GA
Greg Abel
Berkshire Hathaway
Concentrated value — long-term
Succeeded Warren Buffett as CEO of Berkshire Hathaway in January 2026. Continues the firm's long-standing approach: businesses with wide moats, capable management, and a large margin of safety, held for the long term. Buffett remains Chairman.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position
Increased
Reduced
Sold / Closed
Unchanged
CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Financial Services
34.58%
Technology
22.79%
Communication Services
14.22%
Consumer Defensive
14.16%
Energy
8.98%
Healthcare
2.14%
Industrials
1.79%
Other / Unclassified
0.69%
Consumer Cyclical
0.47%
Basic Materials
0.14%
Full Portfolio · 2026-06-30
29 positions — click any ticker to open its analysis page
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased
Reduced
Closed
Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 15 positions moved
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