The Motley Fool

JANUARY 11, 2025

Today, Berkshire Hathaway is worth nearly $1 trillion; its success is the culmination of a buy-and-hold strategy for numerous private businesses and stakes in public corporations. One thing is sure: Berkshire Hathaway creates shareholder value The inner workings of Berkshire Hathaway or any other holding company can seem like murky waters.

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The Motley Fool

MARCH 6, 2025

Berkshire significantly trimmed its stakes in two of its largest holdings, Apple and Bank of America , and the company hasn't been too interested in buying its own stock, repurchasing far fewer shares in 2024 than in prior years. The company runs one of the four large credit card networks in the world and has a large credit card portfolio.

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The Motley Fool

JANUARY 2, 2025

They are also the company's largest shareholders, which means they have a direct stake in its long-term success. This will provide a further cash runway, but will also dilute existing shareholders. However, as part of the spinoff, Uber retained a stake in Serve and it currently holds around 12% of its outstanding shares.

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The Motley Fool

JANUARY 3, 2025

million shares of Nvidia, nearly tripling his stake. million shares of Apple, reducing his stake by 90%. million shares of Nvidia, increasing his stake by 75%. Prospective investors should look elsewhere, and current shareholders should consider trimming their positions. He also sold 4.9

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The Motley Fool

AUGUST 9, 2024

The Buffett-led conglomerate unwound a large chunk of its stake in the iPhone maker in the second quarter, the company revealed in its recent earnings report. Berkshire had begun selling Apple in the first quarter, and the value of its stake in the tech giant is down 56% from the end of 2023, when it was worth $174.3

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The Motley Fool

NOVEMBER 10, 2024

The company, run by investor Warren Buffett, keeps trimming its equity portfolio and is now sitting on close to $325 billion in cash on its balance sheet. He sold yet again in the third quarter, reducing the stake for Berkshire Hathaway to an estimated 300 million shares worth around $69.9 Should you trim Apple along with Buffett?

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The Motley Fool

FEBRUARY 14, 2025

Form 4 filings show that Buffett and his crew added to Berkshire Hathaway's stake in Occidental Petroleum (NYSE: OXY) , as well, during the fourth quarter. million shares purchased increased Berkshire's stake to north of 264 million shares. The nearly 8.9 Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

AUGUST 8, 2024

Companies that make coin by holding stock in publicly traded businesses buy and sell for their portfolios constantly, and very few make waves when they do so. In it, the company provided an update on some of the larger holdings in the equity portfolio. The tech giant's weight in the portfolio slimmed, too, down to less than 30%.

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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. Such funds offer a diverse portfolio of stocks representing numerous industries.

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Private Equity Insights

MARCH 19, 2025

T&D Holdings will become the largest shareholder, while Allianz will acquire a 25% stake. The sale follows Viridiums abandoned attempt to acquire a $20bn life insurance portfolio from Zurich last year. The transaction values Viridium at 3.5bn, including debt.

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The Motley Fool

SEPTEMBER 6, 2024

However, not all 45 stocks held in Berkshire Hathaway's roughly $318 billion investment portfolio share the same outlook. While "years" tends to be the typical holding period for a stock in Berkshire's portfolio, Warren Buffett's latest annual letter to shareholders outlined eight stocks that were dubbed "indefinite" holdings.

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The Motley Fool

SEPTEMBER 8, 2024

began selling significant portions of its monster Apple stake. Here are two interesting stocks Berkshire Hathaway bought this summer that you should consider for your portfolio. If you are like Buffett and a believer in the durability of natural gas demand, now could be a great time to add Occidental Petroleum shares to your portfolio.

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The Motley Fool

AUGUST 2, 2024

Warren Buffett manages a massive portfolio for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). By far the largest equity holding in the portfolio is Apple (NASDAQ: AAPL). 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.

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The Motley Fool

MAY 22, 2024

A 13F provides a portfolio snapshot that allows professional and everyday investors an under-the-hood look at what Wall Street's most-admired investors have been buying, selling, and holding. CEO Warren Buffett has delivered a greater than 5,000,000% aggregate return to his Class A shareholders (BRK.A) billion portfolio.

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Private Equity Insights

MARCH 10, 2025

Vista Equity first acquired a majority stake in 2016 and later merged Granicus with GovDelivery, another Vista-backed firm. Harvest Partners joined as a significant shareholder in 2020 after acquiring a stake from Vista and K1 Investment Management. Can`t stop reading?

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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. billion portfolio of publicly traded securities. Berkshire Hathaway owns a $2 billion stake in Amazon, representing just 0.5% Amazon: 0.5%

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The Motley Fool

MARCH 8, 2024

These traits include buying stakes in brand-name businesses with strong management teams, as well as investing with a long-term mindset. But if there's one catalyst to Buffett's undeniable investing success that doesn't get nearly enough credit, it's his penchant for portfolio concentration. Berkshire Hathaway CEO Warren Buffett.

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The Motley Fool

AUGUST 21, 2024

According to Berkshire's newest 13F, the appropriately named "Oracle of Omaha" and his investment lieutenants, Todd Combs and Ted Weschler, are overseeing a 45-stock portfolio spread across $314 billion of invested assets. Here's a thorough breakdown of Warren Buffett's portfolio at Berkshire Hathaway. million shares of Chevron.

