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. Berkshire possesses an unrivaled collection of cash-producing assets, including more than 60 operating subsidiaries. Iger has some big decisions to make.

Stakes 246

Stakes Conglomerates Shareholders Assets 246

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.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Initial Public Offering 130

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

Private Equity Insights

DECEMBER 1, 2023

is reviewing strategic options for its majority stake in SK Shipping Co., is working with financial advisers as it weighs a potential partial or full sale of its stake, the people said, asking not to be identified because the matter is private. Its sales were $1.8bn last year, while assets stood at $5.5bn. Hahn & Co.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Buyout 130

The Motley Fool

MARCH 19, 2025

Assets that are easy to passively own, conversely, generally produce weaker results. Given enough time, shares of this buy-and-hold-minded conglomerate reliably outperform the S&P 500 (SNPINDEX: ^GSPC) even though they seemingly shouldn't. Where to invest $1,000 right now? Learn More Better still, it's likely to continue doing so.

Mutual Funds 244

Mutual Funds Conglomerates Business Development Companies Stakes 244

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

AUGUST 18, 2024

Should you be concerned that Buffett sold nearly 9% of Berkshire's stake in Bank of America in the second quarter of 2024? Note, though, that the Japanese conglomerate trades via two over-the-counter stocks. Berkshire owns stakes in five Japanese conglomerates. He likes the company's massive oil and gas assets in the U.S.

Conglomerates 189

Conglomerates Banks Stakes Shareholders 189

The Motley Fool

JUNE 23, 2024

The conglomerate hasn't sold shares of either ETF since then. Granted, Buffett hasn't directly profited very much from Nvidia's gains via Berkshire's stakes in these two S&P 500 index ETFs. The SPDR S&P 500 ETF Trust is the largest ETF based on assets under management , while the Vanguard S&P 500 ETF ranks third.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Conglomerates Stakes 246

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.

Portfolios 246

Portfolios Investing Taxes Banks 246

The Motley Fool

JANUARY 31, 2024

The conglomerate's stake is currently worth close to $175.9 Berkshire's stake in the e-commerce and cloud services giant is currently worth around $1.6 Berkshire's subsidiary, New England Asset Management (NEAM), has a separate portfolio. Like Berkshire, NEAM has a stake in Apple.

Stakes 246

Stakes Conglomerates Investing Asset Management 246

The Motley Fool

APRIL 20, 2024

The conglomerate's portfolio owns dozens of stocks but also features two ETFs. Griffin's Citadel also has a stake in the Vanguard S&P 500 ETF. Why this Vanguard ETF is so popular The Vanguard S&P 500 ETF ranks as the third-largest ETF on the market with over $430 billion in assets under management.

Hedge Funds 246

Hedge Funds Exchange-Traded Funds Conglomerates Stock Exchanges 246

The Motley Fool

MAY 8, 2024

Many investors, including Berkshire CEO Warren Buffett, would love to find an attractive way to invest that capital, but the conglomerate has had no such luck. And maybe investors should be patient, as a large amount of cash is a more attractive asset than it was a few years ago.

Taxes 245

Taxes Conglomerates Stakes Capital 245

The Motley Fool

DECEMBER 15, 2023

The conglomerate still holds a substantial stake in HP, but it wouldn't be a surprise if Buffett continued cutting its position. The conglomerate's balance sheet showed another $30.8 The sale of 46.4 million shares likely generated about $1.3 billion based on HP's average stock price during November. Treasuries.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Conglomerates Stakes Banks 246

The Motley Fool

MARCH 20, 2024

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. The best part of the story, however, is that British American Tobacco isn't planning to sell its entire stake in ITC. This is where things get interesting.

Stakes 246

Stakes Conglomerates Prospects Debt 246

Private Equity Wire

SEPTEMBER 26, 2024

Buyout firm L Catterton, backed by luxury conglomerate LVMH, is to acquire a majority stake in the pilates studio operator Solidcore from VMG Partners, Peterson Partners, and Kohlberg & Company in a deal that values the fitness chain at $700m, according to a report by Reuters.

