Berkshire Hathaway filed its fourth-quarter 2025 Form 13F today. This report marks the first portfolio update under CEO Greg Abel following Warren Buffett’s departure at the end of 2025.
The filing reveals the beginning of a divestment from the firm’s long-held stake in Kraft Heinz. Berkshire also continued to trim its position in Apple, which remains the firm's largest holding.
Market analysts view these moves as Abel’s initial steps to reshape the portfolio. The strategy appears to target underperforming assets and address valuation concerns in major holdings. Investors are now monitoring how the new leadership will deploy Berkshire’s significant cash pile.