Greg Abel Spends More on Whole Companies Than Stocks in First Quarter as Berkshire CEO

Corporate Action
โดย The Motley Fool·Read original
Summary · why it matters

Berkshire Hathaway’s new CEO Greg Abel spent more on acquiring whole companies than on buying stocks in his first quarter at the helm. Abel sold 15 stock positions and added less than $3 billion in new stocks, excluding Alphabet shares, while spearheading the $6.8 billion acquisition of homebuilder Taylor Morrison in June. He also completed the $9.7 billion purchase of OxyChem from Occidental Petroleum in January, a deal initiated under Warren Buffett. Berkshire still holds close to $400 billion in cash, and Abel appears to favor deploying capital into wholly owned subsidiaries rather than portfolio investments.

Impact on stocks 6

Consumer Discretionary▲ · 2 stocks
Taylor Morn Home
TMHC
▲ PositiveCapitalrelevance

Berkshire's $6.8 billion acquisition of Taylor Morrison signals confidence and provides capital.

Energy Transition & Power Demand▲ · 1 stocks
Berkshire Hathaway Inc
BRK-B
± MixedCapitalrelevance

New CEO's capital allocation strategy shifts focus to whole-company acquisitions, but impact on Berkshire's value is unclear.

Carbon Removal (DAC)▲ · 1 stocks
Industrials▲ · 1 stocks
Artificial Intelligence▲ · 1 stocks
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