Berkshire's new CEO overhauls portfolio, dumping a slate of stocks

(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) ABEL OVERHAULS PORTFOLIO Notable positions cut, Alphabet more than tripled, Delta is back Berkshire Hathaway's equity portfolio got one of its biggest renovations ever during Greg Abel's first three months as the company's CEO, according to a new SEC filing . …