Berkshire Hathaway has made a multi-billion dollar portfolio shift, investing heavily in Delta after Warren Buffett's right-hand man switched sides and Greg Abel took over as CEO in the first quarter.

Going against the trend, the company is shifting its focus into the airline business, filing for an IPO to acquire a majority stake in Delta Airlines for $2.65 billion, along with Macy's department store. This marks a major portfolio liquidation, involving the sale of overpriced big-name stocks like Amazon and UnitedHealth, as well as divestment of major financial institutions Visa and Mastercard. The spotlight is now on internal changes following the departure of Todd Combs to oversee a new project at JPMorgan and the resignation of its key fund manager.

May 16, 2569 – The movement of… Berkshire Hathaway The global holding and investment group, under its new management structure, is being closely watched by investors and the business sector. A recent report filed with U.S. regulators on Friday (May 15) revealed a significant strategic shift in the first quarter.

The company decided to allocate a large sum of money, totaling over US$2.65 billion (approximately 9 billion baht), to acquire shares in Delta Air Lines, a major US airline, along with a small stake in Macy's, a well-known department store chain.

Conversely, Berkshire chose to mitigate risk and profit from technology, healthcare, and financial stocks by gradually liquidating its portfolio and significantly reducing its holdings of previously small amounts in each stock.

Restructuring portfolios and selling off stakes in giant 'Tech – Finance' companies worth billions.

The appeal of this portfolio adjustment. This signals a sell-off of assets in industries that previously generated high growth. Financial documents clearly indicate that Berkshire Hathaway sold off billions of dollars worth of shares in the world's two largest payment card network providers, Visa and Mastercard, during the first quarter.

In addition, e-commerce and cloud giant Amazon.com, as well as insurance and healthcare groups like UnitedHealth Group, have also been gradually selling off their stakes. Similarly, Aon, the global insurance brokerage firm, saw its stake reduced in this round.

A transitional period for fund managers and new leadership.

This decision to shift a massive amount of capital comes amidst significant internal changes in the asset management personnel sector. Reports indicate that a key investment manager who played a crucial role in assisting Warren Buffett, chairman of Berkshire Hathaway, in managing and allocating the group's cash flow, had previously resigned.

Furthermore, this quarter marks a significant milestone in terms of management structure, as it is the first official quarter since Greg Abel took over as Chief Executive Officer (CEO) from Buffett.

Meanwhile, the market spotlight is also on the job change of Todd Combs, one of Buffett's most trusted investment advisors. Combs has completed his tenure at Berkshire Hathaway and moved to the global financial institution JPMorgan Chase to oversee and pioneer new investment projects. This major portfolio restructuring this quarter truly reflects the new vision and investment team under the current management.

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