Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now.
Published . Updated .
Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now. Yahoo Finance
Directly affected
- BRK-A Berkshire Hathaway
Named in this report.
Indirectly affected
- ZIM ZIM Integrated Shipping
Container lines are exposed when a shipping lane is disrupted
- MATX Matson
Container lines are exposed when a shipping lane is disrupted
- DAC Danaos
Ship owners earn more when vessels are tied up longer
- GSL Global Ship Lease
Ship owners earn more when vessels are tied up longer
- SBLK Star Bulk Carriers
Dry-bulk carriers move with commodity shipping demand
- GOGL Golden Ocean
Dry-bulk carriers move with commodity shipping demand
- BOAT SONICSHARES GLOBAL SHIPPING ETF
Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations.
- ASC ARDMORE SHIPPING CORP
GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- DSX DIANA SHIPPING INC
GA selected DSX as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT
GA selected ILPT as a RELATED security because its canonical security name directly matches this event's themes: logistics. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now. Yahoo Finance
Source: Yahoo Finance
The price since 11 Oct 2026: Sonicshares Global Shipping Etf (BOAT) versus the S&P 500
Since the first closing price after “Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now.,” Sonicshares Global Shipping Etf (BOAT) is -5.02%. The S&P 500 fund (SPY) is -1.47% over the same days, a -3.55% difference versus the market. industrial stocks (XLI) is -1.43%, a -3.60% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| Ardmore Shipping (ASC) | that day | +2.91% | final price |
| Ardmore Shipping (ASC) | the next day | +4.54% | final price |
| Ardmore Shipping (ASC) | two days later | +2.15% | final price |
| Ardmore Shipping (ASC) | three days later | -1.58% | final price |
| Ardmore Shipping (ASC) | three days earlier | -4.12% | final price |
| Ardmore Shipping (ASC) | five days earlier | +0.34% | final price |
| Sonicshares Global Shipping Etf (BOAT) | that day | +1.94% | final price |
| Sonicshares Global Shipping Etf (BOAT) | the next day | +3.48% | final price |
| Sonicshares Global Shipping Etf (BOAT) | two days later | +1.40% | final price |
| Sonicshares Global Shipping Etf (BOAT) | three days later | -1.88% | final price |
| Sonicshares Global Shipping Etf (BOAT) | three days earlier | -2.05% | final price |
| Sonicshares Global Shipping Etf (BOAT) | five days earlier | -1.23% | final price |
| DAC | that day | +0.32% | final price |
| DAC | the next day | -2.30% | final price |
| DAC | two days later | -3.91% | final price |
| DAC | three days later | -5.70% | final price |
| DAC | three days earlier | -2.49% | final price |
| DAC | five days earlier | -1.85% | final price |
| Diana Shipping (DSX) | that day | +1.41% | final price |
| Diana Shipping (DSX) | the next day | +1.41% | final price |
| Diana Shipping (DSX) | two days later | -6.54% | final price |
| Diana Shipping (DSX) | three days later | -9.89% | final price |
| Diana Shipping (DSX) | three days earlier | +0.35% | final price |
| Diana Shipping (DSX) | five days earlier | +1.24% | final price |
| GOGL | that day | 0.00% | final price |
| GOGL | the next day | 0.00% | final price |
| GOGL | two days later | 0.00% | final price |
| GOGL | three days later | 0.00% | final price |
| GOGL | three days earlier | 0.00% | final price |
| GOGL | five days earlier | -1.26% | final price |
Who collects and who pays in shipping
Companies tied to this story
- BOAT Sonicshares Global Shipping Etf
Sonicshares Global Shipping Etf (BOAT) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now..” Reason on file: Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations
- ASC Ardmore Shipping
In “Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now.,” Ardmore Shipping (ASC) is linked, with no stored direction, medium confidence. Reason on file: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- DSX Diana Shipping
In “Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now.,” Diana Shipping (DSX) is linked, with no stored direction, medium confidence. Reason on file: GA selected DSX as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ILPT Industrial Logistics Properties Trust
For “Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now.,” Industrial Logistics Properties Trust (ILPT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ILPT as a RELATED security because its canonical security name directly matches this event's themes: logistics. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NCLH Norwegian Cruise Line Holdings
Norwegian Cruise Line Holdings (NCLH) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now..” Reason on file: GA selected NCLH as a RELATED security because its canonical security name directly matches this event's themes: berkshire, hathaway. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ODFL Old Dominion Freight Line
In “Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now.,” Old Dominion Freight Line (ODFL) is linked, with no stored direction, medium confidence. Reason on file: GA selected ODFL as a RELATED security because its canonical security name directly matches this event's themes: freight. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ONEW OneWater Marine
In “Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now.,” OneWater Marine (ONEW) is linked, with no stored direction, medium confidence. Reason on file: GA selected ONEW as a RELATED security because its canonical security name directly matches this event's themes: marine. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How shipping news reaches Sonicshares Global Shipping Etf (BOAT)
Sonicshares Global Shipping Etf (BOAT) is the company in “Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now.,” the 11 Oct 2026 Shipping story.
The link for Sonicshares Global Shipping Etf (BOAT) is this: Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations
Ardmore Shipping (ASC) is here too. Its reason reads: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
The price range for Sonicshares Global Shipping Etf (BOAT), and the dates in the story
ASC traded between 17.21 and 20.50 across 20 sessions. The latest close on file is 18.50. BOAT traded between 50.36 and 55.24 across 20 sessions. The latest close on file is 51.63. DSX traded between 2.47 and 2.96 across 20 sessions. The latest close on file is 2.52.
How strong the case is around Sonicshares Global Shipping Etf (BOAT)
46 out of 100
“Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now.” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.