BRK-B · News · 20261018N
Capital Allocation Strategy Shift
BERKSHIRE HATHAWAY INC · 2026-10-18 · Importance 53 · Surprise 60 · In source text
Greg Abel has begun deploying Berkshire Hathaway’s cash reserves following his transition to CEO. In the second quarter of 2026, Berkshire invested approximately $10 billion in Alphabet, repurchased roughly $4.5 billion of its own shares, and acquired homebuilder Taylor Morrison for approximately $6.8 billion. The transactions signal a more active capital-allocation strategy, while the report highlights the longer-term challenge of sustaining Berkshire’s investment performance under Abel.
Key facts
- Greg Abel has taken over as CEO of Berkshire Hathaway. source
- Berkshire Hathaway acquired homebuilder Taylor Morrison for approximately $6.8 billion. source
- Berkshire Hathaway invested about $10 billion in Alphabet during the second quarter of 2026. source
- Berkshire Hathaway repurchased roughly $4.5 billion of its own shares during 2026 (repurchase referenced alongside second quarter activity). source
- Berkshire Hathaway Inc. (NYSE:BRK.B) returned 10.56% during the last six months, as of October 15, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | committed | +0.5% | Berkshire Hathaway acquired homebuilder Taylor Morrison for approximately $6.8 billion. |
| cash | negative | committed | -0.5% | Berkshire Hathaway acquired homebuilder Taylor Morrison for approximately $6.8 billion. |