Quick Read – Abel reversed Berkshire’s COVID-era airline exit with a $2.65B DAL position and added 43% more LEN shares into a 14% year-to-date decline. – Berkshire grew GOOGL by 204% and initiated a new GOOG stake, targeting Alphabet’s AI dominance at a rare 15 P/E with 25%…
alyst upside. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn’t make the cut. Grab the names FREE today
Berkshire Hathaway’s Q1 2026 13F filing, dated May 15, 2026, covering positions held as of March 31, 2026, offers the cleanest read yet on how Greg Abel is steering Berkshire’s $300+ billion equity book. The early-summer ritual of dissecting those moves has investors hunting for signals on where the most patient institutional capital sees value. Three names stood out for the size and conviction of the buying. 13F snapshots are point-in-time and may not reflect current holdings, but the message is clear: Berkshire is leaning into beaten-down cyclicals and one mega-cap AI compounder.
Delta Air Lines Delta Air Lines (NYSE:DAL) is the headline grabber. Berkshire exited every airline during COVID, and Abel’s team just reversed course with a brand-new position of 39,809,456 shares worth roughly $2.65 billion. That is a deliberate, high-conviction re-entry.