Macro Aftermath Active

Remaniement du portefeuille de Berkshire Hathaway

Activité en déclin — le récit perd de sa pertinence.

Score
0,3
Vélocité
▲ 0,0
Articles
31
Sources
3

Plus fortes variations

TickerSecteurVariation
DAL
Industrials-6,3%
V
Financial Services+2,5%
MA
Financial Services+2,3%
CVX
Energy+1,9%
AMZN
Retail-1,3%

Chronologie des sentiments

Performance Sectorielle

Performance des actions

Chronologie des événements

Aoû 15, 2026
Warren Buffett's Successor, Greg Abel, Pared Down Bank of America, and Piled … Neutral
Aoû 12, 2026
Does the Big Short's Michael Burry Know Something Wall Street Doesn't? The … Bearish
Aoû 09, 2026
Don't Be Fooled: Warren Buffett's and Greg Abel's $366 Billion Warning to … Neutral
Aoû 07, 2026
Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion … Neutral
Aoû 03, 2026
Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by … Neutral
Jul 28, 2026
Prediction: Warren Buffett's Successor, Greg Abel, Extended a Dubious 15-Quarter Net-Selling Streak … Bearish
Jul 23, 2026
Greg Abel Makes Bold Portfolio Moves as Berkshire's New Leader -- Dumps … Neutral
Jul 20, 2026
Berkshire Hathaway Sold Mastercard Stock. Should You Follow? Neutral
Jul 14, 2026
Greg Abel Tied 30% of Berkshire's $348 Billion Portfolio to 2 AI … Neutral
Jul 08, 2026
Warren Buffett's Successor, Greg Abel, Has 30% of Berkshire Hathaway's $343 Billion … Neutral
Jul 03, 2026
How Greg Abel Is Already Reshaping Berkshire Hathaway's Playbook Neutral
Jul 01, 2026
Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by … Neutral
Jui 24, 2026
Move Over, Coca-Cola: Warren Buffett's Successor, Greg Abel, Has a New No. … Neutral
Jui 15, 2026
Warren Buffett's Successor, Greg Abel, Is Betting Big on a Virtual Monopoly … Bullish
Jui 10, 2026
London Company Income Equity Strategy Added Berkshire Hathaway (BRK-B) Over Buyback Resumption Neutral
Jui 09, 2026
Greg Abel Is Doing Something at Berkshire Hathaway That Warren Buffett Never … Neutral
Jui 07, 2026
Warren Buffett Offloaded a Chunk of His Biggest Holding. Here's Where the … Neutral
Jui 04, 2026
Apple Was Warren Buffett’s Best Investment. GOOGL Stock Could Be Greg Abel’s … Neutral
Jui 03, 2026
Warren Buffett's Successor, Greg Abel, Has More Than 28% of Berkshire Hathaway's … Neutral
Mai 30, 2026
Warren Buffett Successor Greg Abel Made 3 Big Purchases Last Quarter, and … Neutral
Mai 24, 2026
Berkshire Hathaway's 3 Biggest Moves in Q1 Neutral
Mai 23, 2026
Lingering mysteries from Berkshire's portfolio update Neutral
Mai 19, 2026
Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1 Neutral
Mai 16, 2026
Berkshire's new CEO overhauls portfolio, dumping a slate of stocks Neutral

Articles Liés

Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion Portfolio Invested in …

Nasdaq · Aoû 07, 2026
Mixed

Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by Slashing Berkshire's Chevron …

Nasdaq · Aoû 03, 2026
Mixed

Berkshire Hathaway Sold Mastercard Stock. Should You Follow?

Nasdaq · Jul 20, 2026
Neutral

1 Sector Warren Buffett and Greg Abel Are Largely Ignoring -- and Why Investors Shouldn't

Nasdaq · Jui 03, 2026
Mixed

Warren Buffett's Successor, Greg Abel, Has More Than 28% of Berkshire Hathaway's $330 Billion Portfolio …

Nasdaq · Jui 03, 2026
Mixed

Berkshire Hathaway Has Been Selling. Here's the 1 Stock It's Still Buying.

Nasdaq · Mai 24, 2026
Mixed

Berkshire Hathaway's 3 Biggest Moves in Q1

Nasdaq · Mai 24, 2026
Mixed

Lingering mysteries from Berkshire's portfolio update

CNBC · Mai 23, 2026
Mixed

Berkshire Hathaway Energy Could Be a Quiet Star of the Greg Abel Era

Nasdaq · Mai 23, 2026
Mixed

Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1

Yahoo Finance · Mai 19, 2026
Mixed

Berkshire's new CEO overhauls portfolio, dumping a slate of stocks

CNBC · Mai 16, 2026
Mixed
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Aperçu AI

Le nouveau CEO de Berkshire Hathaway, Greg Abel, a initié des changements significatifs de portefeuille au T1 2023, comme révélé dans le dépôt 13F de la société. Les changements notables incluent une augmentation de 99 % d'Alphabet, une hausse de 145 % du New York Times, et des réductions substantielles d'Amazon, American Express et Visa. Berkshire Hathaway Energy, la branche utilitaire de la société, a également connu une augmentation significative.

Ces mouvements impactent les secteurs de la tech et de la finance. Les actions d'Alphabet et du New York Times ont grimpé suite à l'augmentation des participations de Berkshire, tandis que les actions d'Amazon, d'American Express et de Visa ont baissé. Le secteur de l'énergie bénéficie également de la position renforcée de Berkshire dans sa branche utilitaire, qui fonctionne bien quelles que soient les conditions économiques.

Les investisseurs devraient surveiller le prochain dépôt 13F de Berkshire (prévu en août) pour d'autres changements de portefeuille, et suivre les actions d'Alphabet, d'Amazon et de l'énergie pour d'éventuels mouvements de prix. De plus, gardez un œil sur le rapport sur les bénéfices de Berkshire (prévu fin février) pour des aperçus de la vision stratégique d'Abel.
Aperçu IA au Aoû 12, 2026

Chronologie

Première observationAoû 15, 2026
Dernière mise à jourAoû 22, 2026