Berkshire Hathaway (BRK)

[behappyalways]

Buffett Sells More BofA Shares After Buybacks Push His Stake Back Above 10%
https://finance.yahoo.com/news/buffett- ... 37993.html

[behappyalways]

freezes buybacks....


Berkshire Hathaway’s cash fortress tops $300 billion as Buffett sells more stock, freezes buybacks
https://www.cnbc.com/2024/11/02/berkshi ... backs.html

[behappyalways]

Finally, it's not just AAPL that Buffett believes is overvalued and is aggressively dumping: the billionaire clearly believes the entire market is way expensive, and in the third quarter, Berkshire refused to repurchase any of its own shares, the first time it has done that since the company changed its buyback policy in 2018


Buffett Calls The Top: Berkshire Dumps 100 Million Apple Shares As Unprecedented Selling Spree Boosts Cash To Record $325 Billion Dollars
https://www.zerohedge.com/markets/buffe ... ling-spree

[winston]

not vested

Berkshire Hathaway's third-quarter results fell short of analyst expectations, with EPS underperforming consensus projections.

The company’s EPS of $4.68 is short of consensus estimates of $4.89.

“BRK posted below-expected 3Q24 EPS as catastrophe losses and unfavorable prior year development in a BHPG subsidiary weighed on insurance earnings,” said analysts at TD Cowen in a note.

Source: Phillips

[behappyalways]

Bank of America also fell out of favor.
Berkshire Hathaway sold another 23% in Q3, leaving less than 10% of its shares.
Buffett’s new love, Domino’s & Pool, both surged by more than 5% after the closing bell.

美銀也失寵 波克夏Q3再賣23% 持股剩不到10% 巴菲特的新歡 達美樂.Pool盤後雙雙勁揚逾5%｜非凡財經新聞｜20241115

https://m.youtube.com/watch?v=avBRdfZeqLA

[behappyalways]

Buffett Did Not Sell Any Apple This Quarter, Sold More BofA & Citi, Exited Ulta And Entered Constellation Brands: Full 13F
https://www.zerohedge.com/markets/buffe ... nd-entered

[behappyalways]

Warren Buffett sounds warning to Washington as Berkshire reports record profit, cash
https://www.reuters.com/business/warren ... 025-02-22/

[behappyalways]

Buffett has been selling stocks for a record 9 consecutive quarters, starting in late 2022
https://x.com/zerohedge/status/1893380560195658153

[winston]

not vested

Warren Buffett’s Berkshire Hathaway is planning to sell yen bonds in the global markets, after the billionaire revealed that the firm is looking to increase ownership in Japan’s five main trading houses.

The deal may come in the near future, subject to market conditions.

Berkshire in October sold its biggest-ever yen bond since its inaugural offering.

The potential yen bond deal comes after Buffett’s annual letter to shareholders in February signalled plans to increase holdings in the sector.

The veteran investor said in the letter that he had originally agreed to keep Berkshire’s stake below 10 per cent, but the companies have agreed to relax the ceiling “moderately” as it approaches the limit.

Source: Phillips

[winston]

85% of Warren Buffett’s $290 Billion Portfolio is Invested in These 12 Magnificent Stocks

by Sean Williams

Apple (AAPL): $67.2 billion (23.1% of invested assets).
American Express (AXP): $41.2 billion (14.2%).
Bank of America (BAC): $29 billion (10%).
Coca-Cola (KO): $28.3 billion (9.8%).
Chevron (CVX): $19.8 billion (6.8%).
Occidental Petroleum (OXY): $13.1 billion (4.5%).
Moody’s (MCO): $11.6 billion (4%).
Kraft Heinz (KHC): $9.8 billion (3.4%).
Chubb (CB): $8.1 billion (2.8%).
Mitsubishi (MSBHF): $7.2 billion (2.5%).
Itochu (ITOCF) (ITOCY): $6.5 billion (2.2%).
Mitsui (MITSF) (MITSY): $5.7 billion (2%).

Source: The Motley Fool

https://dailytradealert.com/2025/04/02/ ... nt-stocks/