The Motley Fool

OCTOBER 24, 2024

That's twice as much as the conglomerate has invested in any single company in its entire history. 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 worth of Berkshire stock.

Conglomerates 246

Conglomerates Companies Stakes Shareholders 246

The Motley Fool

JULY 13, 2024

Buffett's biggest contrarian bet Chevron (NYSE: CVX) ranks as Berkshire Hathaway 's fourth-largest holding, with the conglomerate's position worth nearly $19.1 Sure, Buffett trimmed Berkshire's stake in Chevron by 2.5% The conglomerate's stake in Occidental Petroleum is worth nearly $15.7 earlier this year. of Occidental.

Conglomerates 243

Conglomerates Stakes Shareholders Portfolios 243

The Motley Fool

JUNE 14, 2023

While Buffett still runs Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , the firm that he took over in 1965 and built into one of the largest conglomerates in the world, he now has many other investors that work with him at Berkshire and have their own autonomy including Todd Combs and Ted Weschler. if Berkshire wanted to.

Conglomerates 264

Conglomerates Stakes Investing Asset Management 264

The Motley Fool

AUGUST 5, 2024

That's despite some significant sales from the Oracle of Omaha over the past three quarters, including about half Berkshire’s stake in the second quarter. In 2023, he called Apple "a better business than any we own," referencing the portfolio of wholly owned companies that fall under the Berkshire Hathaway conglomerate.

Conglomerates 242

Conglomerates Stakes Prospects Portfolios 242

The Motley Fool

JANUARY 11, 2024

Much of the conglomerate's success has been the result of smart stock picking by Buffett -- or as he would prefer to say, business picking. Berkshire first initiated a stake in Paramount Global in the first quarter of 2022. The conglomerate now owns over 15% of Paramount, with its stake worth close to $1.3

Conglomerates 244

Conglomerates Stakes Banks Shareholders 244

The Motley Fool

NOVEMBER 28, 2023

latest 13F filing revealed that the conglomerate trimmed its stake in Amazon by roughly 5%. However, Buffett said that several of the conglomerate's major equity holdings were overseen by the two investment managers. Of course, it's possible that Buffett became personally involved with the Amazon stake later.

Conglomerates 246

Conglomerates Stakes Shareholders Portfolios 246

The Motley Fool

MAY 23, 2024

The conglomerate owns substantial positions in private and public success stories like GEICO, Coca-Cola , and even Apple. Even better, Amex stock makes Berkshire money just for owning it, paying Berkshire $364 million in dividends in 2023 alone. That's just one of the conglomerate's many success stories. billion in 2023.

Conglomerates 233

Conglomerates Stakes Banks Portfolios 233

The Motley Fool

OCTOBER 9, 2024

The conglomerate's success stems from Buffett's simple investment strategy : He likes companies with steady growth, robust profitability, strong management teams, and shareholder-friendly initiatives like stock buyback programs and dividend schemes. Berkshire spent approximately $38 billion buying Apple stock between 2016 and 2023.

Conglomerates 246

Conglomerates Portfolios Investing Stakes 246

The Motley Fool

JULY 7, 2024

That strategy is working: Berkshire delivered a 4,384,748% return between 1965 and 2023. But three stocks Berkshire already owns are set to benefit tremendously from AI, and they account for more than 45% of the conglomerate's entire $398.7 Berkshire Hathaway owns a $2 billion stake in Amazon, representing just 0.5%

Portfolios 246

Portfolios Conglomerates Initial Public Offering Investing 246

The Motley Fool

APRIL 17, 2024

The claims piled onto the already struggling stock, which had previously been a longtime holding of Warren Buffett's conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Buffett and his team have an excellent track record of evaluating management, which is a big reason for the conglomerate's long-term success.

Conglomerates 246

Conglomerates Portfolios Law Firms Investors 246

The Motley Fool

AUGUST 31, 2024

As Chairman and CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett is in charge of managing the bulk of the conglomerate's equity portfolio. Buffett did just that when he started selling Apple (NASDAQ: AAPL) shares in the fourth quarter of 2023. The stock remains close to 30% of the conglomerate's portfolio.

Conglomerates 246

Conglomerates Taxes Stakes Leveraging 246

The Motley Fool

APRIL 27, 2024

Shares of the Japanese conglomerate have skyrocketed over 40% this year. Berkshire owns stakes of roughly 9% in five Japanese trading companies. However, when Berkshire owns a stake in a company, Buffett owns a stake too. That could be a smart decision. Mitsubishi's business spans a wide range of industries.

