Buffett Swore Off Airlines. His Successor Just Bought $2.65B of $DAL #shorts
Berkshire's first 13F-HR without Warren Buffett just dropped — and the single largest new position is $2.65B of Delta Air Lines, the exact sector Buffett swore off in 2020. - FILING: Form 13F-HR, filed 2026-05-15 (period 2026-03-31) - NEW position: DELTA AIR LINES INC — 39,809,456 shares, value ~$2.65B - Absent from the prior (2025-12-31) 13F → genuinely new - Greg Abel's first quarterly filing as Berkshire CEO The man who called airlines a mistake in 2020 — his successor just bought one. What does a value-screen entry (single-digit forward multiple) say about how the new Berkshire decides? Watch the next 13F (~mid-August 2026): if Abel trims or exits Delta after its run, it was opportunistic, not conviction. ⚠️ AI-assisted analysis, not investment advice. Verify everything yourself. Source: SEC EDGAR 13F-HR · accession 0001193125-26-226661 #shorts #Berkshire #Buffett #Delta #DAL #13F #SmartMoney
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