BRK-B · News · 20260920N
Capital Allocation Strategy Shift
BERKSHIRE HATHAWAY INC · 2026-09-20 · Importance 46 · Surprise 42 · No source text
Greg Abel has reportedly resumed Berkshire’s share repurchases and shifted the company toward net equity purchases. Reported recent capital deployment includes a $10 billion investment in Alphabet and the $6.8 billion acquisition of Taylor Morrison. The activity signals a more active post-Buffett allocation strategy while Berkshire retains substantial liquidity for additional investments.
Key facts
- Berkshire invested $10B in Alphabet under Greg Abel's leadership. source
- Greg Abel recently plowed $4.2 billion into Warren Buffett's favorite stock. source
- Under Greg Abel, Berkshire restarted buybacks and has turned into a net equity buyer. source
- Buybacks resumed at Berkshire under Greg Abel's leadership. source
- Capital-allocation decisions already rest with CEO Greg Abel. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | realized | -0.8% | Berkshire invested $10B in Alphabet under Greg Abel's leadership. |
| cash | negative | realized | -0.3% | Greg Abel recently plowed $4.2 billion into Warren Buffett's favorite stock. |