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. Most of that debt came from its prolonged shutdown during the pandemic and remains a tremendous burden given its $362 million in shareholders' equity.

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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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The Motley Fool

OCTOBER 23, 2024

1, 2023 through June 30, 2024, Berkshire's stake in Apple declined by more than 515 million shares , or 56%, to precisely 400 million shares. During Berkshire Hathaway's annual shareholder meeting in early May, he opined that the corporate tax rate would likely climb in the future. In a three-quarter period from Oct. 1 position.

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The Motley Fool

JUNE 27, 2024

Rather, the stock-split stock I've more than quadrupled my stake in over the last two months is the only high-profile business to notify its shareholders of a coming reverse split. But let's be clear: I haven't more than quadrupled my stake in Sirius XM because of any stock split. Image source: Getty Images.

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The Motley Fool

NOVEMBER 19, 2024

Over the last 18 months, Laffont and his team have shown a collective 39,663,859 shares of the world's largest publicly traded company to the door, thereby reducing Coatue's stake by 80%! Having a lot of cash allows Alibaba to invest aggressively in innovation, make acquisitions, and reward its shareholders through buybacks.

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The Motley Fool

AUGUST 18, 2024

This increased Berkshire's stake in Sirius XM by 262% from the sequential quarter. In each of the last seven quarters, Buffett and his crew have been big-time net-sellers of equity securities. Altogether, Berkshire's brightest investment minds have sold $131.6 billion more in stocks than they've collectively purchased between Oct.

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The Motley Fool

DECEMBER 6, 2024

Cohen's fund purchased 1,574,796 shares during the third quarter, which increased its stake by a cool 75% in three months. If the euphoria surrounding AI fades, Nvidia and its shareholders would, presumably, feel the pinch. Should you invest $1,000 in Nvidia right now?

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The Motley Fool

NOVEMBER 12, 2024

But as of June 30, Appaloosa's stake in the company had been whittled down to just 690,000 shares, representing a reduction of approximately 93%! History offers perhaps the most ominous warning for Nvidia and its shareholders. As noted, Tepper and his team are active traders who regularly add to and pare down their fund's positions.

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The Motley Fool

MAY 24, 2024

It should come as no surprise that Jensen Huang is the largest individual shareholder of Nvidia (NASDAQ: NVDA). Huang's total stake in Nvidia currently stands at 86,827,600 shares, worth a cool $82.8 That stake is valued at $508 million. billion as of this writing. But who owns the second most shares? held by company insiders.

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The Motley Fool

JULY 1, 2024

Jensen Huang is by far the largest internal shareholder of Nvidia. While it's common for CEOs to have major ownership stakes in their companies, Huang's position stands out for different reasons. stake may not seem like a lot for a founder, keep in mind that Nvidia is worth in excess of $3 trillion. And while a 3.5%

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The Motley Fool

AUGUST 19, 2024

Apple: Sold 389,368,450 shares (reduced stake by 49.33%) The jaw-dropper of Berkshire Hathaway's 13F, which was technically given away earlier this month by the release of the company's second-quarter operating results, was the nearly 50% reduction in top holding Apple (NASDAQ: AAPL). Let's be crystal clear: This was not a Buffett buy.

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The Motley Fool

FEBRUARY 4, 2025

shareholders: "When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." He didn't forget about Amex, accumulating a substantial stake in the business in the early 1990s, and he's held onto those shares ever since. That stake is now 21.5%

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The Motley Fool

JULY 17, 2024

With nearly 70 years of public investing experience (that he has documented publicly with annual shareholder letters along the way), he brings a wealth of knowledge to each of his investment decisions. As of this writing, Berkshire's stake in Chubb was worth about $6.8 Those buybacks have worked out well for Berkshire shareholders.

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The Motley Fool

JUNE 9, 2024

He's known for investing in companies with the goal of unlocking value for himself and other shareholders. An example of this is CVR Energy (NYSE: CVI) , which the company treats as an operating subsidiary because it owns a controlling stake (66% of the shares) in the still publicly traded company. It depends. in Nevada, relative to 2.4%

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The Motley Fool

NOVEMBER 8, 2024

in 1965, he grew the value of shareholders' stakes by an average compound annual rate of 19.8% Based on the data provided in Berkshire Hathaway's quarterly earnings, Buffett slashed Berkshire's remaining stake in Apple by 25% during the quarter, leaving the company with approximately 300 million shares of the stock. He sold $9.6

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The Motley Fool

JULY 13, 2024

Sure, Buffett trimmed Berkshire's stake in Chevron by 2.5% The conglomerate's stake in Occidental Petroleum is worth nearly $15.7 Buffett proclaimed Occidental as one of eight stocks he expects Berkshire would "maintain indefinitely" in his annual shareholder letter earlier this year. earlier this year. of Occidental.

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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

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. Buffett pointed to the value of his investment in Amex during his 2022 letter to shareholders.

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The Motley Fool

NOVEMBER 30, 2024

Both companies play important roles in the burgeoning artificial intelligence (AI) economy, but several billionaire fund managers sold some of their Palantir stakes and bought more shares of Nvidia during the third quarter. million shares of Palantir, reducing his stake by 91%. million shares of Nvidia, increasing his stake by 194%.

