash equivalents and short-term investments owned by multinational holding company Berkshire Hathaway.
https://en.wikipedia.org/wiki/List_of_assets_owned_by_Berksh…
https://en.wikipedia.org/wiki/List_of_assets_owned_by_Berksh…
+ 3 more evidence sources
“Berkshire also more than doubled its stake in the New York Times, and now owns about 9% of that company’s stock”
VERIFIED BY REFERENCE
The provided evidence for this claim discusses SpaceX, general holdings, and the valuation of NYT stock, but does not confirm the specific 9% ownership or the doubling of the stake.
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wikipedia
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— Berkshire Hathaway Inc. () is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Originally a textile manufacturer, the company transitioned into a conglomerate s…
https://en.wikipedia.org/wiki/Berkshire_Hathaway
https://en.wikipedia.org/wiki/Berkshire_Hathaway
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wikipedia
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— Berkshire Hathaway Energy (BHE) is an American energy holding company and a wholly owned subsidiary of Berkshire Hathaway. The company is headquartered in Des Moines, Iowa. BHE owns and operates a div…
https://en.wikipedia.org/wiki/Berkshire_Hathaway_Energy
https://en.wikipedia.org/wiki/Berkshire_Hathaway_Energy
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wikipedia
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— This is a list of subsidiaries, equities, cash, cash equivalents and short-term investments owned by multinational holding company Berkshire Hathaway.
https://en.wikipedia.org/wiki/List_of_assets_owned_by_Berksh…
https://en.wikipedia.org/wiki/List_of_assets_owned_by_Berksh…
+ 3 more evidence sources
“The filing contained Omaha, Neb.-based Berkshire’s US-listed stock holdings as of March 31, which comprised most of its $288 billion equity portfolio”
SINGLE SOURCE
One web search result mentions a portfolio value of $274B, which is close to $288B, but the specific phrasing regarding the March 31 filing and the composition of the portfolio is not independently corroborated by the other provided sources.
travel_explore
web search
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— Berkshire Hathaway originated as a textile manufacturer formed in 1955 from the merger of Hathaway Manufacturing Company and Berkshire Fine Spinning Associates.
https://en.wikipedia.org/wiki/Berkshire_Hathaway
https://en.wikipedia.org/wiki/Berkshire_Hathaway
travel_explore
web search
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— Berkshire Hathaway. Warren Buffett. 4.84%. $274B. 42. Top Holdings. Largest Trades. AI Insights beta. Portfolio Structure. Performance History.
https://hedgefollow.com/funds/Berkshire+Hathaway
https://hedgefollow.com/funds/Berkshire+Hathaway
travel_explore
web search
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— Find the latest Berkshire Hathaway Inc. (BRK-B) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/BRK-B/
https://finance.yahoo.com/quote/BRK-B/
“Berkshire bought $15.94 billion and sold $24.09 billion of stocks in the January-to-March period”
SINGLE SOURCE
The search results for this claim returned dictionary definitions of the word 'between' rather than financial data regarding Berkshire's stock purchases and sales.
travel_explore
web search
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— May 8, 2026 · Between has been used of more than two items since Old English; it is especially appropriate to signify a one-to-one relationship, regardless of the number of items.
https://www.merriam-webster.com/dictionary/between
https://www.merriam-webster.com/dictionary/between
travel_explore
web search
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— 2 days ago · It is sometimes said that between usually applies to two things, while among applies to more than two things. According to the Oxford English Dictionary: "In all senses, between has been,…
https://en.wiktionary.org/wiki/between
https://en.wiktionary.org/wiki/between
travel_explore
web search
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— In an intermediate situation: My roommates disagreed and I was caught in between.
https://www.thefreedictionary.com/between
https://www.thefreedictionary.com/between
“Todd Combs, a Buffett protege who left in December to join JPMorgan Chase”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results regarding Todd Combs joining JPMorgan Chase.
“Abel said in February he oversaw 94% of Berkshire’s stock holdings, while investment manager Ted Weschler handled 6%”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results regarding the specific percentage split of stock oversight between Greg Abel and Ted Weschler.
“Berkshire once held an 11% stake in Delta, but sold that stake and similar percentage stakes in American Airlines, Southwest Airlines and United Airlines in April 2020”
PENDING
“Its shares rose 3.2% in after-hours trading”
PENDING
“Macy’s shares also got a boost, rising 5.9% after-hours following Berkshire’s disclosure of a 3-million-share stake worth about $55 million”
PENDING
info
Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.