The Motley Fool

MAY 11, 2024

Context on Berkshire's Apple stake The value of Berkshire Hathaway's Apple stake was estimated at $135.4 billion shares of Apple between 2016 and 2018 at a split-adjusted price ranging from just $22.58 Here's some context on its Apple holdings, some justification for the sale, and how to approach the iPhone maker now.

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The Motley Fool

NOVEMBER 4, 2024

So, we can assume Buffett was largely responsible for these decisions in the third quarter: Berkshire sold about 100 million shares of Apple (NASDAQ: AAPL) during the third quarter, such that Buffett has now slashed the company's stake in Apple stock by 67% year to date. However, Apple is still the largest position in Berkshire's portfolio.

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Private Equity Insights

FEBRUARY 28, 2025

BGF initially backed the company in 2018, supporting its expansion and acquisition of Doncasters Precision Forge. Trive Capital, which has significant experience in aerospace and defence, has acquired a majority stake in IFA. Since then, IFA has more than doubled its annual revenues and expanded its production footprint.

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Private Equity Insights

FEBRUARY 27, 2025

Bain Capital acquired Rocket Software in 2018 at a $2bn valuation and has since expanded the business through acquisitions, including the $2.3bn purchase of OpenTexts software modernization unit last year. Some bidders may form consortiums to finance the acquisition. Can`t stop reading?

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The Motley Fool

JANUARY 8, 2024

Under the guidance of CEO Pat Gelsinger the last few years, Intel has been closing down non-strategic business lines and selling equity stakes in others to outside investors. It retains majority ownership of Mobileye at this point.

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Private Equity Insights

FEBRUARY 12, 2025

Key deals included selling its majority stake in Dutch generic drugmaker Synthon to Goldman Sachs’ alternative investment division, divesting its controlling stake in Canadian security firm GardaWorld, and listing Springer Nature AG in Germany. The firm has also restructured its governance to enhance efficiency.

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Private Equity Professional

MARCH 3, 2025

Source: Dutch Gold Honey New Water acquired Dutch Gold through its second fund, New Water Capital Partners II LP , with the founding Gamber family retaining a stake in the business. The company is known for pioneering the squeezable plastic honey bear container, which has become a widely recognized packaging format in the honey industry.

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The Motley Fool

OCTOBER 4, 2024

For instance, he's been adding to Berkshire's stake in integrated oil and gas stock Occidental Petroleum with some degree of regularity since 2022 began. We know this, because Berkshire would have needed to file Form 4 with the Securities and Exchange Commission since Buffett's company holds a greater than 10% stake in Occidental.

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The Motley Fool

NOVEMBER 4, 2024

The Oracle of Omaha has dumped more than a quarter of Berkshire's stake in BofA since mid-July Though no holding in Berkshire's 43-stock, $312 billion portfolio has been sold down more noticeably in 2024 than Apple , it's the recent and persistent selling activity in Bank of America (NYSE: BAC) that's rightly raising eyebrows on Wall Street.

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The Motley Fool

APRIL 19, 2024

But in 2018, it went public once again at about $23 per share (adjusted for subsequent stock splits ). 28, 2018, Dell returned to the stock market as a publicly traded company, but it wasn't a no-brainer buy. 3, 2018, Dell had a pro forma net loss of $1.2 The public history for Dell seemed to be over. Why Dell 2.0

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The Motley Fool

MAY 10, 2024

Berkshire's stake in integrated oil and gas stock Occidental has been added to with regularity over the past two years. Prior to midpoint of July 2018, buybacks could only be undertaken if the company's stock fell to or below 120% of book value. Long story short, not a cent in capital was put toward buybacks for a long time.

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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.

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The Motley Fool

APRIL 28, 2024

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. Ackman invested in the hotel operator in late 2018, significantly boosting his stake at the height of the pandemic, betting travel would eventually rebound.

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The Motley Fool

JULY 9, 2024

On June 17, Buffett and his investment aides, Todd Combs and Ted Weschler, made their most recent purchase and increased Berkshire's stake in Occidental to 255,281,524 shares. This nearly 29% stake has been built up by Buffett and his cohorts in just 30 months.

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The Motley Fool

DECEMBER 21, 2023

Berkshire first bought a stake in Apple in 2016 As amazingly as Berkshire Hathaway has performed, it hasn't been perfect. A growing portion of Berkshire's portfolio Berkshire's position in Apple hasn't changed much since 2018. It's added a few more to the position over the past few quarters, but the stake remains mostly unchanged.

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Private Equity Insights

JULY 12, 2024

Private equity firm KKR plans to cut its stake in Kokusai Electric, two people familiar with the matter said, cashing in after a blistering run for shares in the Japanese chip equipment maker. KKR, which holds around 43% of Kokusai’s shares, plans to sell about half of its stake to investors, one of the people said.

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The Motley Fool

MAY 17, 2024

This reduced the market value of Berkshire's stake in Apple to an estimated $144.5 Warren Buffett has purchased over $77 billion of his favorite stock since 2018 Collectively, Warren Buffett has put around $63 billion to work in these five core holdings. billion , as of the closing bell on May 10. Image source: Getty Images.

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Private Equity Insights

JANUARY 15, 2025

Kering, the luxury group behind Gucci and Saint Laurent, has sold 60% of its stakes in three prime Paris properties to French private equity firm Ardian for 837m. The properties in the deal include the historic Boucheron building, renovated in 2018, and flagship stores for Balenciaga and Valentino.

