Source Post

Warren Buffett's Company Buys an Airline... Again

May 31, 2026

Berkshire Hathaway, under new leadership, has made a significant investment in Delta Air Lines, marking a return to the airline sector after a previous unsuccessful foray. This investment is seen as a contrarian bet, with the author highlighting Delta's strong year-to-date performance compared to its peers and the current industry downturn.

Linked Mentions

Tickers discussed in this post

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as a comparison point for Alphabet's market capitalization.

KONeutralHigh ConvictionSignal-backedSecondary

Coca-Cola is a top holding in Berkshire Hathaway's portfolio.

AXPNeutralHigh ConvictionSignal-backedSecondary

American Express is a top holding in Berkshire Hathaway's portfolio.

AAPLNeutralHigh ConvictionSignal-backedSecondary

Apple remains the largest holding in Berkshire Hathaway's portfolio, representing about 20% of the total.

BACNeutralMedium ConvictionSignal-backedSecondary

Bank of America's position was trimmed by Berkshire Hathaway, though it remains a top holding.

XOMNeutralMedium ConvictionSignal-backedSecondary

Chevron's position was trimmed by Berkshire Hathaway.

RACEBearishHigh ConvictionSignal-backedSecondary

Formula One was among the large positions exited by Berkshire Hathaway.

HICOBearishHigh ConvictionSignal-backedSecondary

Heico was among the large positions exited by Berkshire Hathaway.

AMZNBearishHigh ConvictionSignal-backedSecondary

Amazon was among the large positions exited by Berkshire Hathaway.

AONBearishHigh ConvictionSignal-backedSecondary

Aon was among the large positions exited by Berkshire Hathaway.

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Tracked calls opened from this post

AMZN
sell opened May 31, 2026
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V
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-16.24%
MA
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-19.30%
UNH
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-2.39%
RACE
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-24.21%
DPZ
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-10.14%
AON
sell opened May 31, 2026
-1.73%