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Berkshire Hathaway (BRK.A) Q2 FY2026: Net Income +107%, Liquidity $365.5B Down $32B From Record; Abel Era Resumes Buybacks, M&A
Berkshire Hathaway (BRK.A) Q2 FY2026: Net Income +107%, Liquidity $365.5B Down $32B From Record; Abel Era Resumes Buybacks, M&A
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Berkshire's Q2 2026 13F: Alphabet Surges to Third-Largest Holding at $37B, Delta Air Lines Stake Up 44%
Berkshire's Q2 13F shows Abel nearly doubled Alphabet stake to $37B (#3 holding) and raised Delta Air Lines 44% to $5.4B as total portfolio hit $299B.
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Alphabet (GOOGL): $514B Cloud Backlog Now Converting Slower
Alphabet's latest quarterly filing contains a sentence its earnings press release does not: the company expects to recognize just over 50% of its total remaining performance obligations as revenue within the next two years, down from approximately 55% a year earlier as the backlog grew nearly fivefold.
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