Ted Weschler’s DaVita and SiriusXM Picks Outperform in 2026 at Berkshire Hathaway

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Summary · why it matters

While Greg Abel has taken over as CEO of Berkshire Hathaway, investment manager Ted Weschler, who oversees a portion of the portfolio, has seen two of his stock picks surge in 2026. DaVita shares have risen over 102% year to date, and SiriusXM is up more than 50%, both reportedly selected by Weschler. Weschler remains at Berkshire after fellow manager Todd Combs departed for JPMorgan, and his continued presence suggests the firm is not fully abandoning traditional value investing. Abel has made a sharper pivot toward technology, including a $10 billion private placement in Alphabet, but Weschler’s holdings in DaVita and SiriusXM reflect an ongoing commitment to long-term positions in reasonably priced stocks with strong economic moats.

Impact on assets 8

Digital Finance & Tokenization▲ · 3 stocks
Aging Population▲ · 2 stocks
Communication Services▲ · 1 stocks
Sirius XM Holding Inc
SIRI
▲ PositiveCapitalrelevance

SiriusXM shares up over 50% YTD, attributed to Weschler's pick, reflecting strong performance.

Energy Transition & Power Demand▲ · 1 stocks
Berkshire Hathaway Inc
BRK-B
± MixedCapitalrelevance

Article mentions Berkshire's portfolio manager Weschler and his picks, but no direct impact on Berkshire itself.

Artificial Intelligence▲ · 1 stocks
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