MAY 27·ibtimes.co.uk▼
Warren Buffett Berkshire Dumped 16 Stocks In Q1 As Greg Abel Takes Over as CEO Investors Notice Shift
Berkshire Hathaway sold 16 stocks in Q1, fully exiting 12 after Greg Abel became CEO following Warren Buffett’s retirement, according to its latest 13F filing. The company completely sold Visa ($2.91B), Mastercard ($2.28B), UnitedHealth ($1.66B), Domino’s ($1.40B), and others including Amazon ($525M). It also exited Charter, Diageo, and Allegion, and trimmed Chevron, Constellation, Nucor, and Bank of America.
MAY 26·insidermonkey.com▼
Artisan Value Fund Exited Its Stake in Diageo plc (DEO) in Q1
Artisan Partners’ Q1 2026 investor letter said Artisan Value Fund exited positions in Meta Platforms and Diageo plc, citing a challenged alcoholic beverage category and a weakened balance sheet after stalled operating results. The fund’s ARTLX and APDLX returned about -3.5% in Q1, vs. +2.1% for the Russell 1000 Value Index.