Lingering mysteries from Berkshire's portfolio update

Key points

• In this article BRK.B DAL M 8058.T-JP 8053.T-JP BRK.B Follow your favorite stocks CREATE FREE ACCOUNT (This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway.
• You can sign up here to receive it every Friday evening in your inbox.) Lingering mysteries from Berkshire's portfolio update Staff loads packages on a Delta Air Lines plane at John F.
• Kennedy International Airport in Queens, New York City, on April 23, 2025. Jeenah Moon | Reuters Zoom In Icon Arrows pointing outwards Did Buffett buy a 'tiny' Macy's stake?
• Berkshire's new Macy's position is also a short-term win, but the total value is just a fraction of the Delta buy.
• It's gone from $55 million as of March 31 to $63 million now, an increase of 14.2%, including a 12.2% rally this week.