CEO Greg Abel is steering Berkshire Hathaway toward a new investment direction. The company initiated new positions in technology giant Alphabet, Macy's, and Delta Air Lines.
Berkshire Hathaway increased its existing stake in the New York Times. The firm also reached an agreement to acquire homebuilder Taylor Morrison.
These moves represent Abel’s first major strategic bets in the post-Warren Buffett era. The portfolio now includes expanded exposure to technology, retail, airlines, media, and housing.
Ongoing share buybacks complement these new investments. This activity defines the company's evolving capital allocation strategy under its new leadership.