Warren Buffett, the legendary investor at the helm of Berkshire Hathaway, revealed surprising moves in the 13F filings for the quarter ended March 31, 2026. The company opened a significant new position in Delta Air Lines ($DAL) worth $2.6 billion and also made its first entry into Alphabet ($GOOGL) with a $1 billion investment. Concurrently, Buffett executed a dramatic sale of all his holdings in Visa ($V) and Mastercard ($MA), positions that were valued at $2.9 billion and $2.3 billion respectively before the sale.

These actions signal a notable strategic shift in Berkshire's investment portfolio. The entry into Delta Air Lines suggests renewed confidence in the aviation sector, while the investment in Alphabet, the tech giant, indicates a growing openness to areas previously less favored by the 'Oracle of Omaha.' The sale of credit card companies, on the other hand, may reflect a re-evaluation of the fintech sector or a desire to realize profits.

Individual traders can learn from Buffett's moves about the importance of flexibility and adaptation to changing market conditions. Even seasoned and successful investors like Buffett are not afraid to make substantial changes to their portfolio, continuously assessing value and potential. It is important to remember that 13F filings reflect transactions up to 45 days prior to the report and do not necessarily represent the investor's current position.