Berkshire shares are close to even with the S&P year-to-date, recovering from a deficit of just about 8 proportion factors final week.
DaVita rallies on robust earnings after Berkshire trims stake
That is excellent news for Berkshire, which holds a 44% stake in additional than 30 million shares valued at $4.2 billion.
The not-so-good information, although, is that it was obliged to promote virtually 1.7 million DVA shares at a pre-surge value of $120.56 every final Thursday, for a complete of just below $200 million.
In a 2024 settlement with DaVita, Berkshire promised to maintain its stake at or beneath 45% of the corporate’s excellent shares, a degree that declined final quarter as DaVita purchased again its personal inventory.
Borsheims’ golden renovation
Berkshire Hathaway subsidiary Borsheims is planning what it calls a “main architectural transformation” of its flagship Omaha jewellery retailer to suggest its entry right into a “new Golden Period.”
In a information launch, President and CEO Karen Goracke is quoted as saying the aim is to “reimagine the shopper’s expertise” with an “elevated luxurious surroundings” that “reinforces Borsheims as a vacation spot.”
Reductions provided to shareholders assist make the shop a vacation spot throughout Berkshire’s annual assembly weekend.
Renovations will start after this Might’s gathering. The shop will stay open through the development work.
The design is by HDR with development by Kiewit. Each are based mostly in Omaha.
BUFFETT & BERKSHIRE AROUND THE INTERNET
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HIGHLIGHTS FROM CNBC’S BUFFETT ARCHIVE
‘Work out what is smart and comply with your individual course’ (2016)
AUDIENCE MEMBER: My query is for my kids watching at residence right this moment and youngsters within the viewers.
How ought to they take a look at shares when daily within the media they see corporations which have by no means made a dime of their life go IPO?
WARREN BUFFETT: You do not actually have to fret about, you recognize, what is going on on in IPOs, or folks being profitable.
Folks win lotteries daily, however there is not any purpose to have that have an effect on you in any respect. You should not be jealous about it.
I imply, you recognize, in the event that they need to do mathematically unsound issues, and one in every of them often will get fortunate, they usually put the one individual on tv, and the million that contributed to the winnings with the massive slice taken out for the state, you recognize, do not get on there — it is nothing to fret about.
Simply — all it’s important to do is work out what is smart. And you do not — and also you take a look at shopping for — if you — if you purchase a inventory, you get your self within the psychological mind set that you simply’re shopping for a enterprise, and if you happen to do not take a look at a quote on it for 5 years, that is nice…
Let the remainder of the world go its personal method. You do not — you do not need to get right into a silly recreation simply because it is out there…
A number of issues are, as Charlie would say, are brought on by envy. You do not need to get envious of anyone that gained the lottery or purchased an IPO that went up.
You need to work out what is smart and comply with your individual course.
BERKSHIRE STOCK WATCH
BRK.A inventory value: $762,569.63
BRK.B inventory value: $508.09
BRK.B P/E (TTM): 16.25
Berkshire market capitalization: $1,096,347,710,921
Berkshire Money as of September 30: $381.7 billion (Up 10.9% from June 30)
Excluding Rail Money and Subtracting T-Payments Payable: $354.3 billion (Up 4.3% from June 30)
No Berkshire inventory repurchases since Might 2024.
(All figures are as of the date of publication, except in any other case indicated)
BERKSHIRE’S TOP EQUITY HOLDINGS – Feb. 6, 2026
Berkshire’s high holdings of disclosed publicly traded shares within the U.S. and Japan, by market worth, based mostly on the most recent closing costs.
Holdings are as of September 30, 2025, as reported in Berkshire Hathaway’s 13F submitting on November 14, 2025, aside from:
The complete record of holdings and present market values is out there from CNBC.com’s Berkshire Hathaway Portfolio Tracker.
QUESTIONS OR COMMENTS
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Additionally, Buffett’s annual letters to shareholders are extremely beneficial studying. They’re collected right here on Berkshire’s web site.
— Alex Crippen, Editor, Warren Buffett Watch
