Recent news and analysis on Berkshire Hathaway

Berkshire Hathaway news covering portfolio moves, insurance and rail subsidiaries, Warren Buffett commentary, and succession plans under Greg Abel.

• "Greg Abel's Next 13F Lands November 16, and 1 Question About Berkshire Hathaway's $299 Billion Portfolio Looms Larger Than Any Other"

  Yahoo Finance outlines the upcoming November 16 filing of Berkshire Hathaway's 13F, which will reflect Greg Abel's first full year as CEO. The article analyzes the $299 billion stock portfolio and record cash holdings, noting the transition from Warren Buffett while clarifying that current filings still list Buffett as the principal filer.

• "Berkshire Hathaway's Stock Portfolio Is Worth About 3 Times What It Paid. The Gains Alone Equal About 19% of the Company."

  Yahoo Finance highlights that Berkshire Hathaway holds $217.3 billion in unrealized capital gains on its stock portfolio, equivalent to roughly 19% of the company's value. The article suggests shareholders need not worry about this future tax liability, as gains are only taxed upon asset sale and do not impact current operations or dividends.

• "Intercontinental Exchange, Inc. (ICE) Is Expanding Beyond Traditional Exchanges: What Investors Should Watch"

  This piece summarizes Pershing Square's Q3 2026 investor letter, highlighting fee-related earnings growth and AI infrastructure investments. It suggests investors watch Intercontinental Exchange (ICE) as part of the fund's strategy to capitalize on market volatility and high-quality business valuations.