Following Buffett: Greg Abel Cuts Berkshire Holdings Dating Back To 2011 — But The Big Names Stay Put

Berkshire Hathaway’s first 13F under CEO Greg Abel shows sales of some positions Warren Buffett had previously bought, while the top 10 holdings remain largely unchanged. The filing is mainly a governance-and-portfolio update rather than a fundamental shift, suggesting continuity in the investment approach. Market impact is likely limited because the changes appear incremental and the core holdings mix is still stable.

Analysis

Berkshire Hathaway’s first 13F under CEO Greg Abel shows sales of some positions Warren Buffett had previously bought, while the top 10 holdings remain largely unchanged. The filing is mainly a governance-and-portfolio update rather than a fundamental shift, suggesting continuity in the investment approach. Market impact is likely limited because the changes appear incremental and the core holdings mix is still stable.