Berkshire’s Japanese inventory positions high $30 billion

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The whole worth of the 5 Japanese “buying and selling homes” in Berkshire Hathaway’s fairness portfolio has topped $30 billion in current weeks, and Warren Buffett is seemingly nonetheless shopping for.

Berkshire had already been constructing its positions for twelve months when Buffett initially revealed the stakes of round 5% every on August 30, 2020, his ninetieth birthday.

At the moment, the entire worth of the 5 positions was roughly $6.3 billion.

It is up 392% to $31.0 billion at present, with Berkshire shopping for extra through the years and the shares hovering between 227% and 551%.

The whole might be even increased as a result of some further purchases could not have been disclosed but.

We all know Warren Buffett has been including to what was already a tremendously profitable funding, with public acknowledgements just lately that two of the stakes have gone above 10%.

One of many two, Mitsui, detailed this week precisely what number of shares Berkshire owns.

In a information launch Thursday, the corporate relays phrase from Berkshire that its Nationwide Indemnity subsidiary owned 292,044,900 shares as of September 30.

At Friday’s shut, they’re valued at round $7.1 billion.

It is a 10.1% stake, making Nation Indemnity its largest shareholder.

It is also a rise of two.3% from the 285,401,400 shares, a 9.7% stake, reported in March.

This week’s information launch is a follow-up to one issued two weeks in the past by Mitsui by which it stated it had been “knowledgeable” by Berkshire that “they now maintain 10% or extra of the voting rights in Mitsui,” however had not been informed the precise variety of shares Berkshire owned.

In late August, Mitsubishi reported it had been informed by Berkshire that its holding had elevated to 10.2% from 9.7% in March.

We’ve not heard something since March about Berkshire’s three different Japanese holdings, Itochu, Marubeni, and Sumitomo, however it will not be a shock to be taught these stakes have additionally gone above 10%.

Again in 2020, Buffett promised the businesses he wouldn’t increase Berkshire’s stakes above 10% with out permission.  

In his annual letter to shareholders launched in February, nevertheless, Buffett wrote, “As we approached this restrict the 5 firms agreed to reasonably loosen up the ceiling.”

In consequence, he stated, “Over time, you’ll doubtless see Berkshire’s possession of all 5 enhance considerably.”

In 2023, Buffett informed CNBC’s Becky Fast he was first interested in the shares in 2020 as a result of “they have been promoting at what I believed was a ridiculous value, notably the worth in comparison with the rates of interest prevailing at the moment.”

This 12 months, he informed shareholders Berkshire will maintain onto them for “50 years or endlessly.

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Berkshire’s high holdings of disclosed publicly traded shares within the U.S., Japan, and Hong Kong, by market worth, primarily based on at present’s closing costs.

Holdings are as of June 30, 2025, as reported in Berkshire Hathaway’s 13F submitting on August 14, 2025, aside from:

The complete record of holdings and present market values is on the market from CNBC.com’s Berkshire Hathaway Portfolio Tracker.

Please ship any questions or feedback in regards to the e-newsletter to me at alex.crippen@nbcuni.com. (Sorry, however we do not ahead questions or feedback to Buffett himself.)

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Additionally, Buffett’s annual letters to shareholders are extremely beneficial studying. There are collected right here on Berkshire’s web site.

— Alex Crippen, Editor, Warren Buffett Watch