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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rnam ✧🐝  😊 😞
Number: of 20397 
Subject: Delta a Weschler pick?
Date: 05/18/26 6:07 AM
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Andrew Bary on 13-F:

The bulk of the Berkshire holdings of under $5 billion likely are Weschler investments. They include Davita ($4 billion) and Sirius XM Holdings ($3 billion), both of which he owns personally. Other possible Weschler investments are Kroger ($3.6 billion) and Capital One ($1.3 billion).

Berkshire’s new investment in Delta likely was a Weschler investment. The size of it exactly matches the increased authority of about $3 billion that he got this year as his responsibility went to 6% of the portfolio from 5%, based on Abel’s comments in his annual letter around March 1. Weschler has a value bent, and Delta is the industry leader valued at around 10 times earnings.

https://stocks.apple.com/AmL07CtxdTuG1_IHbXJBDmw
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