The Motley Fool

APRIL 12, 2024

Although his company's $370 billion portfolio holds stakes in 45 stocks and two index funds, a majority of invested assets has been put to work in a small number of companies. Let's take a closer look at all 27 companies Warren Buffett and his investment team have at least $1 billion of Berkshire's capital invested in.

Portfolios 246

Portfolios Banks Stakes Shareholders 246

The Motley Fool

SEPTEMBER 30, 2024

Ares Capital Ares Capital is the world's largest publicly traded business development company ( BDC ). These specialized entities are popular among income-seeking investors because they can avoid paying income taxes by distributing nearly all of their earnings to shareholders in the form of dividend payments.

Investors 245

Investors Debt Professional Services Stakes 245

Private Equity Insights

AUGUST 31, 2023

The move would take private Hersha at an approximately 60% premium to the real-estate investment trust’s closing stock price on Friday. The deal is slated to close by year-end after shareholders okay the move. It recently took a stake in Soneva Holdings , which owns three hotels in Asia. Source: SKIFT Can’t stop reading?

Private Equity Firms 246

Private Equity Firms Private Equity Firms Capital Startups 246

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.

Portfolios 238

Portfolios Investing Banks Stakes 238

Private Equity Wire

FEBRUARY 9, 2024

Global growth equity investment firm General Atlantic has made a minority investment in global outsourced investment office Partners Capital Investment Group through the acquisition of a portion of the stake held by longstanding external shareholders and some of the founding generation partners.

Stakes 97

Stakes Capital Education Shareholders 97

The Motley Fool

JULY 26, 2024

Companies that regularly dole out a percentage of their earnings to shareholders are often profitable on a recurring basis, time-tested, and capable of providing transparent growth outlooks. billion in dividend income from its nearly 999 million-share stake in Bank of America over the next 12 months. The reciprocal is also true (i.e.,

Banks 246

Banks Debt Stakes Capital 246

The Motley Fool

JULY 7, 2023

This $10 billion in preferred stock stems from capital Berkshire supplied to Occidental in 2019 to facilitate its acquisition of Anadarko. Even though the worst of the pandemic appears to be over, energy companies worldwide reduced their capital investments for the past three-plus years. There's also the COVID-19 pandemic.

Banks 290

Banks Debt Shareholders Capital 290

The Motley Fool

MARCH 29, 2024

This was originally a $10 billion stake, but Occidental has since redeemed $1.51 More than three years of reduced capital investment from major energy companies during the pandemic has constrained global oil supply and provided a lift to the spot price of crude. But Berkshire also owns $8.49 million a year). Apple: $869.3

Banks 246

Banks Stakes Assets Public Companies 246

The Motley Fool

JULY 15, 2024

Considering that AI technologies are very much here to stay, astute investors should consider picking up at least small stakes in these soaring AI-powered growth stocks as a part of their long-term investing strategy. Amazon is also gearing up to increase capital investments in AWS and generative AI capabilities.

Leveraging 246

Leveraging Stakes Shareholders Returns 246

The Motley Fool

OCTOBER 10, 2024

million shares of Palantir Technologies (NYSE: PLTR) , increasing his stake by 1,140%. Importantly, Citadel still had twice as much capital invested in Nvidia as Palantir as of June 30, so it would be wrong to assume Griffin lacks confidence in the chipmaker. Griffin sold 9.2 Meanwhile, he added 5.2

Hedge Funds 189

Hedge Funds Shareholders Stakes Prospects 189

Private Equity Insights

SEPTEMBER 1, 2023

The estimated value of the Chinese company has more than tripled since SK’s stake purchase. SK is the second-largest shareholder in Londian Wason, after it invested a total of 380bn won into the special purpose company between 2019 and 2020 to secure a 30% stake. China’s D&R Group is the largest shareholder.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Conglomerates 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. Other deals by the private equity firm include the $1.5

Private Equity Firms 147

Private Equity Firms Private Equity Firms Conglomerates Buyout 147

The Motley Fool

JUNE 22, 2024

Given Buffett's outsized success, prudent investors consistently monitor Berkshire's nearly $400 billion investment portfolio to see which stocks the Oracle of Omaha believes can beat the market. With that in mind, here are three stocks reflecting his enduring investment strategies that promise long-term growth for shareholders.

