The Motley Fool

MARCH 4, 2024

But a couple of months before that, investors get to leaf through the wisdom that courses through the pages of Buffett's annual letter to shareholders. Buffett wrote the following in the 2023 letter to shareholders: One investment rule at Berkshire has not and will not change: Never risk permanent loss of capital. annual meeting.

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The Motley Fool

NOVEMBER 24, 2023

sold $7 billion worth of public equity holdings , including its entire stake in United Parcel Service (NYSE: UPS). After all, UPS had a higher price-to-earnings ratio than Apple when Buffett began buying it in 2016. In Q3, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Image source: Getty Images.

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The Motley Fool

OCTOBER 23, 2024

1, 2023 through June 30, 2024, Berkshire's stake in Apple declined by more than 515 million shares , or 56%, to precisely 400 million shares. During Berkshire Hathaway's annual shareholder meeting in early May, he opined that the corporate tax rate would likely climb in the future. In a three-quarter period from Oct. 1 position.

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The Motley Fool

JUNE 27, 2024

It marks the first split in Broadcom's history, since being acquired by Avago Technologies in 2016. Rather, the stock-split stock I've more than quadrupled my stake in over the last two months is the only high-profile business to notify its shareholders of a coming reverse split. Image source: Getty Images.

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The Motley Fool

DECEMBER 21, 2023

First purchased by Berkshire in 2016, Apple is now the conglomerate's largest publicly held stock, making up 50% of its $313 billion investment portfolio. Berkshire first bought a stake in Apple in 2016 As amazingly as Berkshire Hathaway has performed, it hasn't been perfect. Image source: The Motley Fool. Here's why.

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The Motley Fool

AUGUST 13, 2023

Buffett first bought a stake in the iPhone maker in the first quarter of 2016. And after Berkshire was already a shareholder, the company launched the AirPods in September 2016. At the start of 2016, Apple's market capitalization was just under $600 billion, so it was the world's most valuable company then, too.

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Conglomerates Stakes Shareholders Capital 245

The Motley Fool

FEBRUARY 20, 2025

Ackman builds up sizable positions in select businesses with the hope of effecting corporate change and unlocking shareholder value. Based on data from 13F aggregate WhaleWisdom.com, Ackman's fund has been a continuous shareholder since the third quarter of 2016 and has an estimated cost basis in Chipotle of less than $9 per share.

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Stakes Initial Public Offering Hedge Funds Shareholders 130

The Motley Fool

JULY 7, 2024

He likes to invest in companies with steady growth, reliable profitability, strong management teams, and shareholder-friendly initiatives like dividend payments and stock buyback programs. Berkshire Hathaway owns a $2 billion stake in Amazon, representing just 0.5% Warren Buffett led the Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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The Motley Fool

FEBRUARY 25, 2024

Less than one year ago, he told Berkshire shareholders that Apple was "a better business than any we own." Since he first bought shares of the tech giant in the first quarter of 2016, Apple's market cap has increased by close to $2.2 Berkshire now owns a stake in Occidental Petroleum that's worth close to $14.9 Probably not.

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Stakes Shareholders Portfolios Returns 246

The Motley Fool

MAY 10, 2024

He etched his name into Wall Street history by going against hedge fund norms, acquiring significant stakes in just a few companies, and holding them for the long term. To close out 2023, Pershing Square held stakes in just eight stocks, but one stands head and shoulders above the rest. billion in assets under management.

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Hedge Funds Portfolios New York Stock Exchange Stakes 245

The Motley Fool

AUGUST 2, 2024

The Oracle of Omaha poured tens of billions of dollars into Apple stock between 2016 and 2018, amassing a huge stake in the iPhone maker. That stake is now worth around $173 billion. Treasury bill position far in excess of what conventional wisdom deems necessary," he wrote in his most recent letter to shareholders.

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Portfolios Investing Shareholders Stakes 246

The Motley Fool

OCTOBER 24, 2024

Plus, Berkshire is on track to earn $776 million in dividends from its Coca-Cola stake in 2024 alone. It spent approximately $38 billion acquiring shares in the iPhone maker between 2016 and 2023. billion on stock buybacks since 2018 Stock buybacks are Buffett's preferred way to return money to shareholders. But that's not all.

