Warren Buffett's Successor, Greg Abel, Made His First Big Purchases at Berkshire Hathaway -- and He's Not Betting on America

Greg Abel, who took over as CEO of Berkshire Hathaway on January 1, 2026, has made his first major investments in Japanese stocks rather than U.S. equities. With the S&P 500 at its second-highest valuation in 155 years, Abel invested over $43 billion in Japanese trading houses (Itochu, Marubeni, Sumitomo, Mitsubishi, and Mitsui) and insurer Tokio Marine, citing their attractive valuations and shareholder-friendly capital return programs.

04/23/2026, 4:06 AM • The Motley Fool

Greg Abel Has 60% of Berkshire Hathaway's $320 Billion Stock Portfolio Invested in Just 9 Core Holdings

Greg Abel, Berkshire Hathaway's new CEO, has outlined nine core positions that account for roughly 60% of the company's $320 billion stock portfolio. These holdings include Apple, American Express, Coca-Cola, Moody's, and five Japanese trading houses. While most positions trade at fair value, some like Itochu and Sumitomo appear undervalued, suggesting Abel's strategy focuses on establishing anchor positions rather than aggressive trading.

04/12/2026, 1:05 AM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Now Has $46 Billion of Berkshire Hathaway's Capital Devoted to His Top Investment Idea

Greg Abel, who took over as CEO of Berkshire Hathaway on December 31, 2025, has allocated approximately $46 billion (nearly 15% of the company's $316 billion investment portfolio) to Japanese companies, primarily the five major trading houses (sogo shosha) and Tokio Marine insurance. Abel's strategy focuses on finding value in Japanese stocks that trade at high single-digit to low double-digit P/E ratios, offer robust capital-return programs, and have modest executive compensation—traits that contrast with the historically expensive U.S. stock market.

04/09/2026, 5:06 AM • The Motley Fool

Greg Abel Has Over 60% of Berkshire Hathaway's Stock Portfolio Invested in 9 Forever Stocks

Greg Abel, Warren Buffett's successor at Berkshire Hathaway, identified nine core holdings that represent over 60% of the company's stock portfolio and plans to hold them indefinitely. These include Apple, American Express, Coca-Cola, Moody's, and five Japanese trading houses (Mitsubishi, Mitsui, Itochu, Sumitomo, and Marubeni). Abel expects limited trading activity in these positions going forward.

03/11/2026, 7:05 PM • The Motley Fool