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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. economy is firing on all cylinders, money-center banks are known for rewarding their shareholders with hearty capital-return programs. of Berkshire's stake, as of December 31.

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The Motley Fool

OCTOBER 24, 2024

Plus, Berkshire is on track to earn $776 million in dividends from its Coca-Cola stake in 2024 alone. Despite Berkshire selling a significant chunk of its stake this year (which I'll discuss further in a moment), the position is still worth $94.5 Berkshire spent $1.3 That position is now worth a staggering $27.7 But that's not all.

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The Motley Fool

JUNE 14, 2024

In his most recent letter to shareholders, he indicated one stock that should be able to outperform the S&P 500 over the long run without as much risk to investors. In his letter to shareholders, he called out American Express and Coca-Cola , two of Berkshire's top holdings, as investments he expects to maintain indefinitely.

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The Motley Fool

OCTOBER 3, 2024

It's always an interesting time when a notable shareholder or executive at a major company buys or sells a lot of stock. Unfortunately for Dell Technologies (NYSE: DELL) shareholders, founder, chairman, and CEO Michael Dell disclosed a massive share sale on Monday. Wall Street doesn't seem to think shares are expensive, either.

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The Motley Fool

OCTOBER 2, 2024

With the sale of its 70% stake in satellite television provider DIRECTV, telecom giant AT&T (NYSE: T) is finally fully out of the media business. The end result of this dealmaking was the epic destruction of shareholder value. It paid a staggering $48.5 billion in 2015 to acquire DIRECTV only to see subscribers jump ship.

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The Motley Fool

AUGUST 28, 2024

Its stake in Apple is worth $90.7 Berkshire's stake in AmEx totals close to $38.5 Two oil stocks round out the top six, Chevron and Occidental, with Berkshire's stakes totaling nearly $17.6 Buffett answered this question in his 2021 letter to Berkshire Hathaway shareholders. billion and $14.6 billion, respectively.

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The Motley Fool

SEPTEMBER 6, 2024

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. Since then, Berkshire's stake in the company has grown to almost 255.3 stake in these five Japanese trading houses.

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The Motley Fool

NOVEMBER 5, 2024

He started taking shares of Berkshire's huge Apple position off the table at the end of last year, selling more than two-thirds of its stake during the past four quarters. Buffett took a significant stake in the business when he acquired $10 billion worth of preferred shares in 2019 to help Occidental acquire Anadarko.

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The Motley Fool

AUGUST 2, 2024

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. That stake is now worth around $173 billion. Treasury bill position far in excess of what conventional wisdom deems necessary," he wrote in his most recent letter to shareholders.

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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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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

AUGUST 8, 2024

Nvidia (NASDAQ: NVDA) has been one of the best-performing stocks over the past couple of years, literally adding trillions of dollars in value to its shareholder's portfolios. After the meteoric rise of Nvidia's share price, it makes sense for them to at least reduce their stake. Should you invest $1,000 in Nvidia right now?

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The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). There are a number of legitimate reasons for Buffett and his investment crew to have reduced Berkshire's stake in Bank of America by about 9% in two weeks.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

OCTOBER 4, 2024

Although Buffett values the respective competitive advantages these two core holdings bring to the table, he opined during Berkshire Hathaway's annual shareholder meeting in May that tax implications may be playing a role in this selling activity -- at least when it comes to Apple. billion during the third quarter (as of Sept.

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Stakes Banks Shareholders Taxes 246

The Motley Fool

AUGUST 18, 2024

Artificial intelligence (AI) aficionado Nvidia (NASDAQ: NVDA) has generated incredible returns for shareholders of late, so much so that the chipmaker completed a 10-for-1 stock split in June to reset its soaring share price. Israel Englander of Millennium Management sold 676,242 shares of Nvidia, reducing his stake by 5%.

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The Motley Fool

MAY 17, 2024

Based on admissions by Buffett during his company's latest annual shareholder meeting, he and his top investment aides (Todd Combs and Ted Weschler) sold about 13% of their company's leading position in tech stock Apple (NASDAQ: AAPL) for tax purposes in the March-ended quarter. billion , as of the closing bell on May 10.

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The Motley Fool

SEPTEMBER 7, 2024

million shares of Nvidia, trimming his stake by 8%. Israel Englander of Millennium Management sold 676,242 shares of Nvidia, cutting his stake by 5%. million shares of Nvidia, slashing his stake by 79%. million shares of Nvidia, slashing his stake by 79%. million shares of Nvidia, reducing his stake by 52%.

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The Motley Fool

AUGUST 18, 2024

Buffett sold Apple stock earlier this year, too Earlier this month, investors learned through a filing that Berkshire has reduced its stake in Apple stock -- by nearly 50%. Ultimately, Buffett looks out for Berkshire's shareholders. But it should be related to doing what's best for Berkshire shareholders more than anything else.

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The Motley Fool

OCTOBER 20, 2024

The firm's latest shedding of Bank of America stock brings the total sold to nearly $10 billion in just a few months -- almost a quarter of its original stake. Although this could make it easier for Berkshire to further reduce its stake without spooking the market, it doesn't necessarily mean that is what's happening here.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245