r/BerkshireHathaway

Delta reports Q3 Friday before the open.

Berkshire sold all four of its US airlines in 2020 at a loss. This year, under Abel, it went back in. 39.8M Delta shares in Q1, another 17.5M in Q2. That's 57.3M shares, about 8.7% of the company.

It's small for Berkshire, under 2% of the portfolio. But you don't end up with 8.7% of an airline by accident.

The stock closed at $83.66 yesterday, about 11% below where it ended June, so the stake is worth around $4.8B now against $5.4B on the June 13F.

What would you want to hear tomorrow to think this was a good call?

Hi, Is it better to invest a lump sum today or wait 6-12 month for the more likely correction that everyone is talking about and has not yet happened.? Wisdom from you experts please. People have been talking about a crash/correction for a couple of year now and whilst there has been some downward movement, there MUST be a large correction coming in the next year?! Thoughts please. TIA

This is what I want to do with my hard-earned money: invest it in Berkshire Hathaway. In my opinion, Berkshire offers the best risk-reward ratio. I am even willing to accept a couple of years of underperforming the S&P 500 because I believe its long-term risk-reward potential is so much more lucrative. Cheers.

I can't read this paywalled article. Can someone post a content of it. Seems strange.

https://www.sec.gov/Archives/edgar/data/315090/000119312526414744/xslF345X06/ownership.xml

Berkshire Hathaway now holds 28,438,045 class A shares and 568,028 class B shares of Lennar. It'll be interesting to see if BRK (my opinion, Ted Weschler) keeps buying when shares hit these price levels.

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