Greg Abel Sold 15 Buffett Stock Positions in His First Quarter as Berkshire CEO

Management
โดย The Motley Fool·US·Read original
Summary · why it matters

Greg Abel sold 15 stock positions that Warren Buffett had initiated during his first quarter as CEO of Berkshire Hathaway, signaling a willingness to chart his own course. The divestitures included long-held winners like Visa, Mastercard, and Amazon, as well as recent underperformers such as Pool Corp., Diageo, and Domino's Pizza. Abel's biggest new buy was Alphabet, which pays only a 0.2% dividend, and he also added Delta Air Lines, while selling high-yielders like Lamar Advertising, Diageo, and Pool. Berkshire's cash pile grew from $373.3 billion to $397.4 billion in the quarter, suggesting Abel is prioritizing cash accumulation over dividend income. The moves indicate Abel will not hesitate to exit positions regardless of their past performance if he does not expect market-beating returns.

Impact on stocks 13

Consumer Discretionary▼ · 3 stocks
Pool Corporation
POOL
▼ NegativeCapitalrelevance

Berkshire sold its stake in Pool Corp., a recent underperformer, as part of portfolio restructuring.

Artificial Intelligence± Mixed · 3 stocks
Amazon.com Inc
AMZN
▼ NegativeCapitalrelevance

Berkshire sold its Amazon stake, indicating reduced confidence in the stock.

Digital Finance & Tokenization▼ · 2 stocks
Mastercard Inc
MA
▼ NegativeCapitalrelevance

Berkshire sold its long-held Visa position, signaling a potential lack of expected market-beating returns.

Visa Inc. Class A
V
▼ NegativeCapitalrelevance

Berkshire sold its long-held Mastercard position, similar to Visa, indicating a shift away from these stocks.

Consumer Staples▼ · 2 stocks
Diageo PLC
DGE
▼ NegativeCapitalrelevance

Berkshire sold its stake in Diageo, a high-yield position, as part of reducing dividend income focus.

Energy Transition & Power Demand▲ · 1 stocks
Real Estate▼ · 1 stocks
Lamar Advertising Company
LAMR
▼ NegativeCapitalrelevance

Berkshire sold its stake in Lamar Advertising, a high-yield position, indicating reduced confidence.

Industrials▲ · 1 stocks
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