Stakes 130

Stakes Shareholders Debt Banks 130

The Motley Fool

DECEMBER 4, 2024

The telecom giant expects to generate growing free cash flow during that period, much of which it plans to return to shareholders. It has shed non-core assets like its media division and stake in DIRECTV. AT&T expects to reinvest around $22 billion of its annual cash flow into capital investments in the 2025 to 2027 time frame.

Returns 130

Returns Investors Leveraging Stakes 130

Private Equity Insights

AUGUST 31, 2023

French billionaire Francois-Henri Pinault is close to a $7bn deal to buy a majority stake in Creative Artists Agency, the Hollywood talent giant that’s home to actor Brad Pitt and basketball’s Chris Paul, according to people familiar with the matter. TPG first invested in CAA back in 2010 and acquired a majority stake in 2014.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Startups 130

The Motley Fool

JULY 26, 2024

In a rare move, it even secretly bought a huge stake in one company that it only revealed recently. billion investment Whenever an investor or business purchases more than 5% of a company's outstanding shares, it's generally required to publicly disclose the stake with the Securities and Exchange Commission (SEC). A secret $6.7

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 130

The Motley Fool

NOVEMBER 30, 2023

Though a 15% yield is typically viewed as unsustainable for most companies, Annaly has supported an average yield of around 10% over the past two decades and returned $25 billion to shareholders since its initial public offering in 1997. 30, PennantPark's weighted average yield on debt investments rose by 520 basis points to 12.6%.

Debt 240

Debt Initial Public Offering Leveraging Banks 240

The Motley Fool

OCTOBER 20, 2023

The move followed a presentation by Engaged Capital, one of the company's top shareholders, that laid out a case for why the stock could be undervalued. Here's why investors are excited about VF Corp's prospects Engaged Capital invests in underperforming companies on the cheap.

Stakes 130

Stakes Prospects Shareholders Capital 130

The Motley Fool

SEPTEMBER 14, 2023

Novo Holdings, a shareholder with a 77% stake in weight-loss wonderdrug-maker Novo Nordisk, is investing $290 million in renewable energy as stocks in green energy companies take a dip, Bloomberg reported. It's completely free and we guarantee you'll learn something new every day.

Investing 130

Investing Conglomerates Stakes Shareholders 130

The Motley Fool

OCTOBER 2, 2024

The company has been producing growing excess free cash flow after capital investments and dividends, which it has used to repay debt, to the tune of $1.9 Leverage should continue to decline in the future , especially after the company recently agreed to sell its remaining 70% stake in DirecTV to partner TPG. leverage ratio.

Leveraging 130

Leveraging Debt Stakes Shareholders 130

Pension Pulse

SEPTEMBER 25, 2024

Chinook will manage the assets and deploy capital, with CDPQ becoming a minority shareholder to support the firm's growth and its natural capital portfolio expansion. CDPQ is a registered trademark owned by Caisse de dépôt et placement du Québec and licensed for use by its subsidiaries.

Stakes 59

Stakes Asset Management Assets Consultants 59

The Motley Fool

MAY 5, 2024

Hercules Capital Hercules Capital (NYSE: HTGC) is a business development company ( BDC ) that allows individual investors to take part in the previously elusive world of venture capital investing. Even billionaires with the means to dabble in venture capital are buying shares of Hercules Capital.

Initial Public Offering 130

Initial Public Offering Venture Capital Startups Capital 130

The Motley Fool

JUNE 8, 2024

Hercules Capital Hercules Capital is a business development company ( BDC ), which means it has to return at least 90% of the profits it generates to shareholders as a dividend. Many of Hercules Capital's investments don't work out, but the ones that succeed more than offset the losses.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Venture Capital Capital 130

Pension Pulse

SEPTEMBER 10, 2024

Razak Musah Baba of IPE Real Assets reports OMERS to buy Allianz’s stake in Indian road infrastructure trust: Canadian pension fund OMERS is buying Allianz Capital Partners’ 13.5% stake in Interise Trust , increasing its ownership in the Indian road sector infrastructure trust to 34.8%.

Stakes 59

Stakes Assets Buyout Shareholders 59

Private Equity Insights

DECEMBER 4, 2023

” The raise announced today comprises committed capital investments in energyRe LLC from Glentra Capital alongside co-investors Novo Holdings and Denmark -based pension fund PKA. In addition, a firm agreement has been reached with Elia Group for the acquisition of a stake in a subsidiary of energyRe: energyRe Giga.

