Berkshire Hathaway disclosed acquiring nearly 40 million Delta Air Lines shares and about 4 million Macy’s shares in Q1.
Delta and Macy’s stocks jumped 3% and 5% respectively in after‑hours trading following the filing.
Berkshire sold positions in Aon, Amazon, Domino’s, Mastercard, Visa and UnitedHealth, with UnitedHealth down 2.4% after‑hours.
CEO Greg Abel, who succeeded Warren Buffett, reaffirmed focus on core holdings like Apple, AmEx, Coca‑Cola and Moody’s.