<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>

梅西百貨

伯克希爾哈撒韋-A

谷歌-A

達美航空

<p>伯克希爾哈撒韋的首席執行官阿貝爾顯著重塑了投資組合，關閉或減少了 22 個頭寸，並增加了在谷歌、達美航空和梅西百貨的持股。值得注意的是，谷歌的持股增加了三倍，達到約 230 億美元，成為第五大頭寸。阿貝爾的策略延續了巴菲特投資於高質量、具有護城河的企業的遺產</p>

Abel reshapes Berkshire portfolio with big Alphabet bet

- 阿貝爾在 CEO 首季度進行大規模投資組合調整，關閉或減少 22 個頭寸。  
- 伯克希爾將其 Alphabet 持股增加至約 230 億美元，成為第五大持倉。  
- 阿貝爾的投資策略延續了巴菲特對高質量企業的關注。

阿貝爾通過對 Alphabet 的重大投資來重塑伯克希爾的投資組合