Berkshire Hathaway 13F Preview: What Stock Moves Did Buffett Successor Greg Abel Make?
Key takeaways
- Berkshire Hathaway's 13F filing for Q2 2026 will reveal changes made by CEO Greg Abel, including potential adjustments to the portfolio, and provide insight into his investment strategy.
- 16 positions exited in Q1
- 2 new stakes added in Q1
- $10 billion investment in Alphabet
What happened
Berkshire Hathaway's 13F filing for Q2 2026 is due on August 14, 2026, and will reveal changes made by CEO Greg Abel, including potential adjustments to the portfolio.
Why it matters
The 13F filing is significant as it marks only the second quarterly report under Abel's leadership, and investors are eager to see how he will shape the portfolio, particularly after major changes in Q1.
Short-term and longer-term
Short-term. Traders should watch for potential adjustments to the portfolio, particularly the Bank of America stake, and the growth and ranking of the Alphabet position among Berkshire's top holdings.
Longer-term. Investors should consider the potential implications of Abel's investment strategy and the changes to the portfolio, including the potential exit or significant reduction in the Kraft Heinz stake.