Updated
Updated · Yahoo Finance · Jul 30
Greg Abel Buys Taylor Morrison as Berkshire Trails S&P 500 by 6 Points in 2026
Updated
Updated · Yahoo Finance · Jul 30

Greg Abel Buys Taylor Morrison as Berkshire Trails S&P 500 by 6 Points in 2026

3 articles · Updated · Yahoo Finance · Jul 30

Summary

  • Taylor Morrison is Greg Abel’s first disclosed acquisition as Berkshire Hathaway CEO, a relatively small deal that signals a more hands-on approach to managing the conglomerate’s business portfolio.
  • Berkshire shares have risen about 2% in 2026, lagging the S&P 500’s gain of more than 8%, as investors take a wait-and-see stance after Warren Buffett’s retirement at the end of 2025.
  • About $400 billion in cash at the end of the first quarter gives Abel both flexibility and a cushion while markets hover near record highs, even as he avoids aggressive buying.
  • Higher interest rates are also making that cash productive, and the stockpile could become a major advantage if a future bear market lets Berkshire buy assets while others are forced to sell.

Insights

With $400 billion in cash, is Berkshire's new CEO quietly preparing for a massive market crash, or simply missing out?
Why is Greg Abel aggressively buying homebuilders like Taylor Morrison while the rest of the housing market fears high mortgage rates?