Stakes 246

Stakes Conglomerates Financial Services Shareholders 246

The Motley Fool

AUGUST 14, 2024

Warren Buffett's diversified conglomerate generated those steady returns even as inflation, elevated interest rates, and geopolitical conflicts rattled the broader markets. Its wholly owned insurance underwriting and insurance-investment subsidiaries generated 40% of its total operating earnings in 2023. billion $9.57 billion $5.09

Conglomerates 246

Conglomerates Enterprise Values Exchange-Traded Funds Leveraging 246

The Motley Fool

FEBRUARY 4, 2024

The conglomerate first started buying shares in the iPhone maker during the first quarter of 2016. stake in Apple thanks to its holding of nearly 916 million shares. This sizable cash infusion would only exacerbate the conglomerate's problem. Many people believe that Warren Buffett is the greatest investor ever.

Conglomerates 246

Conglomerates Stakes Capital Returns 246

The Motley Fool

JULY 19, 2023

Buying a stake in Activision proved to be a lucrative move for Berkshire. By the end of 2022, its stake had been trimmed to 6.7%. The giant conglomerate's stake was reduced to only 1.9%. However, Buffett later personally entered the fray and increased Berkshire's stake in Activision. of Activision.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mergers and Acquisitions Stakes Conglomerates 246

The Motley Fool

FEBRUARY 28, 2024

billion -- but it also paid Berkshire $736 million in dividends in 2023. But that's just one of the conglomerate's many success stories. Berkshire now has a full ownership stake in a number of famous businesses including Dairy Queen, Duracell, and GEICO. billion worth of Berkshire's shares in 2023. million today.

Conglomerates 246

Conglomerates Banks Stakes Prospects 246

The Motley Fool

JUNE 23, 2024

More recently, he made what may be a once-in-a-generation bet on Southeast Asian conglomerate Sea Limited (NYSE: SE) after having sold most of his shares in 2022. The company also limited Garena's revenue decline to 15% for Q1, a notable improvement considering Garena's 44% year-over-year revenue drop in 2023.

Conglomerates 243

Conglomerates Stakes Financial Services Shareholders 243

The Motley Fool

JANUARY 15, 2024

The Nasdaq-100 was sizzling hot in 2023, skyrocketing nearly 54%. Sure, shares of the giant conglomerate jumped 15%. Buffett's stake in Amazon (NASDAQ: AMZN) is much smaller. The telecommunications company is a relatively small position for Buffett, with Berkshire's stake currently worth around $850 million.

Conglomerates 245

Conglomerates Stakes Portfolios Banks 245

The Motley Fool

DECEMBER 17, 2023

That was the year Berkshire began building an enormous stake in Apple (NASDAQ: AAPL) , which has quickly become the conglomerate's largest holding. Apple's stock price has risen a stunning 627% since the end of the first quarterly period that Berkshire disclosed its stake in the company. The stock offers an uninspiring 0.5%

Portfolios 246

Portfolios Stakes Conglomerates Banks 246

The Motley Fool

DECEMBER 15, 2023

Warren Buffett manages a massive stock portfolio worth about $366 billion for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , but he's been slowly culling his equity positions in 2023. The conglomerate still holds a substantial stake in HP, but it wouldn't be a surprise if Buffett continued cutting its position. The sale of 46.4

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Conglomerates Stakes Banks 246

The Motley Fool

MARCH 2, 2024

billion in the fourth quarter of 2023 from only $300 million in the prior-year period. 31, 2023, compared to an outflow of $11.6 Lennar Berkshire exited its stake in one major U.S. homebuilder in the fourth quarter, but the conglomerate's portfolio still includes two homebuilders. at the end of 2023.

Conglomerates 244

Conglomerates Prospects Shareholders Stakes 244

The Motley Fool

OCTOBER 21, 2024

In particular, the conglomerate's decision to sell much of its stake in Apple (NASDAQ: AAPL) this year caused some to scratch their heads. But Buffett's conglomerate has sold stock over the last three quarters, through the second quarter of 2024. (It The company sold 10 million shares of Apple in the fourth quarter of 2023, 116.2

Conglomerates 246

Conglomerates Banks Stakes Taxes 246

The Motley Fool

AUGUST 25, 2023

Warren Buffett's masterpiece is a well-diversified conglomerate that should continue to generate solid returns for its shareowners long after the legendary investor retires. Iger could look to sell Disney's 80% stake in ESPN. Iger is reportedly also considering an acquisition of Comcast 's one-third stake in Hulu.

Stakes 246

Stakes Conglomerates Shareholders Assets 246

The Motley Fool

JANUARY 3, 2024

His conglomerate, Berkshire Hathaway , has grown into one of the world's largest companies, owning dozens of privately held businesses as well as stakes in an array of public corporations. That's a solid deal with the stock trading at 26 times 2023 estimated earnings. per share in 2023. But Visa's growth isn't over.

