Berkshire shares are close to even with the S&P year-to-date, recovering from a deficit of just about 8 share factors final week.
DaVita rallies on sturdy 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 nearly 1.7 million DVA shares at a pre-surge value of $120.56 every final Thursday, for a complete of slightly 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 stage 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 indicate its entry right into a “new Golden Period.”
In a information launch, President and CEO Karen Goracke is quoted as saying the objective is to “reimagine the shopper’s expertise” with an “elevated luxurious atmosphere” 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 Could’s gathering. The shop will stay open in the course of the development work.
The design is by HDR with development by Kiewit. Each are primarily based in Omaha.
BUFFETT & BERKSHIRE AROUND THE INTERNET
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HIGHLIGHTS FROM CNBC’S BUFFETT ARCHIVE
‘Work out what is smart and observe your personal course’ (2016)
AUDIENCE MEMBER: My query is for my youngsters watching at dwelling in the present day and youngsters within the viewers.
How ought to they take a look at shares when day-after-day within the media they see firms which have by no means made a dime of their life go IPO?
WARREN BUFFETT: You do not actually have to fret about, you already know, what is going on on in IPOs, or individuals creating wealth.
Individuals win lotteries day-after-day, however there isn’t any cause to have that have an effect on you in any respect. You should not be jealous about it.
I imply, you already know, in the event that they need to do mathematically unsound issues, and one in all them often will get fortunate, they usually put the one particular person on tv, and the million that contributed to the winnings with the large slice taken out for the state, you already know, do not get on there — it is nothing to fret about.
Simply — all you must do is determine what is smart. And you do not — and also you take a look at shopping for — whenever you — whenever you purchase a inventory, you get your self within the psychological state of mind that you simply’re shopping for a enterprise, and should you do not take a look at a quote on it for 5 years, that is positive…
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 attributable to envy. You do not need to get envious of any person that received the lottery or purchased an IPO that went up.
It’s important to determine what is smart and observe your personal 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 Could 2024.
(All figures are as of the date of publication, until in any other case indicated)
BERKSHIRE’S TOP EQUITY HOLDINGS – Feb. 6, 2026
Berkshire’s prime holdings of disclosed publicly traded shares within the U.S. and Japan, by market worth, primarily based on the newest closing costs.
Holdings are as of September 30, 2025, as reported in Berkshire Hathaway’s 13F submitting on November 14, 2025, aside from:
The total listing of holdings and present market values is obtainable from CNBC.com’s Berkshire Hathaway Portfolio Tracker.
QUESTIONS OR COMMENTS
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Additionally, Buffett’s annual letters to shareholders are extremely really helpful studying. They’re collected right here on Berkshire’s web site.
— Alex Crippen, Editor, Warren Buffett Watch