https://www.sec.gov/Archives/edgar/data/315090/000119312526414744/xslF345X06/ownership.xml
Berkshire Hathaway now holds 28,438,045 class A shares and 568,028 class B shares of Lennar. It'll be interesting to see if BRK (my opinion, Ted Weschler) keeps buying when shares hit these price levels.
https://www.sec.gov/Archives/edgar/data/315090/000119312526414744/xslF345X06/ownership.xml
Berkshire Hathaway now holds 28,438,045 class A shares and 568,028 class B shares of Lennar. It'll be interesting to see if BRK (my opinion, Ted Weschler) keeps buying when shares hit these price levels.
https://www.sec.gov/Archives/edgar/data/315090/000119312526409451/xslF345X06/ownership.xml
My personal opinion is that these buys belong to Ted Weschler, given their relatively small size. BRK now holds 26,034,436 class A shares of Lennar and 553,000 class B shares of Lennar.
https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/xslForm13F_X02/56757.xml
| NAME OF ISSUER | CHG IN SHARES | PCT |
|---|---|---|
| ALLY FINL INC | -2,000,000 | -6.9% |
| ALPHABET INC CAP STK CL A | +24,541,369 | +45.2% |
| ALPHABET INC CAP STK CL C | +23,603,218 | +658.3% |
| BANK AMER CORP | -30,230,150 | -5.9% |
| CAPITAL ONE FINL CORP | -4,150,000 | -58.0% |
| CONSTELLATION BRANDS INC | -632,890 | GONE |
| D R HORTON INC | +3,564 | NEW |
| DAVITA INC | -1,220,376 | -4.1% |
| DELTA AIR LINES INC | +17,510,544 | +44.0% |
| KROGER CO | -11,000,000 | -22.0% |
| LENNAR CORP CL A | +3,012,099 | +29.8% |
| LENNAR CORP CL B | +60,414 | +25.4% |
| MACYS INC | +4,309,071 | +141.8% |
| NEW YORK TIMES CO | +553,465 | +3.7% |
| NUCOR CORP | -2,049,323 | -52.5% |
CFO Charles Chang:
https://www.sec.gov/Archives/edgar/data/1067983/000119312526349555/xslF345X06/ownership.xml
General Counsel Michael O'Sullivan:
https://www.sec.gov/Archives/edgar/data/1067983/000119312526349574/xslF345X06/ownership.xml
For anyone interested, it's about an hour long. It covers his charitable contributions, Bill Gates, what happens to his remaining shares, the investment in Alphabet/Google, etc.
At the end, he shared that he recently broke his leg. That made me sad, but I've been waiting for the inevitable since the end of the last century and I'm glad that he's still with us.
For anyone interested, it's about an hour long. It covers his charitable contributions, Bill Gates, what happens to his remaining shares, the investment in Alphabet/Google, etc.
At the end, he shared that he recently broke his leg. That made me sad, but I've been waiting for the inevitable since the end of the last century and I'm glad that he's still with us.
Marubeni:
Mitsui:
Berkshire Hathaway's ownership of Marubeni crossed the reporting threshold on June 25th, Mitsui on June 24th. After the disclosures last May for increases in ownership of Sumitomo and Mitsubishi, I expect that we'll see a future Berkshire Hathaway filing for Itochu Corporation.
I didn't get a paywall to read this article. It describes the current state and immediate future for the subsidiary (bright).
I've ridden on some NetJets flights as a tag along passenger (empty seats and I guess the fractional owners consider me to be good company). As a top-tier loyalty member for a major US airline, flying NetJets makes flying first class/business class seem like getting on a Greyhound bus to take a trip.
BRK's share count of Sumitomo rose by 9.5% (from 112,459,500 to 123,129,300) compared to the last disclosure filing (as of 03/10/2025) and shares outstanding dropped by 1.3% (from 1,211,099,367 to 1,195,115,184)
(I used my phone camera and a translation app to read this in English.)
https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/xslForm13F_X02/53405.xml
| NAME OF ISSUER | CHG IN SHARES | PCT |
|---|---|---|
| ALLEGION PLC | -780,133 | GONE |
| ALPHABET INC CAP STK CL A | +36,403,656 | +204.0% |
| ALPHABET INC CAP STK CL C | +3,585,215 | NEW |
| AMAZON COM INC | -2,276,000 | GONE |
| AON PLC | -3,602,995 | GONE |
| ATLANTA BRAVES HLDGS INC | -115,428 | GONE |
| BANK AMER CORP | -3,671,769 | -0.7% |
| CHARTER COMMUNICATIONS INC N | -1,060,882 | GONE |
| CHEVRON CORP NEW | -45,780,506 | -35.2% |
| CONSTELLATION BRANDS INC | -12,367,110 | -95.1% |
| DAVITA INC | -1,658,480 | -5.2% |
| DELTA AIR LINES INC | +39,809,456 | NEW |
| DIAGEO PLC | -227,750 | GONE |
| DOMINOS PIZZA INC | -3,350,000 | GONE |
| HEICO CORP NEW | -1,294,612 | GONE |
| LAMAR ADVERTISING CO NEW | -1,202,410 | GONE |
| LENNAR CORP CL A | +3,048,692 | +43.2% |
| LENNAR CORP CL B | +56,723 | +31.3% |
| LIBERTY LATIN AMERICA LTD | -3,680,685 | GONE |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | -330,518 | -3.0% |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | -3,018,555 | GONE |
| MACYS INC | +3,038,355 | NEW |
| MASTERCARD INCORPORATED | -3,986,648 | GONE |
| NEW YORK TIMES CO | +10,080,791 | +199.0% |
| NUCOR CORP | -2,500,674 | -39.0% |
| POOL CORP | -3,068,885 | GONE |
| UNITEDHEALTH GROUP INC | -5,039,564 | GONE |
| VISA INC | -8,297,460 | GONE |
The prior regulatory filing showed a 9.67% stake in Mitsubishi on March 10, 2025. My personal opinion is that BRK very likely increased their holdings in the other four sōgō shōsha and will be submitting filings in the near future.
(edit) My opinion just changed. While BRK's share count of Mitsubishi increased by 5.5% (from 389,043,900 shares to 410,339,800), the number of shares outstanding dropped by 7.8% (from 4,022,391,153 shares to 3,710,528,742). I still feel that BRK increased their holdings of the four other sōgō shōsha, but it may not require regulatory filings for disclosure.