<div id="readability-page-1">Major portfolio overhaul: Abel closed or reduced 22 positions and initiated major stakes in Alphabet, Delta Air Lines, and Macy's during his first quarter as CEO. Alphabet takes spotlight: Berkshire more than tripled its Alphabet holdings to about $23 billion, making it the fifth-largest position in the portfolio. Buffett legacy endures: Despite changes, Abel’s approach mirrors Buffett’s focus on high-quality, moat-protected businesses with concentrated capital allocation.</div>

梅西百货

伯克希尔哈撒韦-A

谷歌-A

达美航空

<p>伯克希尔哈撒韦的首席执行官阿贝尔显著重塑了投资组合，关闭或减少了 22 个头寸，并增加了在谷歌、达美航空和梅西百货的持股。值得注意的是，谷歌的持股增加了三倍，达到约 230 亿美元，成为第五大头寸。阿贝尔的策略延续了巴菲特投资于高质量、具有护城河的企业的遗产</p>

Abel reshapes Berkshire portfolio with big Alphabet bet

- 阿贝尔在 CEO 首季度进行大规模投资组合调整，关闭或减少 22 个头寸。  
- 伯克希尔将其 Alphabet 持股增加至约 230 亿美元，成为第五大持仓。  
- 阿贝尔的投资策略延续了巴菲特对高质量企业的关注。

阿贝尔通过对 Alphabet 的重大投资来重塑伯克希尔的投资组合