Berkshire Hathaway’s second-quarter 13F filing reveals major portfolio shifts under CEO Greg Abel.
The conglomerate added approximately $17 billion to its Alphabet position. This investment includes a $10 billion private placement. Berkshire purchased an additional $7 billion of Alphabet shares on the open market. Alphabet now ranks as the firm's third-largest holding. The total stake is valued at approximately $36.6 billion.
Berkshire sold more than 50% of its stake in steel producer Nucor. The firm originally initiated the Nucor position in 2025. Analysts are evaluating these changes for insights into the company's post-Warren Buffett strategy.