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Berkshire’s New CEO Greg Abel Inherits a Portfolio Concentrated in Eight Stocks Worth 74% of $317 Billion

Greg Abel inherits a tightly focused Berkshire equity portfolio shaped by Warren Buffett’s final rebalancing.

Overview

  • Warren Buffett stepped down as CEO on Jan. 1, 2026, transferring oversight of Berkshire Hathaway’s $317 billion investment portfolio to Greg Abel.
  • Eight holdings account for roughly $234.5 billion, or 74%, of the portfolio detailed in the latest coverage.
  • Berkshire’s Apple position was cut by about 74% over two years through Sept. 30, 2025, with more than 677 million shares sold.
  • Abel is portrayed as a patient, long-term, value-oriented investor, signaling continuity in Berkshire’s investment approach.
  • American Express, held since 1991, is described in the report as a candidate to become Berkshire’s largest position by market value in 2026.