Conglomerates 246

Conglomerates Initial Public Offering Banks Accounting 246

The Motley Fool

AUGUST 25, 2023

If you have $100 available to invest, look no further than the conglomerate of all conglomerates. Holdings as of June 30, 2023. When a company buys back its shares, investors' earnings per share increase, ownership stakes increase, and investors are rewarded in a more tax-friendly way than with a dividend.

Investing 244

Investing Conglomerates Banks Shareholders 244

The Motley Fool

AUGUST 16, 2023

We already knew that Warren Buffett wasn't a big buyer of stocks in the second quarter of 2023. Q2 update last week revealed the conglomerate was a net seller of stocks to the tune of nearly $8 billion. Buffett (through Berkshire) completely exited three positions and reduced Berkshire's stake in five stocks. million $726.5

Prospects 243

Prospects Conglomerates Stakes Banks 243

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. Berkshire holds an aggressive stake in Apple because it can.

Portfolios 245

Portfolios Stakes Conglomerates Investing 245

The Motley Fool

MAY 12, 2024

With a market cap of about $877 billion, there are only so many investments that can move the needle for the conglomerate. The tracking stocks are designed to reflect Liberty Media's stake in Sirius XM (NASDAQ: SIRI) , of which it owns 83%. Buffett also added a small amount to his stake in Occidental Petroleum (NYSE: OXY).

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

MARCH 20, 2024

In 2023, the company's combustible division, which is predominantly composed of cigarettes, generated 81% of revenue. In 2023, volume in the combustible division fell 5.5%. British American Tobacco is rumored to be in the process of selling a sizable stake in Indian conglomerate ITC, which itself has a sizable cigarette operation.

Stakes 246

Stakes Conglomerates Prospects Debt 246

The Motley Fool

SEPTEMBER 26, 2023

Back in 2016, Japanese investment conglomerate SoftBank Group acquired Arm. SoftBank only sold about a 10% stake in Arm, and a long list of Arm customers lined up as buyers (likely to secure future access to Arm chip architecture, should another big buyer like SoftBank try to assert control over Arm). And then there's the valuation.

Conglomerates 246

Conglomerates Initial Public Offering Stakes Shareholders 246

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. In dollar terms, $1,000 invested in Berkshire stock in 1965 would have grown to $43 million by the end of 2023. Apple: 44.8%

Portfolios 246

Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

SEPTEMBER 28, 2024

Between 1965 and 2023, the conglomerate's portfolio earned average annual returns of 20%, well above the 10% average return of the S&P 500. T-Mobile has grown to the point where it can now match its peers and offer a dividend (started in December 2023). It increased the dividend by 35% recently so it now totals $3.52

Conglomerates 234

Conglomerates Banks Stakes Portfolios 234

The Motley Fool

JANUARY 21, 2024

Contributing to those returns was the growing value of Berkshire's stock holdings -- a portfolio worth $318 billion at the end of 2023's third quarter. These two stakes, along with its massive stake in Apple (NASDAQ: AAPL) , are set to provide the conglomerate with nearly $2 billion in dividend income over the next year.

Stakes 246

Stakes Conglomerates Shareholders Leveraging 246

The Motley Fool

AUGUST 14, 2023

However, Buffett's stake in Nu is somewhat unexpected. BYD BYD (OTC: BYDD.F) (OTC: BYDDY) is a Chinese manufacturing conglomerate. Berkshire Hathaway owns 9% of BYD and had an even larger stake in the past. At least, her Ark Invest ETFs own larger stakes in the three other stocks. automakers.

Stakes 246

Stakes Conglomerates Banks Portfolios 246

The Motley Fool

OCTOBER 8, 2024

His nearly halving of Berkshire's stake was especially notable because Buffett has praised the company's business and management for years. Although the stock is still the conglomerate's third largest holding, Buffett doesn't seem to be as enamored with the big bank as he once was. Snowflake impresses on this front, too.

Conglomerates 246

Conglomerates Banks Stakes Prospects 246

The Motley Fool

DECEMBER 11, 2023

However, he could be in for some great news if they're right about one of the conglomerate's holdings. The conglomerate picked up shares of the two tracking stocks in the third quarter of 2023 via spinoffs from its stakes in other Liberty Media stocks. shares is $56.

Conglomerates 246

Conglomerates Banks Prospects Stakes 246

The Motley Fool

JANUARY 21, 2024

Admittedly, though, their stakes in this stock are fairly small. While Berkshire initiated a position in Amazon in 2019, Buffett acknowledged at the time that the decision was made by one of the conglomerate's two investment managers. Buffett's Berkshire Hathaway trimmed its position a little in Amazon in the third quarter of 2023.

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Stakes Prospects 246