Private Equity Insights

NOVEMBER 29, 2023

KKR initially acquired about 60% of Global Atlantic in February 2021 in a transaction valuing the retirement and life insurance company at roughly $4.7bn, joining other private equity firms in acquiring stakes in annuities providers. and became an independent company in 2013. Source: BNN Bloomberg Can’t stop reading?

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The Motley Fool

JULY 9, 2023

This is especially true of the asset management industry because of the enormous resources that individual investors and institutional investors such as pension funds and insurers have at stake. Having nearly tripled its quarterly dividend since 2013 to the current $5, the company has also handed out its share of payout hikes to shareholders.

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The Motley Fool

AUGUST 28, 2024

Its stake in Apple is worth $90.7 Berkshire's stake in AmEx totals close to $38.5 Two oil stocks round out the top six, Chevron and Occidental, with Berkshire's stakes totaling nearly $17.6 Buffett answered this question in his 2021 letter to Berkshire Hathaway shareholders. billion and $14.6 billion, respectively.

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The Motley Fool

APRIL 20, 2024

Great minds think alike Buffett made an intriguing revelation about his will to Berkshire Hathaway shareholders in his 2013 annual letter. Griffin's Citadel also has a stake in the Vanguard S&P 500 ETF. And both billionaires have pressed the easy button with one Vanguard ETF. He also put Berkshire's money where his mouth is.

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The Motley Fool

JULY 29, 2024

Berkshire (and therefore Buffett) owns stakes in the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the SPDR S&P 500 ETF Trust (NYSEMKT: SPY). million, while its stake in the SPDR ETF stands close to $21.4 Buffett's 2013 letter to Berkshire Hathaway shareholders also supports the premise that he likes the Vanguard ETF better.

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Exchange-Traded Funds Conglomerates Investing Stakes 246

The Motley Fool

MAY 3, 2024

annual shareholder meeting each year, look no further than the track record of longtime CEO Warren Buffett. in Warren Buffett's portfolio, tech stock Apple (NASDAQ: AAPL) , is the company he referred to as " a better business than any we own " during Berkshire Hathaway's 2023 annual shareholder meeting. Image source: The Motley Fool.

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The Motley Fool

OCTOBER 2, 2024

Caterpillar (NYSE: CAT) , Chevron (NYSE: CVX) , and ExxonMobil (NYSE: XOM) are three industry-leading behemoths that reward their shareholders with a blend of dividends, buybacks, and earnings growth. And it's not as if management has put a tremendous financial strain on the company in order to placate shareholders. compared to 132.1%

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The Motley Fool

OCTOBER 28, 2024

Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 In May, during Berkshire's annual shareholder meeting, Buffett suggested that corporate tax rates were likely to climb, and used this as something of a pivot to explain his company's recent selling of Apple stock. American Express: $40.9

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The Motley Fool

DECEMBER 22, 2023

At the end of the third quarter, the conglomerate's stake in VOO was worth slightly more than $17.5 Also, Buffett seemed to express his opinion in his 2013 letter to Berkshire Hathaway shareholders. In that 2013 letter, he emphasized that it's important to "keep your costs minimal." VOO certainly beats SPY on this front.

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The Motley Fool

APRIL 8, 2024

That situation added risk to Alibaba since Alibaba shares are not a direct ownership stake in the company. Although ADRs typically benefit shareholders, they become riskier if the odds of delisting rise. billion) in 2013 to 260 billion renminbi ($36 billion) in 2023, a 13-fold increase in 10 years. billion) last year.

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The Motley Fool

MAY 7, 2024

Apple has put $674 billion to work in a unique way for its shareholders Collectively, Apple has spent about $183.1 billion on R&D since fiscal 2013 began. billion in annual dividends to its shareholders -- Apple's board increased its distribution by $0.01 2013 : $22.95 Image source: Getty Images.

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The Motley Fool

SEPTEMBER 18, 2024

During Berkshire Hathaway's annual shareholder meeting in May, Buffett suggested that corporate tax rates were liable to increase in the future, and hinted at this thesis as his reasoning for selling a significant stake in Apple. Something else to keep in mind is that Berkshire's stake in Bank of America has fallen to 11.1%

Portfolios 245

Portfolios Investing Banks Stakes 245

The Motley Fool

DECEMBER 1, 2024

stake, respectively. The company has consistently paid dividends since 2013 but has not raised its payout in the past five years. Share repurchase programs, which enhance shareholder value by increasing the ownership stake of remaining investors, are utilized by both management teams but take a back seat to dividends.

