Overview
- Greg Abel became Berkshire Hathaway’s chief executive on Jan. 1, 2026 while Warren Buffett remains chairman and a senior adviser to investment decisions.
- Berkshire’s investable equity portfolio is about $360 billion and was reported as 63% concentrated in five stocks — Apple, American Express, Alphabet, Coca‑Cola and Bank of America — as of Aug. 28.
- Abel substantially enlarged Berkshire’s Alphabet exposure with large public purchases plus a roughly $10 billion private placement taken at about a 6.5% discount that he recommended after consulting Buffett.
- The new CEO reversed a multiquarter net‑selling trend by buying roughly $23.5 billion of equities and selling about $3.7 billion, including a disclosed $4.5 billion single‑stock buy last quarter and at least $3.3 billion more this quarter.
- Investors are watching upcoming public filings such as 13Fs and buyback disclosures to judge whether the faster, more concentrated allocation will raise volatility, increase valuation sensitivity, or change Berkshire’s long‑term capital‑allocation approach.