Capital 130

Capital Investing Leveraging Pension Funds 130

AltAssets

SEPTEMBER 2, 2024

Gulf Capital has sold its strategic stake in Egypt-listed Middle East Glass to the majority shareholder of the business, MENA Glass Holdings. The post Deal Roundup: Gulf Capital exits Middle East Glass, Tikehau completes Preligens sale to Safran appeared first on AltAssets Private Equity News.

Capital 96

Capital Stakes Shareholders Buyout 96

Private Equity Insights

OCTOBER 24, 2023

Private equity firm Freshstream has taken a stake in Project Better Energy, a solar and renewable energy service provider, from the company’s shareholders, who are reinvesting alongside Freshstream. Project Better Energy is the sixth investment in Freshstream’s first independent fund, which closed earlier this year having raised €762m.

Funds 130

Funds Private Equity Firms Private Equity Firms Investing 130

The Motley Fool

MAY 12, 2024

Warren Buffett's thinking Berkshire Hathaway just had its annual shareholder meeting, with investors once again eager to hear Warren Buffett's wisdom. Any business with heavy capital investment tends to be a poor business to be in in inflation and often it's a poor business to be in generally," he said. "Any

Stakes 130

Stakes Prospects Shareholders Capital 130

The Motley Fool

JUNE 10, 2024

But don't let Buffett's relatively modest stake in Amazon prevent you from capitalizing on an opportunity sitting in plain sight. It's such a large market, which has helped explain how Amazon has grown seemingly endlessly over the years and generated such blistering investment returns. But Amazon's not done growing. Here is why.

Stakes 130

Stakes Capital Shareholders Capital Investments 130

The Motley Fool

FEBRUARY 20, 2025

We are also laser-focused on optimizing our capital expenditures. billion, leveraging optimization initiatives in certain capital investments. Looking ahead, we will remain highly focused on our disciplined capital allocation approach, balancing capex optimization, accretive growth, and strong shareholder returns.

Securities and Exchange Commission (SEC) 238

Securities and Exchange Commission (SEC) Debt Shareholders Finance 238

The Motley Fool

FEBRUARY 23, 2024

ROL Cash Return on Capital Invested (CROCI) (TTM) data by YCharts. Measuring the companies' free-cash-flow (FCF) generation compared to their debt and equity, cash ROIC highlights Rollins' outsize ability to bring in FCF from the capital it deploys on mergers and acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Stakes Capital Debt 130

Pension Pulse

JANUARY 22, 2024

OMERS routinely recycles capital by selling long-term holdings, such as a medical testing business built through acquisitions, and putting the proceeds back to work in new investments. In other news, the Canada Pension Plan Investment Board is selling a part of its stake in European software company Visma.

Stakes 52

Stakes Investing Bidding Assets 52

Pension Pulse

DECEMBER 19, 2023

IPE Real Assets reports Oxford Properties sells controlling stake in C$1.3bn Canadian industrial parks to TPG: Global asset manager TPG has acquired a 75% stake in a C$1.3bn (€888m) industrial park portfolio in Canada owned by Oxford Properties. TPG has invested or committed approximately US$1.6 and Europe.

Stakes 59

Stakes Asset Management Assets Legal 59

The Motley Fool

FEBRUARY 12, 2025

Additionally, the Cosmopolitan of Las Vegas was transitioned to MGM Rewards, and these regular capital investments into our resort operations drive continued guest visitation and increased spend. I've done a good job so far communicating what's at stake and why. million shares in the fourth quarter last year and another 8.4

Taxes 130

Taxes Leveraging Capital Assets 130

The Motley Fool

AUGUST 4, 2023

I'm pleased with the progress we're making toward delivering a compelling repositioning of our company to create maximum long-term value for shareholders, employees, customers, and other stakeholders. The sale represents an attractive exit from what has been an excellent investment for our shareholders. Turning to Slide 8.

Capital 130

Capital Shareholders Capital Investments Taxes 130

The Motley Fool

OCTOBER 22, 2024

And as we look forward, we're very optimistic about the markets we serve, our portfolio of high-quality copper assets, and the future prospects for strong cash flow generation to support investments and value-enhancing projects and returns to shareholders. Or do you think there could be more opportunities to increase your stake?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Shareholders Capital 130

The Motley Fool

NOVEMBER 1, 2023

And finally, we continued to track -- we continued our track record of robust capital returns, with nearly $90 million returned to shareholders over the year-to-date period as we track toward a minimum total return yield of 3.6% million as mineral reserve base and meaningfully improve gold recoveries for incremental capital investment.

Capital 130

Capital Taxes Shareholders Assets 130