The Motley Fool

JULY 13, 2024

Over that 59-year stretch, he steered the conglomerate to average annual returns of 19.8%, which is nearly twice the average annual return delivered by the S&P 500 index over the same period. It's right in the wheelhouse of a patient long-term investor like Buffett , which is why Berkshire has owned the stock since 2011.

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The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Recently though, Berkshire trimmed about 12% of its stake in BofA. Image source: The Motley Fool.

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The Motley Fool

SEPTEMBER 16, 2024

At one point, Berkshire Hathaway's Apple stake grew to become about 50% of its equity portfolio, but Buffett has been selling the stock lately. But Buffett's decision to trim his Apple stake also suggests he views the shares as fairly valued or at best, only slightly undervalued relative to their intrinsic value.

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The Motley Fool

DECEMBER 3, 2023

Berkshire ultimately bought $5 billion worth of Bank of America's preferred stock in 2011 and secured the opportunity to purchase 700 million additional shares of common stock through exercisable warrants at a price of $7.14 of Berkshire Hathaway's portfolio, BofA stands as the investment conglomerate's second-largest stock holding.

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The Motley Fool

MARCH 24, 2024

But as much as Buffett likes Apple, Berkshire Hathaway has bigger stakes in other businesses as a percentage of their outstanding shares. Buffett's conglomerate owns over 25% of these four companies. DaVita Berkshire's stake in DaVita (NYSE: DVA) tops 41%. stake in Liberty SiriusXM Series A (NASDAQ: LSXMA) and a 25.9%

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The Motley Fool

SEPTEMBER 15, 2024

He acquired his first stake in it in the 1960s amid a bit of a crisis for the company at the time. Today, Berkshire's stake in AmEx is worth more than $36.8 But in 2011, Buffett tried again. Berkshire also received warrants, allowing the conglomerate to purchase 700 million shares at a strike price of $7.14

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The Motley Fool

SEPTEMBER 16, 2024

That's the position Bank of America (NYSE: BAC) has found itself in after the conglomerate unloaded more than $7.2 We also know that in 2011 Berkshire got warrants equivalent to 700 million common shares at a strike price of $7.14. But it can also attract some unwanted attention if Buffett and Berkshire start to sell a stock.

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Banks Hedge Funds Conglomerates Liabilities 130

The Motley Fool

AUGUST 9, 2024

Warren Buffett's Berkshire Hathaway is known for having huge stakes in companies like Apple , Coca-Cola , and Bank of America. But the conglomerate also has much smaller positions. In 2011, the Durbin Amendment, which was passed as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act, went into effect.

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Mr. Money Mustache

AUGUST 22, 2020

Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. When you do this, you are buying a stake in 3500 companies at once(!) , which is both impressive and overwhelming. How do you even know what you are holding?

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Pension Pulse

MAY 22, 2024

billion in NetCo, Italy's largest fixed telecoms network; and the sale of its stake in the Hohe See and Albatros wind farms off the shores of Germany for $374 million in proceeds. Invested C$534 million in KPN, bringing our ownership stake to 2.9%. Japan, increasing our ownership stake to 3%. stake in Pushpay Holdings Ltd.,

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Investing Pension Funds Stakes Assets 59

The Motley Fool

DECEMBER 22, 2024

For retail investors, the conglomerate's massive stock portfolio can be a great place to start looking for investing ideas. With a stake valued at more than $25 billion, the beverage giant is Berkshire Hathaway's fourth-largest stock holding, accounting for close to 9% of the investment portfolio.

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Conglomerates Stakes Portfolios Stock Market 239

The Motley Fool

OCTOBER 17, 2024

In 2020, Berkshire Hathaway held stakes in U.S. He exited the JP Morgan position that year, closed out the Wells Fargo stake in 2022, and sold his last share of U.S. It's extremely solid, and management has done an admirable job of turning it around since Buffett made his initial $5 billion investment in 2011.

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Banks Taxes Stakes Conglomerates 246

The Motley Fool

JULY 23, 2024

Buffett's stock moves are usually disclosed in his conglomerate Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) Still, this is the first sale of the stock by Buffett since 2019, when he trimmed the stake for regulatory reasons, before Berkshire received permission to own more than 10% of the stock.

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Banks Taxes Conglomerates Stakes 246

The Motley Fool

NOVEMBER 9, 2024

Sirius XM Holdings (33% stake) Berkshire owns 33% of the digital audio company Sirius XM Holdings (NASDAQ: SIRI) , and it's the 15th largest position in the conglomerate's equities portfolio. He seems to have a much higher conviction in the name after increasing his stake in the company by close to 940% in October alone.

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