Berkshire Hathaway streamlines portfolio, signals value with buyback

MSN
2026.05.19 09:25
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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.