The Form 13F deadline of May 15 delivered the first full quarter of post-Buffett portfolio construction at Berkshire Hathaway, a fresh wave of Alphabet accumulation, and a clear consensus that Microsoft and CRH plc are the names institutional money wants to be out of. We read dozens of 13F filings covered in this quarter’s filings to determine what big funds are doing. The themes are below.
The Berkshire story: Greg Abel’s first quarter is a Todd Combs cleanup
Berkshire’s Q1 2026 13F-HR, filed at 10:04 p.m. ET on May 15, discloses a $263.1 billion equity portfolio across 29 positions, down from roughly $274 billion and 40 positions at year-end 2025. This is the first quarterly snapshot taken entirely under CEO Greg...
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