(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.) Berkshire Hathaway's equity portfolio got one of its biggest renovations ever during Greg Abel's first three months as the company's CEO, according to a new SEC filing . Two new names, Delta Air Lines and Macy's , have been added to the list, along with increases for four holdings. Google parent Alphabet got