Berkshire Hathaway Inc. (NYSE:BRK-B) is one of the 13 Best Diversified Stocks to Buy According to Hedge Funds. Berkshire Hathaway Inc. (BRK-B) Ends Its 17-Year Stake in BYD, TD Cowen Reduces PT On September 21, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) ended its 17-year stake in BYD, an investment that grew more than 20 times since its 2008 entry. The company’s management expressed gratitude, while BYD adviser Altavilla dismissed speculation of mistrust, stressing that the sale reflected Berkshire’s dis ...

Peterson Investment, an investment management firm, released its “Peterson Investment Fund I” second-quarter 2025 investor letter. During the quarter, the fund declined by 10.1%, compared with a 10.9% gain in the S&P 500 including dividends. Despite the short-term setback, Peterson Investment Fund I remains ahead on a year-to-date basis, returning 13.6% net to investors versus the S&P 500’s 6.2% return. Looking further back, the firm highlighted its long-term record of compounding capital. Since its incept ...

Macquarie Asset Management, an investment management company, released its “Macquarie Core Equity Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. The US large-cap equity market surged in Q2 2025, with the S&P 500® Index rising 10.94%. The equity market’s strength was due to reduced concerns over the possibility of President Trump quickly imposing harsh tariffs. Later, the administration put a pause on the tariff implementation. In this environment, the Macq ...

交易动态 - Rockland Trust Co在2025年第二季度出售50,487股伯克希尔哈撒韦B类股(BRK B)，交易价值2566万美元[1][2] - 交易后剩余持仓22,228股，价值1080万美元(截至2025年6月30日)[2] - 伯克希尔持仓占Rockland Trust Co的13F资产比例从18%降至05%[2] 投资组合结构 - Rockland Trust Co前五大持仓(截至2025年6月30日)：微软(2244亿美元/109% AUM)、GLD(1962亿美元/96% AUM)、谷歌(1768亿美元/86% AUM)、IVOV(1551亿美元/76% AUM)、NOBL(1339亿美元/65% AUM)[3] 公司财务表现 - 伯克希尔哈撒韦股价2025年7月10日收盘价47827美元，过去一年上涨165%，相对标普500超额收益39个百分点[3] - 远期市盈率277倍，企业价值倍数(EV/EBITDA)95倍[3] - 五年营收复合增长率79%[3] - 总市值10330亿美元，过去十二个月营收3839亿美元，净利润809亿美元[4] 业务概况 - 业务涵盖保险、再保险、铁路运输、能源公用事业、制造业、零售及金融服务，采用分散化管理架构[5] - 全球运营网络覆盖北美及国际市场，服务个人、企业和政府客户[5] - 现金及短期投资储备达3500亿美元[8] 管理层变动影响 - 沃伦·巴菲特宣布2025年底卸任CEO(保留董事长职务)，近三个月股价下跌约9%[6] - 继任者Greg Abel过去二十年主导非保险业务(特别是能源和公用事业板块)扩张[8] - 预计新管理层将延续现有投资哲学，同时注入商业洞察力[9]