Berkshire Hathaway on Friday disclosed a new $2.65 billion investment in Delta Air Lines and a small stake in Macy’s, and said it sold many of its smaller stock holdings including Amazon, UnitedHealth Group and the credit card networks Visa and Mastercard.

CEO Greg Abel, with Warren Buffett as his chairman, boosted Berkshire's Alphabet stake to $17 billion, invested in Delta, and exited a raft of stocks.

The company’s smaller holdings probably were affected.

For long-horizon investors, the structural design is what makes Berkshire a multi-decade compounder worth keeping an eye on.

CNBC's Leslie Picker joins 'Closing Bell Overtime' with a news update on Berkshire Hathaway holdings.

New CEO Greg Abel recently completed Berkshire's first buybacks in years.

Berkshire Hathaway’s new CEO Greg Abel opened the first annual meeting without Warren Buffett on stage Saturday. Abel was promoted to CEO in January.

Berkshire Hathaway GUARD Insurance Companies chief executive officer and president Adam Edelstein (pictured above) has been elected to the board of directors of NCCI Holdings for the 2026–2027 term, following a membership vote at the data organization's annual meeting in Orlando,

Berkshire Hathaway has fully exited its position in UnitedHealth Group (NYSE:UNH) under Greg Abel's leadership. The sale removes a high profile institutional investor from UnitedHealth's shareholder base.