Berkshire Showed Its Hand, and the New Guy Went All In on a Leo
Every quarter, the biggest investors on Earth are legally required to show their homework, and on May 15 Berkshire Hathaway turned in the first full quarter of the Greg Abel era. Four new positions. Thirty one exits. And a 204 percent increase in one very famous name whose birth chart is the most Leo thing in the entire book. We read the charts. Not Buffett's this time. The stocks'.
The moves, straight from the filing
The Q1 2026 filing reads like a regime announcing itself. Berkshire opened a new 2.6 billion dollar position in Delta Air Lines, tripled down on The New York Times, added homebuilder Lennar, and raised its Alphabet Class A stake by 204 percent. Meanwhile the old guard did not move an inch: American Express still anchors the book at 17 percent, Coca-Cola at 8, and the two Apple lines sit just under 14 combined. Thirty one positions walked out the door in a single quarter, which for a shop famous for never selling is practically a scandal.
The charts on the names they refuse to let go
Every stock in our universe gets a birth chart cast from its first trade, and three of Berkshire's anchors are in there. Their charts are a group portrait of what holding forever looks like.
Coca-Cola, born September 5, 1919. A Virgo Sun with a Capricorn Moon. In traditional reading, that is methodical service married to patient ambition, a company emotionally built for the long grind. Berkshire has held it since 1988, which is either loyalty or one Capricorn Moon recognizing another across a crowded room.
American Express, first traded May 18, 1977. A Taurus Sun, the fixed earth of stored value and creditworthiness, with Jupiter in curious Gemini. The astrological profile of an institution that has spent a century and a half charging interest on trust and feeling great about it.
Alphabet, born August 19, 2004. A late Leo Sun, the sign of visibility itself, born the same week its founders wrote "Google is not a conventional company" into the prospectus. Peak Leo behavior, in writing, at birth. So when the new regime's signature move is a 204 percent add to this exact name, the read writes itself: Abel's first big swing went to the showiest chart in the portfolio.
Delta and the Times are not in our scored universe yet, and we do not read a chart we have not verified, so those two wait in the lobby.
Why this is a ritual worth keeping
The charts are a personality read, not an explanation for the returns. What the filing gives you every quarter is a look at what the most patient money on Earth actually did, and the charts turn that disclosure into something you can gossip about: the Virgo they have loved since 1988, the Taurus that anchors everything, and the Leo the new boss just bet big on. Cosmic personality plus regulatory receipts. That is the whole column.
Type GOOGL, AXP, or KO into Check Any Ticker and find out which of Berkshire's anchors your own chart would have held since 1988.
FAQ
What did Berkshire Hathaway buy in Q1 2026? Per Berkshire's Q1 2026 Form 13F-HR, filed May 15, 2026: a new 2.6 billion dollar Delta Air Lines position, a 204 percent increase in Alphabet Class A, a near tripling of The New York Times, and additions to Lennar, alongside 31 exits. A loud quarter by Omaha standards.
Does Warren Buffett use astrology to pick stocks? No. Whatever Berkshire has, it is not written in the stars, which means it is presumably learnable, and the quarterly filings are where the lessons get published.
What is Coca-Cola's stock birth chart? KO first traded September 5, 1919, giving it a Virgo Sun and a Capricorn Moon in our engine. That is the classical signature of methodical patience, held by Berkshire since 1988, which tracks almost embarrassingly well.
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Source: every position and change above is from Berkshire Hathaway's Form 13F-HR for Q1 2026, filed with the SEC on May 15, 2026 (CIK 0001067983). Read it on EDGAR. We report what the filing says and read the birth charts of the companies; nothing here predicts returns.