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The Motley Fool

OCTOBER 7, 2024

The conglomerate's stake in the Vanguard ETF, though, is a little higher than its stake in the SPDR ETF. Buffett also mentioned Vanguard by name in his 2013 Berkshire Hathaway shareholder letter. For one thing, Berkshire Hathaway only holds positions in two ETFs (the other is the SPDR S&P 500 ETF Trust ).

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Exchange-Traded Funds Conglomerates Stakes Shareholders 130

The Motley Fool

JANUARY 19, 2024

billion stake. Since Berkshire's initial stake in Apple was opened during the first quarter of 2016, it's grown to almost 915.6 Apple is returning $15 billion in dividends to its shareholders each year and has repurchased more than $600 billion of its common stock since kicking off its buyback program in 2013.

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The Motley Fool

APRIL 19, 2024

Despite Berkshire Hathway having stakes in 45 stocks and two index funds, nearly 43% of invested assets are tied up in Apple. The Oracle of Omaha's love for Apple was professed during Berkshire's annual shareholder meeting last May, where Buffett commented that Apple is " a better businesses than any we own." Apple is doling out $14.8

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Portfolios Investing Banks Stakes 246

The Motley Fool

MAY 22, 2024

CEO Warren Buffett has delivered a greater than 5,000,000% aggregate return to his Class A shareholders (BRK.A) Note, I've excluded the two index funds Berkshire Hathaway holds small stakes in -- the SPDR S&P 500 ETF and Vanguard S&P 500 ETF -- because index funds represent baskets of securities and aren't themselves stocks.

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Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

DECEMBER 4, 2023

Warren Buffett explained the appeal of these ETFs in his 2013 letter to Berkshire Hathaway shareholders. Buffett wrote to Berkshire shareholders that he liked Vanguard's funds, almost certainly because of their low costs. With VBR, you'll get a stake in 840 small-cap stocks with especially attractive valuations.

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Exchange-Traded Funds Shareholders Stakes Assets 246

The Motley Fool

MARCH 8, 2024

These traits include buying stakes in brand-name businesses with strong management teams, as well as investing with a long-term mindset. Even after Buffett and his team reduced their company's stake in Apple by roughly 1% during the December-ended quarter, it still accounts for 44% of invested assets. Image source: The Motley Fool.

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The Motley Fool

AUGUST 23, 2024

However, the Oracle of Omaha and his team have dumped a significant percentage of their company's stake in Apple over the prior three quarters. billion spent on share buybacks during the company's fiscal third quarter (ended June 29, 2024), Apple has put a whopping $700 billion to work repurchasing its stock since the start of 2013.

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Portfolios Banks Investing Exchange-Traded Funds 246

The Motley Fool

JULY 22, 2024

Since kicking off its buyback program in 2013, the world's largest publicly traded company has bought back $674 billion worth of its common stock. Share repurchases are increasing Berkshire's stake in Apple without Buffett or his crew having to do a thing. Image source: Getty Images.

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The Motley Fool

SEPTEMBER 25, 2023

billion building his company's stake in BofA. Berkshire Hathaway is set to collect almost $992 million in dividend income from its BofA stake over the next 12 months. The company Buffett dubbed "a better business than any we own," during Berkshire's May 2023 annual shareholder meeting has an estimated cost basis of $36.3

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The Motley Fool

JULY 18, 2023

Buffett liquidated his Verizon Communications (NYSE: VZ) position last year and closed out his AT&T (NYSE: T) stake in 2016, letting T-Mobile represent the future of wireless communications. Berkshire has owned Visa stock since 2013, adding and removing a few million shares over time. The stake is worth roughly $2.02

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Stakes Banks Financial Services Shareholders 245

The Motley Fool

SEPTEMBER 18, 2023

Based on Berkshire's 13Fs, as well as the Oracle of Omaha's commentary during his company's latest annual shareholder meeting, it would appear that no stock is loved more than tech giant Apple (NASDAQ: AAPL). These buybacks are increasing Berkshire's stake in Apple without Buffett or his team having to lift a finger.

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The Motley Fool

MAY 24, 2024

Whereas the widely followed S&P 500 has delivered a hearty total return (including dividends paid) of around 34,700% since the Oracle of Omaha became CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett has generated aggregate returns in excess of 5,000,000% for his company's Class A shareholders.