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Conglomerates Companies Stakes Shareholders 246

The Motley Fool

AUGUST 15, 2024

didn't make a lot of portfolio moves in the second quarter, but one of the few tweaks it did make was to dramatically ramp up its stake in the satellite radio provider. We don't know Buffett's rationale for ramping up his stake in one of this year's more disappointing performers in Berkshire Hathaway's stock portfolio.

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Stakes Shareholders Leveraging Portfolios 245

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. Buffett pointed to the value of his investment in Amex during his 2022 letter to shareholders.

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Portfolios Stakes Investing Banks 241

The Motley Fool

MAY 30, 2024

His fund first bought the stock during the second half of 2016, and it has earned considerable returns since that time. When Ackman's fund first bought its stock in 2016, Chipotle had a 10-year track record as a public company and had expanded to about 2,000 restaurants. Such principles may not turn a shareholder into a billionaire.

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Investing Shareholders Public Companies Stakes 234

The Motley Fool

NOVEMBER 16, 2024

If you're looking for a growth stock investor to follow, it's hard to find one more prolific than Masayoshi Son, the CEO and largest shareholder in Softbank (OTC: SFTBF), a massive diversified holding company based in Japan. Softbank took the company private in 2016 for $32 billion, and today that stake is worth roughly $130 billion.

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The Motley Fool

SEPTEMBER 14, 2023

Berkshire Hathaway , led by legendary investor Warren Buffett , first purchased shares of the tech giant in the first quarter of 2016, a decision that has proved to be remarkably lucrative. Today, Berkshire holds a $164 billion stake, so the iPhone maker represents 46% of its entire public equities portfolio.

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Portfolios Investing Stakes Prospects 246

The Motley Fool

FEBRUARY 18, 2024

Let's discuss Berkshire's stake in Apple, what Berkshire's moves could indicate about its thoughts on the market, and what you should do if you own or want to buy the tech stock. Berkshire's evolving Apple position Berkshire began acquiring Apple stock in 2016. Image source: Getty Images. As of the end of 2023, Berkshire held 905.6

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The Motley Fool

APRIL 28, 2024

The activist investor made his fortune by acquiring sizable positions in companies and pushing management to make positive changes that increase shareholder value. What sets Ackman apart from his hedge fund colleagues is that Pershing Square owns large stakes in just eight to 12 companies and generally holds them for years.

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Hedge Funds Portfolios Investors Resale 246

The Motley Fool

OCTOBER 24, 2024

Warren Buffett's investing skills have made shareholders of Berkshire Hathaway a lot of money over the years. Warren Buffett originally invested in the stock in 2016. Despite reducing the stake this year, it's apparent that Buffett still likes Apple's business. Berkshire has held a stake in Amazon since 2019.

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Stakes Leveraging Shareholders Returns 246

The Motley Fool

AUGUST 6, 2023

In his 1988 annual letter to shareholders, Buffett penned that when it comes to owning outstanding businesses with excellent management, "our favorite holding period is forever." As for why Buffett's love grew for Apple, the company returns an incredible amount of capital to its shareholders in the form of dividends and share buybacks.

Stakes 246

Stakes Debt Leveraging Shareholders 246

The Motley Fool

JULY 11, 2024

Adding an accelerant Brookfield Renewable and some partners (its parent, Brookfield Asset Management , and Singapore's state investment company Temasek) recently struck a deal to acquire a majority stake in Neoen from some of its largest shareholders.

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The Motley Fool

MARCH 10, 2024

Prior to the IPO, Arm had been owned by Softbank Group (OTC: SFTBF) , which took the company private back in 2016. Softbank could also retain its entire stake, as Arm looks like its most promising play on the AI boom at the moment. What to expect from Arm's lockup expiration Less than 10% of Arm's 1.03 Softbank sold 95.5 of the stock.