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The Motley Fool

SEPTEMBER 16, 2024

for shareholders. So, when Buffett makes changes in Berkshire's investment portfolio, the whole investing world pays attention. And he has been rapidly amassing a position in one super-safe investment -- a position that is approaching 50% of the company's entire investment portfolio. That's nearly twice the 10.2%

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The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Apple: $92.2 billion (29.4% Apple: $92.2

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Private Equity Insights

JANUARY 16, 2025

The IPO includes partial stake sales by current shareholders, including CPPIB, Cinven, and EQT. HBXs flotation could boost confidence among private equity firms looking to exit portfolio investments through public markets. HBX Group, a private equity-owned hotel room wholesaler, plans to raise up to 725m through an IPO in Spain.

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The Motley Fool

OCTOBER 17, 2024

Laffont completely exited Coatue's stake in Palantir Let me preface the following discussion by pointing out that Coatue Management is an actively managed fund. Further, Laffont reduced his fund's stake in 30 companies and completely sold out of 23 during the second quarter. Then you’ll want to hear this.

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The Motley Fool

FEBRUARY 27, 2025

But perhaps the most insight can be gained from the Oracle of Omaha's annual shareholder letter. Although these shareholder letters are typically known for their unwavering optimism, Buffett's newly released letter contains four of the most chilling words investors will ever witness. Over the previous nine quarters (Oct.

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The Motley Fool

SEPTEMBER 18, 2024

But the one factor that doesn't get nearly enough credit for Berkshire Hathaway's long-term outperformance is the Oracle of Omaha's penchant for portfolio concentration. This has incrementally increased Berkshire Hathaway's ownership stake in Apple, as well as provided a hearty lift to Apple's earnings per share. American Express: $39.3

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The Motley Fool

JULY 21, 2024

To this end, the company has attracted increased interest from institutional investors, with GSA Capital Partners increasing its stake in the stock. of the portfolio. In addition to GSA Capital's overall portfolio, investors should look more closely at Norwegian itself. In comparison, Carnival's shareholders' equity is $6.8

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The Motley Fool

JUNE 26, 2024

There's likely to be significant pullback at some point -- here's how to keep it from upending your portfolio. Holding just one stock, or letting it make up an outsized percentage of your portfolio, is a major risk. And this brings us to the dilemma for Nvidia shareholders.

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Portfolios Exchange-Traded Funds Stakes Stock Exchanges 246

Private Equity Wire

JANUARY 22, 2025

Founded in 2006 by Simon Orange, CorpAcq’s current portfolio consists of a diversified group of 43 companies. Simon Orange and the existing CorpAcq management team will maintain a significant shareholding and continue to run the business. CorpAcq shareholders were advised by UBS and Reed Smith.

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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

DECEMBER 4, 2024

It was profitable, but the profits were quickly deployed to fix and upgrade equipment, leaving little for shareholders at the end of the day. Berkshire Hathaway has a stock portfolio that's worth roughly $300 billion. If that happens, it will benefit Shopify shareholders, as well, thanks to the company's investment.

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The Motley Fool

AUGUST 23, 2024

Although Berkshire Hathaway closed out the June quarter with 45 stocks and two exchange-traded funds in its approximately $314 billion investment portfolio, one of the key traits that's allowed Buffett and his team to vastly outperform the S&P 500 for so long is concentration. As of the closing bell on Aug. 16, 62% ($193.3 Adding the $26.5

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The Motley Fool

JUNE 27, 2024

Wall Street's highest-profile stock-split stocks are on my watchlist, but not in my portfolio For years, forward-stock splits have acted as a beacon to clue investors into businesses that have been out-executing and out-innovating their competition. In 2024, three of these perennial outperformers have announced and/or completed stock splits.

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The Motley Fool

JULY 13, 2024

Buffett likes to buy stock in companies with steady growth, consistent profitability, solid management teams, and shareholder-friendly initiatives like dividend schemes and stock buyback programs. That said, at least six of the 47 stocks already in Berkshire's $410 billion portfolio of publicly traded securities now use AI in some capacity.

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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. Image source: The Motley Fool. Amazon: 0.6% Coca-Cola: 8.9% It agreed to spend $1.1

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The Motley Fool

MARCH 19, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Let me start by discussing how our deep and robust content portfolio is powering growth. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

JUNE 17, 2024

While this might sound like a well-diversified portfolio, that couldn't be further from the truth. Buffett and his top investment aides, Todd Combs and Ted Weschler, oversee a highly concentrated portfolio. billion) of the $388 billion portfolio Warren Buffett oversees at Berkshire Hathaway was invested in three magnificent stocks.

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Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

SEPTEMBER 8, 2024

With Berkshire's stock up more than 3,976,400% since Buffett purchased a controlling stake in the company in 1965, it's hard to argue with the Oracle of Omaha's capital-allocation strategy. Even though Berkshire doesn't pay a dividend itself, Buffett is a big fan of companies that return cash to shareholders through direct payouts.

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The Motley Fool

OCTOBER 21, 2024

Englander's Millennium dumped more than half its stake in Palantir over three months Palantir has been a continuous holding in Millennium Management's mammoth portfolio since it became a public company in September 2020. This lifted Millennium's stake in the beverage leader by 347% in a three-month period to 7,009,050 shares.

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