Greg Abel, Berkshire Hathaway's new CEO, increased the company's portfolio from $263 billion to $299 billion in Q2 2026. Beyond the notable 83% increase in Alphabet holdings, Berkshire also significantly increased stakes in Delta Air Lines (44%), Lennar (43%), and The New York Times Company (4%). While Delta faces rising fuel costs pressuring margins, Lennar is restructuring its business model, and The New York Times has successfully transitioned to a profitable digital subscription model.

Greg Abel, Warren Buffett's successor at Berkshire Hathaway, ended a 14-quarter streak of net stock sales by purchasing $19.8 billion more in equities than sold in Q2 2026. The company's Form 13F filing, due today after market close, will reveal Abel's investment moves, with Alphabet being a confirmed major purchase through a $10 billion private placement. The filing is expected to show significant buying activity in commercial, industrial, and tech companies.

USA Today is showing signs of a successful digital transformation with Q1 2026 results showing improved profitability, accelerating digital growth, and digital revenue reaching 48% of total sales. The company projects digital revenue to reach 50% by year-end with expected increases in net income and free cash flow. However, the turnaround remains risky as media companies face structural challenges from advertising cyclicality and print decline. The stock has surged 140% over 12 months but analyst consensus remains cautious with a Hold rating.

Berkshire Hathaway's new CEO Greg Abel made significant portfolio changes in Q1, reducing holdings from 39 to 26 stocks and dumping positions in Amazon, Visa, and Mastercard. Abel's largest new investments were in Delta Air Lines ($2.6B) and Macy's ($55M)—both industries where Buffett has acknowledged past mistakes. However, Abel's biggest move was a $10B increase in Alphabet, which the author views favorably. The analyst expresses concern about most of Abel's moves outside of Alphabet.

Greg Abel, who took over as CEO of Berkshire Hathaway on December 31, executed a major portfolio overhaul in Q1 2026. He completely exited 16 positions including Amazon, Domino's Pizza, Visa, Mastercard, and UnitedHealth Group, while more than tripling Berkshire's stake in Alphabet to approximately $23 billion. The moves signal a shift toward tech investments and fundamental bargains, marking a departure from Warren Buffett's traditional investment approach.

Berkshire Hathaway invested $352 million in The New York Times in Q4 2025. NYT has successfully transitioned from print to digital, with digital subscriptions growing 80% from 2021-2025 and revenue up 36%. Latest earnings showed strong 12% revenue growth and 49% EPS growth with margin expansion. However, news-only subscribers declined 24% YOY while non-news products drive growth, raising concerns about AI's potential impact on the business. Analyst price targets range from $66-$95 with limited upside implied.

Warren Buffett's Berkshire Hathaway initiated a $351 million position in The New York Times, signaling a portfolio shift toward traditional businesses. While NYT demonstrates strong operational performance with 12.8 million subscribers, 25% digital advertising growth, and healthy free cash flow of $550 million, the stock's valuation appears stretched at 38% above GF value with a forward P/E of 27.7x. The company faces AI-related uncertainties but could benefit from content licensing opportunities and regulatory protections for intellectual property.

As Warren Buffett retired as CEO of Berkshire Hathaway on December 31, 2025, his final quarters showed aggressive portfolio repositioning. He sold approximately half of Berkshire's Bank of America stake (515+ million shares) due to valuation concerns and interest rate sensitivity, while investing $1.2 billion in Chevron stock. Chevron has surged 36% since 2026 began, driven by geopolitical tensions in the Middle East affecting oil supply.

In his final quarter as Berkshire Hathaway CEO, Warren Buffett invested $3.5 billion across five stocks despite being a net seller for 13 consecutive quarters. Among his purchases, Domino's Pizza stands out as the best investment, with Buffett accumulating a nearly 10% stake over six quarters. The company has demonstrated strong execution through same-store sales growth of 3.7% and improved margins, trading at a reasonable 19x earnings multiple.

Warren Buffett sold $4.5 billion in Apple and Amazon shares during his final quarter as CEO of Berkshire Hathaway, continuing a 13-quarter selling streak that accumulated $373 billion in cash. He simultaneously established a new position in The New York Times, a 174-year-old publisher that has successfully navigated digital transformation with strong subscriber growth and profitability.

Warren Buffett stepped down as Berkshire Hathaway CEO on December 31, 2025, after 60+ years. Q4 2025 results showed mixed performance with lower earnings due to $4.5B in impairments, but the company maintained a near-record $373.3B cash reserve. Buffett's final quarter moves included increasing positions in Chubb, Chevron, and The New York Times, while reducing stakes in Amazon, Bank of America, and DaVita. Over his tenure, Berkshire achieved 19.7% average annual gains versus the S&P 500's 10.2%.

Berkshire Hathaway's latest 13F filing reveals Warren Buffett's final stock moves as CEO, showing a shift from tech to consumer goods and media investments. The company sold 4.3% of Apple and 77% of Amazon while buying New York Times, Domino's, Chubb, and Chevron. With Greg Abel now CEO and $380 billion in cash, questions arise about future capital allocation strategy, including potential dividend implementation. The article also covers Netflix's competitive advantage in the Warner Bros. Discovery acquisition battle and Toll Brothers' luxury homebuilding results amid mixed housing market conditions.