Berkshire Hathaway Rebalances Portfolio as New CEO Steers Post‑Buffett Era

Overview

• Berkshire is operating under CEO Greb Abel with Warren Buffett in a reduced role, and leadership changes have coincided with a sharper turn in public equity allocations.
• The most recent 13F disclosure recorded unusually high turnover, including full sales of stakes in Visa, Mastercard, Amazon, UnitedHealth Group, Domino's Pizza, Aon and Diageo.
• Alphabet has been added into Berkshire's top five holdings at about 7.5% of the public stock portfolio while Apple remains the largest holding at roughly 20.2%.
• Observers link some of the sales in payments stocks to portfolio manager Todd Combs' departure, but Berkshire does not provide public explanations for individual trades.
• Because 13F filings show only long equity positions and not motives or intra‑quarter trades, the disclosure should be read as a concrete sign of reorientation rather than a full statement of future strategy, and it could reshape Berkshire's sector exposure and capital available for new deals.