Stakes 245

Stakes Shareholders Returns Companies 245

The Motley Fool

APRIL 1, 2024

Berkshire is not big on newcomers," he jokes in his most recent annual letter to shareholders. Buffett initially started accumulating shares of Apple between 2016 and 2018. Buffett called Apple "a better business than any we own," at Berkshire's annual shareholder meeting last year. Apple ($155.3

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Investing Shareholders Stakes Taxes 246

The Motley Fool

AUGUST 22, 2024

Berkshire slashed its largest position by half Berkshire spent around $38 billion acquiring shares in iPhone maker Apple between 2016 and 2023. In the first quarter of 2024 (ended March 31), Berkshire sold around 13% of its Apple stake for tax reasons (according to Buffett). Image source: The Motley Fool. Berkshire has now spent $2.9

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Conglomerates Stakes Taxes Shareholders 246

The Motley Fool

JULY 27, 2023

At Berkshire's annual shareholders' meeting in 2018, he explained why he didn't own Amazon shares despite speaking highly of the company, the management team, and the stock. Of course, Buffett also got over his psychological hitch and gave the go-ahead to a billion-dollar Amazon investment before the next shareholder meeting.

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Stakes Shareholders Portfolios Investors 237

Private Equity Insights

NOVEMBER 14, 2023

Café bar chain Joe & the Juice has secured an agreement with private equity firm General Atlantic which will see the firm hold a majority stake in the company. General Atlantic has been a minority stakeholder in Joe & the Juice since 2016. It also aims to reduce its debt pile.

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Stakes Private Equity Firms Private Equity Firms Debt 130

The Motley Fool

APRIL 28, 2024

In total, there are nearly four dozen stocks in which the conglomerate has a stake. Warren Buffett first purchased this " Magnificent Seven " stock in the first quarter of 2016. In fact, in surprising fashion, the business posted an 8% revenue drop in fiscal 2016 after sales jumped 28% the previous year.

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Portfolios Conglomerates Investing Stakes 189

Private Equity Wire

AUGUST 8, 2024

Private asset manager Bridgepoint has exited its majority investment in sports nutrition company Vitamin Well with a sale to international private equity firm Cinven, which is now the company’s largest shareholder and lead investor. Bridgepoint will retain a significant minority shareholding in Vitamin Well.

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Stakes Private Equity Firms Private Equity Firms Asset Management 98

The Motley Fool

AUGUST 13, 2024

Bank of America You're probably aware that Warren Buffett's Berkshire Hathaway has been scaling back its stake in Bank of America (NYSE: BAC) in a big way. In this same vein, Berkshire's also recently sold a bunch of its stake in Apple , which is by far its single biggest position. Realty Income's focus, however, is retail properties.

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Banks Stakes Prospects Taxes 246

The Motley Fool

SEPTEMBER 16, 2024

for shareholders. For example, he put a lot of money into Apple (NASDAQ: AAPL) between 2016 and 2018, spending around $36 billion on that stock over the period. 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.

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Portfolios Investing Taxes Banks 246

The Motley Fool

JANUARY 21, 2024

Buffett acknowledged in last year's shareholder letter that stakes in Coca-Cola (NYSE: KO) and American Express (NYSE: AXP) , which Berkshire Hathaway has held for decades, have provided it with billions of dollars in unrealized gains from share price appreciation that was partially powered by their growing dividends.

Stakes 246

Stakes Conglomerates Shareholders Leveraging 246

The Motley Fool

JUNE 3, 2024

So, let's look at Alphabet's recent performance, management's new plan to return capital to shareholders, and whether the company is poised for growth or disruption. Alphabet is returning capital to shareholders Due to Alphabet's strong financial performance, the company has an immaculate balance sheet , including $96 billion in net cash.

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Shareholders Capital Stakes Returns 236

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.

Stakes 244

Stakes Shareholders Assets Accounting 244

The Motley Fool

AUGUST 17, 2024

The well-known activist, who describes himself as a fundamental value investor, made a name for himself by taking sizable stakes in companies and pushing leaders to make changes that increase shareholder value. Pershing Square holds more than 23 million shares of Restaurant Brands International (NYSE: QSR) , in a stake worth $1.6

Portfolios 244

Portfolios Stakes Hedge Funds Investors 244

The Motley Fool

DECEMBER 23, 2023

Jazwares was acquired by Alleghany Corporation in 2016. But Berkshire Hathaway shareholders do have advantages over those who are invested in index funds. Second, Berkshire Hathaway often repurchases its shares when it believes they're cheap, providing an extra boost to shareholders that index fund investors don't get.

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Initial Public Offering Stock Market Stock Market Conglomerates 246

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. The stake is worth roughly $2.02 However, Berkshire's only direct investment in the telecom industry doesn't pay a dividend. billion today.

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Stakes Banks Financial Services Shareholders 245