Subject: Re: Bought Alphabet, NYT, Lennar
Berkshire Added Positions in Delta and Macy’s During Abel’s First Quarter as CEO
The company exited positions in Amazon, Mastercard, Visa and UnitedHealth, among many others

Berkshire Hathaway took new positions in Delta Air Lines and Macy’s during its first quarter with Greg Abel as chief executive.

The company also exited its positions in Amazon.com, Domino’s Pizza, Mastercard, Visa, and UnitedHealth Group, among others, during the March quarter.

The Omaha, Neb., company disclosed its stockholdings in a regulatory filing Friday afternoon.

The exited holdings, all on the smaller side in Berkshire’s stock portfolio, might have been positions managed by former investment manager Todd Combs. The Wall Street Journal reported in April that Abel unloaded the stocks managed by Combs, who decamped for JPMorgan Chase.

https://www.wsj.com/finance/in...