Berkshire Hathaway’s first quarterly 13-F filing under CEO Greg Abel signals a strategic shift from the Warren Buffett era.
The conglomerate more than tripled its stake in Alphabet. Berkshire now holds nearly 58 million shares of Google's parent company. This position is valued at approximately $17 billion.
The filing reveals a new $2.6 billion investment in Delta Air Lines. Berkshire also completely exited its position in Amazon.
These decisions suggest Abel is more comfortable with technology and airline sectors than his predecessor. The moves mark a significant departure from Buffett’s historical investment patterns.