<div id="readability-page-1"><div id="ArticleBody-InlineImage-108301155"><div><div><p>Warren Buffett speaks with CNBC during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE on May 2, 2026.</p><p>David A. Grogan | CNBC</p></div></div></div><div><p>Billionaire investor Warren Buffett hinted in March that <span id="RegularArticle-QuoteInBody-1">Berkshire Hathaway<span><span id="-WatchlistDropdown"></span></span></span> had made a small addition to its portfolio. A new regulatory filing may have just revealed what he was referring to.</p><p>When asked in March whether Berkshire was still putting money to work, Buffett said the conglomerate had made &#34;one tiny purchase&#34; but was still struggling to find attractive opportunities. </p><p>&#34;Got one tiny purchase, but we aren't finding things that — we weren't finding them before,&#34; Buffett said at the time in an interview with CNBC's Becky Quick.</p><p>A regulatory filing released Friday showed Berkshire initiated a roughly $55 million position in <span id="RegularArticle-QuoteInBody-5">Macy's<span><span id="-WatchlistDropdown"></span></span></span> during the first quarter — a sliver of a portfolio valued at more than $300 billion and a size that would fit Buffett's description of a &#34;tiny&#34; investment.</p><p>By contrast, Berkshire's other newly disclosed position during the quarter was far larger: a roughly $2.6 billion stake in <span id="RegularArticle-QuoteInBody-6">Delta Air Lines<span><span id="-WatchlistDropdown"></span></span></span>, making it an unlikely candidate for the modest purchase Buffett referenced in March.</p><p>Still, investors may not have the full picture. Berkshire's quarterly equity filings only capture U.S.-listed positions that meet reporting requirements, leaving open the possibility that Buffett was referring to an international investment or another holding not reflected in Friday's disclosure.</p><p>Buffett, who stepped down as Berkshire's chief executive at the start of 2026 and handed the role to Greg Abel, said earlier this year that he remains deeply involved in overseeing investments and market activity.</p><p>The 95-year-old said he still comes into the office daily and works alongside colleagues on trading decisions. Buffett described regularly speaking with Berkshire's director of financial assets, Mark Millard, before the opening bell to discuss market developments.</p><p>Millard, whose office Buffett said sits about 20 feet away from his own, executes trades based on those conversations, underscoring Buffett's continued role in portfolio management despite the leadership transition.</p><p>&#34;I won't make any [investments] that Greg thinks are wrong. ... Greg gets the sheet every day,&#34; Buffett said.</p><p>In the first quarter, Berkshire also sold a slew of stocks including Mastercard and Visa in an effort to unwind positions tied to Todd Combs, the longtime investment manager and Geico chief who left for JPMorgan at the end of 2025. Ted Weschler, the other investment manager, continues to oversee about 6% of the holdings.</p></div><div><p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.</p></div></div>

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

<p>The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?</p>

Big funds' 13Fs are out: betting on AI compute and safe havens

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<p>Warren Buffett hinted in March that Berkshire Hathaway made a 'tiny purchase,' later revealed to be a $55 million stake in Macy's, according to a recent filing. This contrasts with a larger $2.6 billion investment in Delta Air Lines. Despite stepping down as CEO, Buffett remains actively involved in investment decisions. Berkshire also sold stocks like Mastercard and Visa in the first quarter.</p>

- Warren Buffett recently indicated that Berkshire Hathaway acquired a $55 million stake in Macy's, which he described as a "tiny purchase."  
- The company also disclosed a larger $2.6 billion investment in Delta Air Lines during the same quarter.  
- Despite stepping down as CEO, Buffett remains active in investment oversight, working closely with colleagues on trading decisions.

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Warren Buffett teased to CNBC a ‘tiny purchase’ in March. Berkshire filing may have revealed it