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The Motley Fool

OCTOBER 25, 2024

Meanwhile, Berkshire Hathaway is also required to file Form 4 with the SEC when purchases or sales are executed in a security that it owns at least a 10% stake in. Prior to July 2018, Buffett and his right-hand man Charlie Munger, who passed away last November, had their hands tied when it came to buybacks. Image source: Getty Images.

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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 As of the midpoint of 2018, Berkshire Hathaway's share repurchase program required the company's stock to trade at or below 120% of book value (i.e., Everything changed on July 17, 2018.

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The Motley Fool

SEPTEMBER 20, 2024

Buffett's well-publicized recipe for success has involved buying stakes in time-tested businesses that offer clear-cut competitive advantages and strong management teams. Prior to July 2018, Buffett was only allowed to buy back stock if his company's shares fell to or below 120% of their book value.

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The Motley Fool

AUGUST 9, 2024

The fair value estimate for Berkshire's position in Apple , as of the end of the second quarter, points to a nearly 50% reduction in Berkshire's stake in the tech giant. Prior to mid-July 2018, share buybacks were only allowed if Berkshire Hathaway's share price fell to or below 120% of its book value , as of the most recent quarter.

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Securities and Exchange Commission (SEC) Investing Banks Stakes 246

Private Equity Insights

NOVEMBER 16, 2023

Aston Martin F1 team sells stake to private equity firm at $1bn valuation. Earlier this year, Alpine sold a 24% stake in its F1 team to a consortium – which included actors and Wrexham AFC owners Ryan Reynolds and Rob McElhenney – that equated to the Enstone operation being worth £725m. While exact figures.

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The Motley Fool

JULY 23, 2024

But for select stocks -- those where Berkshire holds at least a 10% stake -- Buffett is required to show his proverbial hand anytime a move is made. A premium to book value of around 30% has also marked a top for BofA's stock on numerous occasions since the start of 2018. of Berkshire's stake, as of December 31.

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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. By the end of 2018, Berkshire had racked up just shy of 1 billion shares. between the end of 2018 and Feb. Image source: Getty Images. million shares.

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The Motley Fool

OCTOBER 19, 2024

That could lead to the first quarter where Buffett didn't buy back a single share since the board of directors changed the repurchase authorization in mid-2018. stake in the company at this point. Buffett didn't buy back a single share in June , and the stock has consistently traded higher in the third quarter.

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The Motley Fool

APRIL 11, 2024

Consequently, the total number of cigarettes shipped, which was almost 110 billion in 2018, fell to just over 76 billion in 2023. It abandoned that stake in 2023 following a $235 million settlement for 6,000 lawsuits related to alleged efforts to encourage teen vaping. That fell 2% in the last year and 4% from its 2018 revenue level.

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Private Equity Wire

NOVEMBER 15, 2024

Clearlake Capital and Blackstone acquired minority stakes in 2018 and 2020, respectively. Insight Partners initially acquired Diligent for $624m in 2016, taking it private from the New Zealand stock exchange.

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The Motley Fool

JULY 17, 2024

As of this writing, Berkshire's stake in Chubb was worth about $6.8 During the past year, he's bought about $2 billion worth of shares, bumping Berkshire's stake in it to 28.8%. Treasury bills and about 45% comes from its equity holdings, including a huge stake in Apple , it starts to look a lot less expensive.

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The Motley Fool

JULY 22, 2024

Share repurchases are increasing Berkshire's stake in Apple without Buffett or his crew having to do a thing. Prior to mid-July 2018, Buffett and Charlie Munger had their hands tied when it came to buybacks. Image source: Getty Images. Buffett has spent a small fortune buying shares of his favorite stock The estimated $31.3

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The Motley Fool

AUGUST 17, 2024

Since he took over in March 2018, the stock has risen by over 700%, almost six times the return the S&P 500 delivered over the same timeframe. In recent weeks, activist investor Elliott Management bought a substantial stake in Starbucks as a struggling economy led to declining same-store sales in the U.S. CMG data by YCharts.

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The Motley Fool

AUGUST 25, 2023

Data source: YCharts The chart above shows how Agree Realty and Vici Properties have performed in total returns since Vici's 2018 initial public offering (IPO) against the greater market as represented by the S&P 500. Your $2,000 stake should grow nicely in the years to come. and Vici Properties wasn't one of them!

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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

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The Motley Fool

MARCH 4, 2024

Warren Buffett has been adding to a core position and building up his stake in a value stock Throughout 2023, the Oracle of Omaha and his investment aides, Todd Combs and Ted Weschler, were very selective about their purchases. On July 17, 2018, everything changed for Buffett, Berkshire, and the company's shareholders.

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Securities and Exchange Commission (SEC) Investing Stakes Shareholders 246

The Motley Fool

AUGUST 26, 2024

Prior to mid-July 2018, buybacks were limited to instances where Berkshire's stock traded at or below 120% of book value. At no point for many years leading up to July 2018 had the company's stock fallen below this threshold, which meant no buybacks were undertaken. Why the big emphasis on stock buybacks by Warren Buffett and his team?

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Private Equity Professional

JANUARY 8, 2025

In late 2024, Wendel Group acquired a majority stake in Monroe Capital , and Third Point (Dan Loebs hedge fund) acquired AS Birch Grove. In late 2023, TPG bought Angelo Gordon , and going even further back, Eldridge Industries acquired a majority stake of Maranon Capital in 2019. trillion by 2030. [2]

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The Motley Fool

AUGUST 22, 2024

In the first quarter of 2024 (ended March 31), Berkshire sold around 13% of its Apple stake for tax reasons (according to Buffett). billion since 2018! Berkshire periodically sold small parcels of Apple stock over the years to lock in gains, but it really ramped up its selling in recent months. Berkshire has now spent $2.9

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