BRK-B · News · 20260916N

Portfolio Reshaping Under Abel

BERKSHIRE HATHAWAY INC · 2026-09-16 · Importance 71 · Surprise 60

Greg Abel assumed oversight of Berkshire Hathaway’s $364 billion investment portfolio after becoming CEO on January 1, following Warren Buffett’s retirement as CEO on December 31. Berkshire disposed of 16 companies during the first quarter under Abel. Reporting characterizes the strategic transition as gradual rather than radical, with portfolio changes including a materially larger Alphabet position. The reported disposals and reallocation indicate a shift in capital allocation under Abel’s leadership.

Key facts

• Greg Abel was passed oversight of Berkshire Hathaway's $364 billion investment portfolio. source
• 31% of Berkshire Hathaway's portfolio is riding on two AI stocks under Greg Abel. source
• Warren Buffett retired as CEO of Berkshire Hathaway on Dec. 31. source
• Greg Abel jettisoned 16 companies in the first quarter after taking oversight of the portfolio. source
• Greg Abel succeeded Warren Buffett as Berkshire Hathaway's CEO on Jan. 1. source