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.

• Berkshire boosts stakes in Japanese trading houses above 10%

  Berkshire Hathaway CEO Greg Abel increased stakes in Mitsubishi, Sumitomo, and Marubeni during the last quarter. Holdings in Sumitomo and Marubeni rose above 10%, with Mitsubishi at 11.1% as of April 30. The moves build on Berkshire's initial 2019 investments under Warren Buffett.

• Berkshire Hathaway Class B shares may replace Nike in Dow Jones

  Berkshire Hathaway Class B shares are being considered for addition to the Dow Jones Industrial Average, potentially replacing Nike. The change, not yet official, could alter trading patterns for Class B shares due to index-linked products.

• "Berkshire's Equity Portfolio Is Rallying, but the Apple Sales Still Sting"

  This commentary argues that while Berkshire Hathaway's equity portfolio is performing well in the third quarter, the continued sale of Apple shares remains a concern for investors. It suggests that the gains in other holdings may not fully offset the impact of reducing such a significant position.

• Buffett personally initiated Berkshire's Alphabet stake

  Warren Buffett revealed he personally started Berkshire Hathaway's investment in Alphabet, not CEO Greg Abel. The stake, begun in Q3 2025, has grown to over $31 billion, making Alphabet the fourth-largest position. Buffett, 95, remains executive chairman.

• Buffett reaffirms Apple as favorite stock amid CEO transition

  Warren Buffett called Apple one of his favorite stocks in a CNBC interview on Wednesday, even as Tim Cook prepares to step down as CEO. Berkshire Hathaway left its Apple stake untouched in Q1 2026 after years of trimming, signaling confidence. Apple reported record March-quarter revenue of $111.2 billion.

• Berkshire accelerates stock buybacks in Q2

  Berkshire Hathaway appears to have stepped up its stock repurchases during the second quarter, signaling confidence in its valuation. The conglomerate, led by Warren Buffett, has been active in buybacks in recent years.

• "Why Is Buffett Back On TV As Berkshire Shares Fall?"

  This commentary argues that Warren Buffett's return to CNBC signals dissatisfaction with Berkshire Hathaway's underperformance under CEO Greg Abel. It contends that Buffett's public statements about AI spending and his approval of Abel's decisions mask underlying tensions, as the stock has lagged the S&P 500.