About this episode

The episode discusses Warren Buffett's recent portfolio changes at Berkshire Hathaway, including a significant investment in Delta Air Lines and the overall strategy behind the firm's holdings.

Warren Buffett Biography Flash a weekly Biography. Warren Buffett is back in the headlines because Berkshire Hathaway’s latest 13F filing, as reported by GuruFocus and picked up by TheStreet, shows a major reshaping of the portfolio with 36 holdings and roughly 258.7 billion dollars in value as of March 31, 2025. The biggest verified development is the new Delta Air Lines position. According to TheStreet, Berkshire bought about 39.8 million shares worth roughly 2.65 billion dollars, a move that stands out as one of the largest new positions Berkshire has disclosed in recent years and a sign that the firm is still willing to make a meaningful bet where it sees long term value. GuruFocus reports that Berkshire did not add any completely new stocks in the latest current portfolio summary beyond what is reflected in the filing period, and it also notes a very low turnover rate of 1 percent, which reinforces the image of Buffett as a patient allocator even while the headlines make the portfolio look busier than usual. The same filing discussion has drawn attention because Berkshire’s top holdings remain Apple, American Express, Coca Cola, Bank of America, and Chevron, the familiar…

Topics covered

• Warren Buffett
• Berkshire Hathaway
• Delta Air Lines
• investment strategy
• portfolio management
• stock market

Keywords

• Warren Buffett
• Berkshire Hathaway
• Delta Air Lines
• portfolio
• investing
• stock market
• 13F filing
• investment strategy

Mentioned in this episode

Organizations: Berkshire Hathaway, Delta Air Lines, GuruFocus, TheStreet, Apple, American Express, Coca Cola, Bank of America, Chevron

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