A $13.5 Billion Berkshire Hathaway Mystery: What Is Greg Abel Buying Beyond Alphabet?
Berkshire Hathaway's second-quarter filings confirmed $23.5 billion in stock purchases, the conglomerate's first net buying in 14 quarters. Yet the documents name only one new position, a $10 billion stake in Alphabet (GOOGL).
That leaves roughly $13.5 billion in fresh buying without a name. The answer arrives by August 14, when Berkshire files its 13F, the quarterly disclosure that lists every US stock large investors hold.
The Trade Berkshire Hathaway Has Not Named Yet
Berkshire turned net buyer for the first time since 2022, and its famous cash pile finally shrank.
However, the more revealing math hides across two filings. The 10-Q shows $39.4 billion of equity purchases in the first half. However, the first-quarter report recorded just $15.9 billion of that total.
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