Key insights
- Berkshire Hathaway's recent portfolio update reveals increased stakes in Japanese trading houses Mitsubishi and Sumitomo, as well as Tokio Marine. The firm also increased its position in Delta Airlines and initiated a position in Macy's. These moves reflect Buffett's continued investment strategy, but have no immediate impact on the broad US equity market.
CNBC Berkshire Hathaway Buffett Watch 5/22/2026
Lingering Mysteries From Berkshires Portfolio Update
https://link.cnbc.com/public/45847087
Stock purchases
- 8766 / Tokio Marine 2.2bln; 2.5% stake
- 8058 / Mitsubishi stake increased to 11.1% / 14bln as of April 30, up from 9.7% previously
- Delta at 3bln, a 14.5% increase from the end of the first quarter.
- 8053 / Sumitomo stake rose to 10.3% / 5.5bln as of May 12, up from 9.3%.
- Macy's 50mln