---
title: "Berkshire Hathaway streamlines portfolio, signals value with buyback"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286886052.md"
description: "Berkshire Hathaway has restructured its portfolio, exiting over 15 positions while increasing investments in tech and media, and reentering airlines with a $2.65B stake in Delta. The company repurchased $234M in stock, its first buyback since 2024, indicating confidence in its undervalued shares. With $390B in cash, Berkshire is poised for selective acquisitions amid high market valuations."
datetime: "2026-05-19T09:25:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286886052.md)
  - [en](https://longbridge.com/en/news/286886052.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286886052.md)
---

# Berkshire Hathaway streamlines portfolio, signals value with buyback

Major portfolio shake-up: Berkshire exited over 15 positions, added to tech and media holdings, and reentered airlines with a $2.65B Delta stake. Buyback signals confidence: Management repurchased $234M in stock, its first buyback since 2024, suggesting shares are trading below intrinsic value. Cash-rich and selective: With $390B in cash, Berkshire is holding out for acquisitions at reasonable prices amid high market valuations.

### Related Stocks

- [BRK.A.US](https://longbridge.com/en/quote/BRK.A.US.md)
- [BRK.B.US](https://longbridge.com/en/quote/BRK.B.US.md)
- [DAL.US](https://longbridge.com/en/quote/DAL.US.md)

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