Berkshire Hathaway Snaps Up Stocks in Q1 13F Filing

Berkshire Hathaway's Q1 2026 13F filing reveals that Greg Abel is deploying capital aggressively, particularly in three stocks.

The first stock is Delta Air Lines (NYSE: DAL), which saw Berkshire initiate a brand new 39.8 million share position worth roughly $2.6 billion. The stock has responded positively, with shares closing at $92.77 on August 4, up 34.71% year-to-date and 78.55% over the past year.

The Q2 2026 earnings report supports the accumulation thesis, with Delta posting adjusted EPS of $1.56 against a $1.50 consensus. High-margin revenue streams are driving growth, with premium product revenue rising 17%, loyalty revenue jumping 19%, and American Express remuneration hitting $2.40 billion, up 16% year-over-year.

The second stock is Alphabet (NASDAQ: GOOGL), which saw Berkshire increase its shares held by 204% and initiate a brand new Class C position in the same quarter. Shares trade at $377.65, up 20.81% year-to-date and 94.18% over the past year.

The third stock is Lennar (NYSE: LEN), which Berkshire raised its stake by 43.24% in Q1, buying into weakness. Analysts are cautious, but the insider signal reinforces the thesis with synchronized share purchases by directors on July 10, 2026.