$DAL

Berkshire Hathaway said it spent about $20B on other equities in Q2, repurchased about $4.5B of its own stock, and held $365.5B cash at midyear. It added to Alphabet (GOOGL) and Delta Air Lines (DAL), and disclosed other 13F changes including trims to Bank of America (BAC) and Kroger (KR).

Berkshire Hathaway (BRK.B) reported Q2 portfolio changes in an Aug. 14 SEC filing. It was a net buyer of equities, buying $19.8B vs $3.7B sold, and repurchased $4.5B of its own stock. Berkshire increased Alphabet (GOOGL/GOOG) and added D.R. Horton (DHI), while trimming Bank of America (BAC), Kroger (KR), Ally (ALLY), Capital One (COF), Nucor (NUE) and fully exiting Constellation Brands (STZ).

Berkshire Hathaway said in its Q2 SEC filing it increased its Alphabet stake by about 48 million shares, raising the combined GOOGL/GOOG position to about 106 million shares. It also added Delta Air Lines and small positions in D.R. Horton and others, while exiting Constellation Brands and trimming Bank of America by about 30 million shares. Berkshire’s equity portfolio rose to about $299B from $263B.

Berkshire Hathaway increased its Alphabet stake 83% to about 106 million shares, worth nearly $38 billion at June 30, after agreeing to buy $10 billion of Alphabet stock in a June private placement and buying 19.6 million shares on the open market, according to a portfolio disclosure. Berkshire also bought net $20 billion of stocks in Q2.

Delta Air Lines said it will start nonstop flights between Austin-Bergstrom (AUS) and Paris Charles de Gaulle (CDG) on March 27, 2027, bookable Aug. 15, 2025. The daily summer route will take about 10 hours on an Airbus A330-900neo with multiple cabin options. Delta expects about 30 AUS destinations and 70+ peak-day departures by summer 2027.

Delta Air Lines (DAL) closed at $89.20, down 2.31% on the day versus a 0.17% S&P 500 decline. Over the past month, DAL rose 5.32%. Ahead of earnings, analysts project EPS of $2.19 (+28.07% YoY) and revenue of $17.68B (+6.02%). Full-year forecasts: EPS $6.54 and revenue $66.56B. DAL has a Zacks Rank of #3 (Hold).

Delta Air Lines plans a Boeing 737 MAX 10 cabin with 24 First Class seats and premium features including seatback entertainment, power outlets, satellite WiFi and Delta Studio, according to reporting on Delta’s fleet materials. The airline previously advertised 20 First Class seats on a 182-seat MAX 10 configuration. Deliveries are expected to begin in 2027, per fleet information.

Investing.com reports Berkshire Hathaway expanded its Alphabet stake in Q2, adding tens of millions of shares, lifting Class C to over 27 million and Class A to nearly 79 million, based on its latest 13F. It trimmed Bank of America by more than 30 million shares and reduced Capital One and Ally. Berkshire also added Delta and Macy’s, exited Constellation Brands, and increased Lennar and started DR Horton.

Berkshire Hathaway increased its Alphabet stake in Q2, owning about 106 million shares worth $37.9B at June 30, up 83%, making Alphabet its third-largest U.S. equity holding, according to a regulatory filing. Berkshire also raised Delta Air Lines shares 44% to 57.3M ($5.4B) and boosted Lennar and added a small D.R. Horton position. Berkshire reported nearly $20B net equity purchases and cash of $365.5B.

Delta Air Lines reported two Atlanta turnbacks for smoke or fume emergencies within five days. Delta Flight 1334 (A321-200, 181 onboard) returned safely after a smoky odor; a replacement aircraft departed about 10:27 a.m. ET. Five days earlier, Delta Flight 2204 (B757-200, 205 onboard) evacuated after smoke in the back; the FAA opened an investigation. The article contrasts US refund rules with EU261 cash compensation.