--- title: "Greg Abel's First Full Quarter Running Berkshire Hathaway Has Arrived. Here's What the 13F Reveals." type: "News" locale: "en" url: "https://longbridge.com/en/news/286945190.md" description: "In his first quarter as CEO of Berkshire Hathaway, Greg Abel sold 15 positions and added two new ones, including Delta Air Lines and Macy's, while significantly increasing the stake in Alphabet. The portfolio still reflects Buffett's strategy, focusing on established companies with strong consumer bases. Notably, major holdings like Apple and Coca-Cola remain unchanged, indicating continuity in investment philosophy despite the changes." datetime: "2026-05-19T16:30:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286945190.md) - [en](https://longbridge.com/en/news/286945190.md) - [zh-HK](https://longbridge.com/zh-HK/news/286945190.md) --- # Greg Abel's First Full Quarter Running Berkshire Hathaway Has Arrived. Here's What the 13F Reveals. ## Key Points - Berkshire Hathaway sold many of its smaller positions in the first quarter. - However, it kept its high-conviction stocks and added two new positions. - It also more than doubled its existing position in tech giant Alphabet. - 10 stocks we like better than Delta Air Lines › Greg Abel's first quarter as CEO of **Berkshire Hathaway** (NYSE: BRKA)(NYSE: BRKB) after Warren Buffett's transition to chairman has come and gone, and with his equity positions finally revealed, investors finally get to see whether Abel is changing the company's approach. While Abel did a major overhaul of the equity portfolio, the final tally looks surprisingly like a portfolio under Buffett. The stocks are slightly different, but the model is the same. Here's what the new, Abel-directed Berkshire Hathaway equity portfolio looks like. _**Will AI create the world's first trillionaire?** Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. **Continue »**_ ## New consumer favorites Berkshire Hathaway's latest 13F filing, for the 2025 first quarter, definitely has Abel's new stamp. He exited a stunning 15 positions in the quarter and added two new positions, **Delta Air Lines** (NYSE: DAL) and **Macy's** (NYSE: M), in addition to expanding and reducing several others. Delta is a returning stock. Berkshire Hathaway first bought it in 2016, and it sold out of it when COVID-19 started and air travel was highly restricted. Macy's is a first-time position. Image source: Macy's. Both of these stocks look cheap right now, but they aren't trading at a tremendous discount to recent averages. Regarding the Delta purchase, Abel may see a return to travel, as the business world continues to evolve and remote work hasn't taken off as much as expected. Macy's has been demonstrating progress toward its goal of becoming a more efficient company, selling off its real estate and closing some of its stores. It has been reporting positive comparable sales and increasing profitability. ## The most notable positions The most notable change in the portfolio was the addition to the **Alphabet** (NASDAQ: GOOG) position. Berkshire first took a position in Alphabet last year, and it added around 40 million shares in the first quarter, worth around $11 billion. Alphabet has consistently been one of the cheapest "Magnificent Seven" stocks, trading at 30 times trailing-12-month earnings today. However, it was significantly cheaper during the March pullback, and it's possible Abel and his team bought it then. Alphabet is now the portfolio's fifth-largest position, representing 6.9% of the total. The stocks completely sold off include **Amazon**, **Domino's Pizza**, and longtime holdings **Visa** and **Mastercard**. Notably, Buffett's favorite positions weren't touched at all. **Apple**, **American Express**, and **Coca-Cola** remain the top three positions. Abel already reassured shareholders in his first letter as CEO that these remain high-conviction stocks. **Bank of America** was reduced by 1% but remains a top holding. The new portfolio strongly signals that even though Abel is making changes, the essential Buffett approach remains intact at Berkshire Hathaway. The focus is on well-established industry leaders that are good values with strong moats and a strong consumer element, whether in tech, finance, retail, or something else. He also told shareholders in his letter that one key to his model is to "concentrate our capital in a few high conviction ideas," and that played out in the first-quarter positions. ## Should you buy stock in Delta Air Lines right now? Before you buy stock in Delta Air Lines, consider this: The _Motley Fool Stock Advisor_ analyst team just identified what they believe are the **10 best stocks** for investors to buy now… and Delta Air Lines wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when **Netflix** made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, **you’d have $483,476**!\* Or when **Nvidia** made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, **you’d have $1,362,941**!\* Now, it’s worth noting _Stock Advisor’s_ total average return is 998% — a market-crushing outperformance compared to 207% for the S&P 500. **Don't miss the latest top 10 list, available with _Stock Advisor_, and join an investing community built by individual investors for individual investors.** **See the 10 stocks »** _\*Stock Advisor returns as of May 19, 2026._ _Bank of America is an advertising partner of Motley Fool Money. American Express is an advertising partner of Motley Fool Money. Jennifer Saibil has positions in American Express and Apple. The Motley Fool has positions in and recommends Alphabet, Amazon, American Express, Apple, Berkshire Hathaway, Domino's Pizza, Mastercard, and Visa. The Motley Fool recommends Delta Air Lines. The Motley Fool has a disclosure policy._ The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. ### Related Stocks - [BRK.B.US](https://longbridge.com/en/quote/BRK.B.US.md) - [BRK.A.US](https://longbridge.com/en/quote/BRK.A.US.md) - [DAL.US](https://longbridge.com/en/quote/DAL.US.md) - [KO.US](https://longbridge.com/en/quote/KO.US.md) - [07777.HK](https://longbridge.com/en/quote/07777.HK.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) ## Related News & Research - [Berkshire Hathaway rekindles its tortured love affair with airlines](https://longbridge.com/en/news/286945468.md) - [Berkshire Hathaway streamlines portfolio, signals value with buyback](https://longbridge.com/en/news/286886052.md) - [Abel reshapes Berkshire portfolio with big Alphabet bet](https://longbridge.com/en/news/286974432.md) - [Warren Buffett’s Berkshire Hathaway Dumped 16 Stocks in Q1, But the Chevron Sale Was the Largest](https://longbridge.com/en/news/286904279.md) - [First Eagle Investment Management boosts Berkshire Hathaway B stake](https://longbridge.com/en/news/286349175.md)