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Hours after we had reported for the first time last week that Berkshire sold the rest of his share Byd At the beginning of this year, the Chinese electric vehicle manufacturer confirmed the news and thanked Warren Buffett and Charlie Munger for faith in the company.
In a post on the Chinese social media website Weibo, the executive by Google wrote by BYD Public Relations, Li Yunfei:
“In August 2022, Berkshire gradually began to reduce his corporate shares bought in 2008, and in June his share had fallen below 5%… Investments in shares include both purchase and the sale, which is completely normal … We are grateful for Charlie Mungers and Warren Buffett's recognition of BYDD.
Byd Dolphin Surf Electric Cars are parked in front of the event location, where BYD Carmaker holds a vehicle presentation event in Berlin on May 21, 2025.
Annegret Greet | Reuters
Stella Li, Executive Vice President of BYD, on the CNBC Europe's Access Middle East this week, repeated the Weibo Post and said, Buffett and Munger “” BYD and his management, but “You are investors, so you are of course your business, so not because you don't like us.”
And Reuters quotes a special consultant for BYD, Alfredo Altavilla, and said Buffett “achieved the 20 -time capital that he invested. He did very well to do what he did.”
“We were very happy to have Buffett (as an investor), but the fact that he monetized [UK spelling] Its position is exactly what Berkshire Hathaway does professionally: buying, earning and selling. “
However, investors all over the world were not so accepting.
The BYD shares fell by more than 6%in Hong Kong this week.
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The second Japanese stake top 10%
While Berkshire completes his Chinese investments, it expands its stocks to Japanese “Handelshaus” parts.
This week, Mitsui In a press release, Berkshire said that “they now hold 10% or more of the voting rights in Mitsui due to an additional acquisition of our shares”.
However, it did not know the exact number of shares that Berkshire now has.
In disclosure on March 17, Berkshire reported 9.8% of 285,401,400 Mitsui shares. They would have a value of around 7.3 billion US dollars in today's conclusion.
At the end of the last month, a Mitsui officer Reuters Berkshire announced that he increased his share, but rejected it to give a percentage.
At the same time, Mitsubishi In a regulatory submission, the proportion of Berkshire said from 9.7% to 10.2%.
We have heard nothing about the other Japanese stocks of Berkshire. ITochuPresent MarubeniAnd SumitomoBut it would be no surprise to learn these missions over 10%.
Buffett on the Internet
Some links may require a subscription:
Highlights from the archive
Why Berkshire creates class B shares (1996)
Warren Buffett explains before the coordination of the Berkshire Board about adding class B shares behind the move.
Berkshire Stock Watch
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Berkshires Top Stock Holdings – September 26, 2025
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Berkshires Top involvement of revealed listed stocks in the USA and Japan according to the market value based on today's final prices.
The investments will be reported from June 30, 2025, as reported in Berkshire Hathaways 13F on August 14, 2025, with the exception of:
The full list of stocks and current market values ​​can be found in the Berkshire Hathaway Portfolio Tracker from CNBC.com.
Questions or comments
Please send me questions or comments about the newsletter at alex.crippen@nbcuni.com. (Sorry, but we do not conduct any questions or comments on Buffett itself.)
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In addition, Buffett's annual letters to the shareholders are highly recommended. Here is collected here on the Berkshire website.
– Alex Crippen, editor, Warren Buffett Watch
Correction: The return of BYD shares from seasons was corrected in this article.