{"id":248217,"date":"2026-05-17T08:40:32","date_gmt":"2026-05-17T08:40:32","guid":{"rendered":"https:\/\/www.europesays.com\/se\/248217\/"},"modified":"2026-05-17T08:40:32","modified_gmt":"2026-05-17T08:40:32","slug":"berkshires-nya-vd-stuvar-om-rejalt-i-portfoljen-gar-emot-buffetts-linje","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/248217\/","title":{"rendered":"Berkshires nya vd stuvar om rej\u00e4lt i portf\u00f6ljen \u2013 g\u00e5r emot Buffetts linje"},"content":{"rendered":"

F\u00f6r\u00e4ndringarna, som CNBC<\/a> rapporterar om, visar att Abel redan under sina f\u00f6rsta tre m\u00e5nader som vd har satt sin pr\u00e4gel p\u00e5 portf\u00f6ljen.<\/p>\n

Innehavet i Alphabet<\/a> \u00f6kade med 224 procent, motsvarande 109 miljarder kronor, under f\u00f6rsta kvartalet. Teknikj\u00e4tten blev d\u00e4rmed den st\u00f6rsta \u00f6kningen i portf\u00f6ljen under perioden.<\/p>\n

N\u00e4st st\u00f6rst var \u00f6kningen i Delta Airlines<\/a>, ett drag som sticker ut med tanke p\u00e5 att Warren Buffett l\u00e4nge varit mycket skeptisk till flygbranschen. I ett brev till aktie\u00e4garna fr\u00e5n 2007 beskrev Buffett flygbolagen som \u201dden v\u00e4rsta sortens f\u00f6retag\u201d, med h\u00e4nvisning till att de v\u00e4xer snabbt, kr\u00e4ver stora investeringar och ofta ger l\u00e5g avkastning.<\/p>\n

Berkshire k\u00f6pte ocks\u00e5 p\u00e5 sig i The New York Times<\/a>, \u00f6kade i bostadsbyggaren Lennar och tog en ny position i varuhuskedjan Macy\u2019s<\/a>.<\/p>\n

\"Fr\u00e5n<\/p>\n

L\u00e4s merFr\u00e5n kyrka till kasino \u2013 Buffett om de nya riskerna p\u00e5 b\u00f6rsen<\/p>\n

<\/a>Portf\u00f6ljbolagen blir f\u00e4rre<\/p>\n

Samtidigt krympte portf\u00f6ljen fr\u00e5n 44 till 28 bolag under f\u00f6rsta kvartalet. Bland de innehav som s\u00e5ldes ned kraftigt fanns betalj\u00e4ttarna Visa<\/a> och Mastercard<\/a>, pizzakedjan Domino\u2019s Pizza<\/a> och bryggerikoncernen Diageo<\/a>, som bland annat \u00e4ger Guinness. F\u00f6rs\u00e4kringsj\u00e4tten United Health<\/a> f\u00f6rsvann helt ur portf\u00f6ljen, och oljebolaget Chevron<\/a> stod f\u00f6r den st\u00f6rsta minskningen. \u00c4ven Amazon<\/a> l\u00e4mnade portf\u00f6ljen.<\/p>\n

Enligt CNBC<\/a> var flera av de aktier som nu f\u00f6rsvinner tidigare f\u00f6rvaltade av Berkshireveteranen Todd Combs, som i december l\u00e4mnade bolaget f\u00f6r ett toppjobb p\u00e5 JP Morgan Chase.<\/p>\n

Apple<\/a>, som tidigare s\u00e5lts av kraftigt, var of\u00f6r\u00e4ndrad under perioden.<\/p>\n","protected":false},"excerpt":{"rendered":"F\u00f6r\u00e4ndringarna, som CNBC rapporterar om, visar att Abel redan under sina f\u00f6rsta tre m\u00e5nader som vd har satt…\n","protected":false},"author":2,"featured_media":248218,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[72,70,71,34,31,33,32,30],"class_list":{"0":"post-248217","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-business","9":"tag-economy","10":"tag-ekonomi","11":"tag-se","12":"tag-svenska","13":"tag-sverige","14":"tag-sweden","15":"tag-swedish"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116589024484165613","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/248217","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=248217"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/248217\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/248218"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=248217"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=248217"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=248217"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}