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The Motley Fool

FEBRUARY 9, 2024

Lengthy books have been written that discuss some of his favorite investing philosophies, such as buying stakes in brand-name businesses with sustainable moats and holding these positions for lengthy periods. Despite Berkshire having stakes in 49 stocks , as of Sept. economy and investing. Berkshire Hathaway CEO Warren Buffett.

Portfolios 246

Portfolios Banks Investing Stakes 246

The Motley Fool

JULY 27, 2023

billion -- is the current value of Berkshire's stake in Chevron (NYSE: CVX). Berkshire also initiated a small stake (at least, a small one for Buffett) in Vitesse Energy (NYSE: VTS) in the first quarter. Earlier this month, Berkshire Hathaway Energy agreed to buy a 50% stake in a liquefied natural gas facility for $3.3

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Stakes Conglomerates Shareholders Companies 187

The Motley Fool

APRIL 5, 2024

They're more likely to own real estate and stakes in privately owned companies. Although you would struggle to own a direct stake in most privately held corporations, you can easily own a piece of a private equity firm specifically built from the ground up to hold such companies. Consider a stake in Rithm Capital (NYSE: RITM) as well.

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The Motley Fool

APRIL 5, 2024

While 13Fs would give investors the impression that tech titan Apple (NASDAQ: AAPL) is Buffett's unquestioned favorite stock -- Berkshire's Apple stake accounts for 42% ($155 billion) of invested assets -- a deeper dive into how Berkshire Hathaway puts its cash to work points to another even more beloved stock as the Oracle's cream of the crop. "A

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Securities and Exchange Commission (SEC) Stakes Shareholders Assets 130

The Motley Fool

MAY 13, 2024

During his company's annual shareholder meeting on May 4, the "Oracle of Omaha" confessed that all shares of media behemoth Paramount Global (NASDAQ: PARA) -- 63,322,491 shares, as of Dec. The "Oracle of Omaha" also pared back Berkshire's stake in Apple The Oracle of Omaha's selling didn't end with Paramount Global.

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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. DaVita Berkshire's stake in DaVita (NYSE: DVA) tops 41%. stake in Liberty SiriusXM Series A (NASDAQ: LSXMA) and a 25.9% stake in Liberty SiriusXM Series C (NASDAQ: LSXMK).

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Companies Conglomerates Stakes Shareholders 100

The Motley Fool

JANUARY 21, 2024

Coca-Cola has long focused on returning capital to shareholders through these payouts, which now sit at $0.46 Just because Warren Buffett, arguably the greatest investor ever, has a sizable stake in Coca-Cola doesn't automatically mean that you should too, even if the valuation is below the stock's trailing-five-year average.

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The Motley Fool

JANUARY 12, 2024

of invested assets) Although Buffett's company entered the new year holding stakes in 49 stocks , it's plainly evident that portfolio concentration in top ideas is a key strategy. During Berkshire Hathaway's annual shareholder meeting in May 2023, Buffett remarked that Apple is "a better business than any we own."

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Portfolios Investing Banks Stakes 246

Private Equity Insights

SEPTEMBER 13, 2023

Founded in 2013, Ramsay Sime Darby Health Care was set up to hold Sime Darby and Ramsay Health’s combined portfolio of hospitals in Southeast Asia. The Australian and Malaysian owners hold equal stakes in the venture. A representative for Sunway didn’t respond to requests for comment via emails and calls.

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The Motley Fool

SEPTEMBER 22, 2024

He seemed to be especially enthusiastic about Sirius XM Holdings (NASDAQ: SIRI) , increasing Berkshire's stake by 262%. In 2013, Buffett wrote to Berkshire Hathaway shareholders, saying his first step in evaluating whether to buy a stock is to "decide whether we can sensibly estimate an earnings range for five years out, or more."

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The Motley Fool

MARCH 29, 2024

This was originally a $10 billion stake, but Occidental has since redeemed $1.51 Even after Buffett and his aides pared down Berkshire's Apple stake by some 10 million shares during the fourth quarter, the nearly 905.6 Since initiating a buyback program in 2013, it has repurchased almost $651 billion worth of its common stock.

Banks 246

Banks Stakes Public Companies Assets 246

The Motley Fool

JULY 30, 2023

Since initiating its position in Canadian National Railway 10 years ago, the Bill & Melinda Gates Foundation has been a steady buyer of the stock, increasing its stake from 8.6 million shares in Q2 2013 to the current position of about 54.8 Currently, the foundation is the largest shareholder of Canadian National Railway stock.

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