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 suggest 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 setting” that “reinforces Borsheims as a vacation spot.”
Reductions provided to shareholders assist make the shop a vacation spot throughout Berkshire’s annual assembly weekend.Â
Renovations will start after this Might’s gathering. The shop will stay open through the building work.
The design is by HDR with building 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 sensible and observe your personal course’ (2016)
AUDIENCE MEMBER: My query is for my kids watching at house at the moment and youngsters within the viewers.
How ought to they take a look at shares when on daily basis within the media they see firms which have by no means made a dime of their life go IPO?
WARREN BUFFETT:Â You do not actually have to fret about, you understand, what is going on on in IPOs, or individuals making a living.
Individuals win lotteries on daily basis, however there is no motive to have that have an effect on you in any respect. You should not be jealous about it.
I imply, you understand, in the event that they wish to do mathematically unsound issues, and considered one of them often will get fortunate, and so they put the one particular person on tv, and the million that contributed to the winnings with the massive slice taken out for the state, you understand, do not get on there — it is nothing to fret about.
Simply — all it’s a must to do is work out what is sensible. And you do not — and also you take a look at shopping for — while you — while you purchase a inventory, you get your self within the psychological mind set 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 superb…
Let the remainder of the world go its personal manner. You do not — you do not wish to get right into a silly sport simply because it is accessible…
Lots of issues are, as Charlie would say, are brought on by envy. You do not wish to get envious of anyone that received the lottery or purchased an IPO that went up.
It’s important to work out what is sensible 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 Might 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 high holdings of disclosed publicly traded shares within the U.S. and Japan, by market worth, based mostly on the newest closing costs.
Holdings are as of September 30, 2025, as reported in Berkshire Hathaway’s 13F submitting on November 14, 2025, apart from:
The complete checklist of holdings and present market values is offered 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 useful studying. They’re collected right here on Berkshire’s web site.
— Alex Crippen, Editor, Warren Buffett Watch
