Berkshire Hathaway Bought 7 Stocks in Its First Quarter Without Warren Buffett as CEO: Here's the Best of the Bunch.
The Motley Fool • • business
Key Points:
- Berkshire Hathaway's new CEO Greg Abel made seven stock purchases in Q1 2026, including significant additions to Alphabet, The New York Times, Lennar, and new positions in Delta Air Lines and Macy's.
- The largest new holding is Delta Air Lines with 39.8 million shares valued at $2.6 billion, reflecting a bet on the airline despite concerns over rising fuel costs.
- Berkshire nearly tripled its stake in The New York Times, likely due to the company's strong digital advertising growth and successful digital initiatives.
- Alphabet stands out as the best pick, with Berkshire increasing both Class A and Class C shares, highlighting confidence in the company's leadership in AI, cloud computing, autonomous vehicles, and other advanced technologies.
- Warren Buffett remains involved in investment decisions, maintaining a value investing approach, while Abel appears to focus on both value and future-oriented growth stocks.