Berkshire Hathaway invested another $1.6 billion into Delta Airlines, highlighting its strong operations and growth in a challenging year for the airline industry.
Source Post
The Smart Money Just Doubled Down
Aug 25, 2026
This video analyzes the latest 13F filings from top investors, focusing on Bill Ackman's recent trades. Ackman has initiated new positions in companies like Netflix, Visa, Mastercard, Alcon Labs, Intercontinental Exchange, and S&P Global, viewing them as established businesses with recurring demand and potential AI-era toll roads. He also increased his stakes in Meta, Microsoft, and Uber while selling his Google position to fund other AI stocks, emphasizing a search for value and a reasonable price even in growth sectors. The creator highlights Ackman's strategy of seeking conviction buys at attractive valuations, avoiding overpaying even for promising companies.
Linked Mentions
Tickers discussed in this post
Berkshire Hathaway added over $4 billion to its stake in LAR Corp, another homebuilder, positioning it as a Buffett-style investment to address the housing deficit.
Berkshire Hathaway owns NVR, a homebuilder, which is presented as a Buffett-style option to invest in the housing deficit.
Berkshire Hathaway's largest move was adding $17 billion to Alphabet, a position initiated by Warren Buffett himself.
SoftBank owns around 90% of ARM Holdings, a competitor to Nvidia and Intel, representing a significant bet that could increase in value if ARM grows.
Masayoshi Son completely exited his position in 21 Capital.
Masayoshi Son opened a small new position in Capital One.
Symbotic is Masayoshi Son's second-largest US position and is part of his significant investments in the AI space.
Masayoshi Son held a $1.6 billion position in T-Mobile.
Masayoshi Son has invested $12 billion, representing 66% of his US portfolio, into Intel, making it his largest US bet.
