Berkshire Hathaway Class A

BRK.A

Market cap $1.04T

Macy's receives a buy rating, supported by Berkshire Hathaway's new 1% stake and an improved earnings outlook. M delivered solid Q4 results, with comp store sales up 1.8% and a strong performance at Bloomingdale's, despite a 2% revenue decline. Guidance for FY 2026 remains prudent amid macro uncertainty, but free cash flow yield exceeds 15% and valuation remains attractive at 12x P/E.

Berkshire Hathaway's equity portfolio got one of its biggest renovations ever during Greg Abel's first three months as the company's CEO.

The post-Warren Buffett era at Berkshire Hathaway (NYSE: BRK) is beginning to take shape after the company disclosed its first quarterly portfolio update under new Chief Executive Greg Abel.

Berkshire Hathaway is shaking up its portfolio after getting a new CEO.

Berkshire sold many of its smaller stock holdings including in Amazon and UnitedHealth.

Berkshire Hathaway boosted its stake in Alphabet to nearly 58 million shares on March 31 from almost 18 million shares at year-end.

Warren Buffett exited U.S. airlines back in 2020, but successor Greg Abel placed a $2.8 billion fresh bet on Delta.

Berkshire Hathaway tripled its Alphabet stake and placed a new bet on Delta Air Lines last quarter. The company appears to have sold all of the departed Todd Combs' stock picks.

The value of Soros Fund Management's equity holdings increased during the first quarter in a down market, as it boosted stakes in Nvidia and Apple.

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 ​smaller stock holdings including in ​Amazon.com and UnitedHealth Group.