Greg Abel Is Now Running Berkshire. Here Are the 3 Moves That Will Define His Era

"Holding a bad position out of pride is far more expensive than taking the loss. Abel is signaling he won't be sentimental with capital. Freeing up roughly $7.7 billion from a stagnant holding and redeploying it into something with actual momentum is exactly what a new CEO should do."

"In Q4 2025, Berkshire reduced stakes in Apple, Bank of America, and Amazon, using those proceeds to build new positions. The firm added a significant holding in The New York Times, increased its positions in Chevron and Chubb, and initiated a stake in Domino's Pizza. Berkshire ended the quarter with $274.2 billion in reportable U.S. equity holdings, a 2.6% increase from the prior quarter."

"Morningstar analysts flagged Domino's as the most compelling of the new buys, citing its wide economic moat and valuation. Think of Domino's like a toll bridge for pizza delivery infrastructure. The brand, the logistics network provide sustainable competitive advantages."

Greg Abel assumed leadership of Berkshire Hathaway on January 1, 2026, and has already implemented three significant strategic moves. First, Berkshire is exiting its 27.5% stake in Kraft Heinz, accepting a $2.5 billion loss to redeploy approximately $7.7 billion into more productive investments. Second, Abel reshaped the equity portfolio by reducing positions in Apple, Bank of America, and Amazon while adding stakes in The New York Times, Chevron, Chubb, and Domino's Pizza. Third, the firm increased total U.S. equity holdings to $274.2 billion, a 2.6% quarterly increase. These moves demonstrate Abel's willingness to abandon underperforming legacy positions and pursue opportunities with stronger economic moats and growth potential.

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