What changed
$BRK.B
- ABEL'S BERKSHIRE DUMPED 5 BUFFETT FAVORITES, BOUGHT MACY'S AND DELTA
First 13F under CEO Greg Abel shows radical shift. Sold 35% of CVX, 95% of STZ. Exited over a dozen long-held positions. New bets: Macy's and Delta. Tripled NYT stake to 9.3%, added 3.5M shares of GOOGL.