버크셔, 에이블 체제 첫 분기에 델타항공 재투자…포트폴리오 조정

Berkshire Hathaway's first 13F filing under CEO Greg Abel reveals major portfolio restructuring with a $2.6 billion Delta Airlines reinvestment—signaling a potential shift in investment philosophy from Warren Buffett's long-standing approach. The strategic elimination of Todd Combs-linked positions (Mastercard, Visa, Amazon) alongside record-high cash reserves of $400 billion suggests Abel is repositioning for selective, concentrated investments rather than broad market participation. Investors are closely monitoring whether this liquidity buildup will translate into aggressive M&A activity or continue Buffett's characteristic restraint in uncertain market conditions.