Berkshire Hathaway’s Q1 2026 Investment Activity
In the first quarter of 2026, Berkshire Hathaway, under CEO Greg Abel, exited 16 positions, a significant shift from Warren Buffett’s long-held investment strategy. The company’s portfolio saw the complete sale of notable stakes including Amazon (NASDAQ: AMZN) and UnitedHealth Group (NYSE: UNH), both of which had been praised by Buffett in the past.
Key exits also included full divestments from Liberty Latin America (NASDAQ: LILA, LILAK), Diageo (NYSE: DEO), and Mastercard (NYSE: MA). Berkshire’s portfolio shifted dramatically, as Abel’s decisions diverge from Buffett’s famed long-term holding philosophy, with two stocks notably surprising observers.
Buffett’s prior engagements with Amazon and UnitedHealth raised questions about Abel’s strategy, especially after Todd Combs, a former investment manager, left the firm. The sudden exit of these major holdings could suggest a wave of reevaluation within the conglomerate as it adapts to new leadership dynamics.
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