Stakes 98

Stakes Conglomerates Buyout Startups 98

The Motley Fool

SEPTEMBER 23, 2023

The entertainment conglomerate also owns Marvel, Pixar, Star Wars , ESPN, ABC, Hulu, and a slew of cable networks, including those it gained from Fox in its 2018 deal. Disney has stressed that the talks are preliminary and that it may not sell ABC or any of the related assets. Image source: Disney.

Assets 246

Assets Conglomerates Bidding Debt 246

The Motley Fool

SEPTEMBER 4, 2024

It also has recently exercised opportunities to convert its loans into equity stakes too, soon to include players in lucrative markets like the U.S. Its transition from cannabis company to the conglomerate that it is today was not guaranteed. Should you invest $1,000 in SNDL right now?

Conglomerates 243

Conglomerates Shareholders Stakes Assets 243

The Motley Fool

AUGUST 5, 2023

Berkshire's stake in Bank of America currently stands at around $31.8 While that's enough to make it the second-biggest stock in the conglomerate's portfolio, it owns a lot more of another asset -- U.S. However, the bank actually isn't Buffett's second-largest position. Treasuries.

Conglomerates 246

Conglomerates Banks Debt Stakes 246

The Motley Fool

MARCH 23, 2024

It's by far the biggest position for Berkshire, accounting for nearly 43% of the conglomerate's portfolio. Berkshire Hathaway's subsidiary, New England Asset Management (NEAM), manages its own investment portfolio. Berkshire Hathaway's subsidiary, New England Asset Management (NEAM), manages its own investment portfolio.

Hedge Funds 246

Hedge Funds Conglomerates Asset Management Stakes 246

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 The other is assets under management (AUM). I think the evidence points to the Vanguard 500 Index Fund ETF. For one thing, Berkshire owns a little more of the Vanguard ETF than it does of the SPDR S&P 500 ETF Trust.

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Taxes Shareholders 246

The Motley Fool

SEPTEMBER 11, 2023

Berkshire Hathaway's portfolio has stakes in a number of big-time dividend stocks, including energy company Chevron (NYSE: CVX) , healthcare conglomerate Johnson & Johnson (NYSE: JNJ) , and money-center bank Citigroup (NYSE: C). In 1988, Warren Buffett began building Berkshire Hathaway's stake in beverage stock Coca-Cola (NYSE: KO).

Conglomerates 246

Conglomerates Stakes Banks Shareholders 246

The Motley Fool

NOVEMBER 29, 2023

Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. 14, money managers with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission (SEC). Despite still having stakes in more than 100 securities, as of Sept.

Securities and Exchange Commission (SEC) 242

Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

FEBRUARY 12, 2024

Over the last couple of years, he's built up a 28% stake in Occidental Petroleum (NYSE: OXY) for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Management plans to divest non-core assets to accelerate the paydown of that debt. That makes it one of Berkshire's top holdings, just behind fellow oil and gas company Chevron (NYSE: CVX).

Conglomerates 240

Conglomerates Enterprise Values Debt Amortization 240

The Motley Fool

FEBRUARY 4, 2024

Berkshire owns dozens of companies outright and has stakes in several private businesses. Valuing the insurance business alone by its float, which would be ultra-conservative, would make this asset worth around 20% of the overall market cap of the company. The value of its public equity portfolio alone is $368.8

Conglomerates 246

Conglomerates Stakes Assets Companies 246

The Motley Fool

MAY 4, 2024

investors flocked to Omaha this past week for the annual tradition of listening to Warren Buffett muse over the conglomerate's business, financial markets, and over 93 years of wisdom on life. Another asset Berkshire loves is cash. Tens of thousands of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Image source: The Motley Fool.

Taxes 246

Taxes Conglomerates Education Banks 246

The Motley Fool

NOVEMBER 30, 2024

Ninety-four-year old Warren Buffett is still investing, but the biggest news he's made this year has actually been his massive stock sales and the rising cash pile at his conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Image source: Getty Images. You see, Domino's has a highly franchised business model. In fact, 98.6%

Conglomerates 225

Conglomerates Stakes Assets Companies 225

The Motley Fool

DECEMBER 2, 2023

It'll give you exposure to the AI megatrend for a small fee of just 0.45% of assets -- its expense ratio. Some of its most recent top holdings include: Naver: The Korean conglomerate that operates its eponymous search engine, popular messaging/social media app Line, and its cloud computing service.

