Buffett Successor Bet Big on Alphabet, Delta and Macy's: Are the Moves Paying Off?

Greg Abel assumed the CEO role at Berkshire Hathaway at the end of 2025 from Warren Buffett, and in his first quarter he made notable investment-portfolio adjustments, including some new stock additions. The article provides limited quantitative detail, so the near-term takeaway is an incremental change in capital allocation rather than a clear earnings or valuation catalyst.

Analysis

Greg Abel assumed the CEO role at Berkshire Hathaway at the end of 2025 from Warren Buffett, and in his first quarter he made notable investment-portfolio adjustments, including some new stock additions. The article provides limited quantitative detail, so the near-term takeaway is an incremental change in capital allocation rather than a clear earnings or valuation catalyst.