Berkshire Hathaway reveals stakes in Delta, Macy’s as portfolio reshuffled under Warren Buffett’s successor

Nypost · May 15, 2026 · 333 words · By Reuters

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What to know about Berkshire Hathaway reveals stakes in Delta, Macy’s as portfolio reshuffled under Warren Buffett’s successor

Berkshire Hathaway reveals stakes in Delta, Macy’s as portfolio reshuffled under Warren Buffett’s successor Berkshire Hathaway on Friday disclosed a new $2.65 billion investment in Delta Air Lines and a small stake in Macy’s, and said it sold many of its…

Claims checked 13

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center80%

Right20%

5 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Why it matters

The changes were part of a portfolio reshuffling in the first quarter, which followed the promotion of Greg Abel to succeed Warren Buffett as Berkshire’s chief executive.

Common ground

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.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: Berkshire Hathaway reveals stakes in Delta, Macy’s as portfolio reshuffled under Warren Buffett’s successor?
What evidence would most clearly confirm or weaken the claim that Berkshire also more than doubled its stake in the New York Times, and now owns about 9% of that company’s stock?
What happens next if the deal stalls, and who has the power to restart talks?

open_in_new Read the original article: https://nypost.com/2026/05/15/business/berkshire-hathaway-reveals-stakes-in-delt…

fact_checkClaims Checked

eFinder analyzed this article and checked 13 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

info Single Source 3

schedule Pending 3

verified Verified By Reference 2

check_circle Corroborated 2

help Insufficient Evidence 2

cancel Disputed 1

verified

Claim 1: “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 NEUTRAL — 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

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wikipedia NEUTRAL — 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

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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…

+ 3 more evidence sources

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Claim 2: “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 NEUTRAL — 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

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wikipedia NEUTRAL — 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

+ 3 more evidence sources

info

Claim 3: “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/

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web search NEUTRAL — 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/

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web search NEUTRAL — 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…

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Claim 4: “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 NEUTRAL — 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…

+ 3 more evidence sources

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Claim 5: “Its shares rose 3.2% in after-hours trading”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 6: “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 NEUTRAL — 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

travel_explore

web search NEUTRAL — 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

travel_explore

web search NEUTRAL — 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/

help

Claim 7: “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.

schedule

Claim 8: “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

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 9: “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.

info

Claim 10: “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 NEUTRAL — 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

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web search NEUTRAL — 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

travel_explore

web search NEUTRAL — In an intermediate situation: My roommates disagreed and I was caught in between.
https://www.thefreedictionary.com/between

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Claim 11: “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 NEUTRAL — 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.

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+ 3 more evidence sources

verified

Claim 12: “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 NEUTRAL — 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

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wikipedia NEUTRAL — 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

+ 3 more evidence sources

schedule

Claim 13: “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

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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.