The New Guard at Berkshire Hathaway: Mystery and Continuity in the Portfolio Update Berkshire Hathaway's recent 13F filing has left investors with more questions than answers about the new direction of Warren Buffett's successor, Greg Abel.
A substantial reduction in stocks was expected, but the introduction of Delta Air Lines and Macy's, along with the mystery surrounding their inclusion, has sparked a flurry of analysis and speculation.
The reintroduction of Delta to the portfolio after a six year absence is particularly intriguing, given Warren Buffett's past struggles with airline stocks.