Under CEO Greg Abel, Berkshire Hathaway sold its Visa and Mastercard stakes in the first quarter of 2026, along with its small Amazon position. The article reviews five holdings: Lennar, a position worth over $2.2 billion, is linked to a nationwide shortage of about 6 million homes versus roughly 1.3 million being built this year, and the author suggests $1,000 could grow to about $1,400 by 2030, though the stock may not move. Alphabet, Berkshire's third-biggest holding at almost $37 billion, still earns more than two-thirds of its revenue from search advertising, with revenue growth above 20%, and $1,000 could become around $1,500 by 2030. Occidental Petroleum, a stake worth $16 billion, has lagged in recent performance, and the company is set to begin buying back $8.5 billion of preferred stock from Berkshire in 2029.
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