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Stakes Funds 246

The Motley Fool

AUGUST 6, 2023

This is a massive conglomerate that spans the insurance, energy, and transportation sectors, among other things. He owns a huge stake in Berkshire Hathaway, so you are basically investing alongside the legend himself. For example, the company recently bought midstream energy assets from Dominion Energy. EPD data by YCharts.

Investing 235

Investing Conglomerates Stakes Debt 235

The Motley Fool

DECEMBER 4, 2023

Although the Oracle of Omaha is far from perfect -- Berkshire is currently taking a bath on its Kraft Heinz stake -- he's led his company's class A shares (BRK.A) Energy stocks have represented a larger percentage of Berkshire Hathaway's invested assets over the past two years than at virtually any other time this century.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Conglomerates Bidding 130

The Motley Fool

SEPTEMBER 18, 2023

And its price-to-sales ratio is in line with the likes of Cloudflare , an asset-light software company that grew 32% last quarter. It's true that Arm is an asset-light, profitable company that earns licensing revenue, and therefore doesn't need to invest a lot in capital expenditures. nonvoting stake in the subsidiary.

Initial Public Offering 245

Initial Public Offering Stakes Conglomerates Shareholders 245

The Motley Fool

JANUARY 29, 2024

The case for PepsiCo Today's PepsiCo is better described as a consumer conglomerate rather than a seller of cola drinks. billion gain on the sale of assets, offset by a $1.6 billion impairment on intangible assets. Each owns numerous beverage brands, and PepsiCo also mixes in some popular snack food brands. billion investment.

Conglomerates 189

Conglomerates Stakes Assets Returns 189

The Motley Fool

SEPTEMBER 2, 2024

Not bad for a stodgy insurance and investment conglomerate from the heartland of America. Despite Buffett getting on in years (he is now 93 years old), the conglomerate is in as good of a spot as ever. million for the stake. Someone who invested $1,000 with Buffett at the start would now have a stake worth $47 million.

Conglomerates 130

Conglomerates Stakes Shareholders Assets 130

The Motley Fool

DECEMBER 30, 2023

Motley Fool host Ricky Mulvey and contributor Matt Frankel dive into Boston Omaha , a company that could be poised to be the next great conglomerate. There's an asset there that certainly could be exploited. Whether you're transferring $1,000 or $2,000,000 don't miss out on Robinhood's offer of an unlimited 1% bonus on your assets.

Buyout 246

Buyout Asset Management Assets Capital 246

The Motley Fool

JUNE 29, 2023

The media conglomerate owns several sporting and entertainment assets, which can dilute investors' exposure to the F1 brand, so it offers three separate securities that specifically track its performance: Liberty Media Formula One (NASDAQ: FWON.A) (OTC: FWON.B) (NASDAQ: FWON.K). Image source: Getty Images.

Stakes 130

Stakes Conglomerates Shareholders Assets 130

Private Equity Insights

MAY 10, 2024

Toshiba Corp is considering a $20 billion offer from private equity firm CVC Capital Partners to take it private, a person familiar with the matter said, as the Japanese industrial conglomerate faces pressure from activist shareholders to improve governance. It would also be CVC’s biggest foray into the region so far.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Conglomerates Buyout 147

The Motley Fool

JUNE 16, 2024

The giant conglomerate revealed that it had accumulated a 6.4% stake in property and casualty insurer Chubb (NYSE: CB) worth more than $6.7 Its assets top $225 billion. There's also a real possibility that Berkshire will continue to increase its stake in Chubb. Berkshire secured U.S. He has led Chubb for two decades.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Conglomerates Stakes Shareholders 130

The Motley Fool

MARCH 19, 2024

Combined, they make up less than 1% of the conglomerate's total assets. Given the substantial stake Berkshire Hathaway holds in American Express (about 21%), Buffett and his investment team clearly view it as the best stock to own of these three. But that doesn't mean the payment technology companies have been poor performers.

Conglomerates 189

Conglomerates Banks Stakes Shareholders 189