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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC ⎊✹  😊 😞
Number: of 22353 
Subject: Davis Sold Some
Date: 08/11/25 2:38 PM
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From Barrons:
Berkshire Hathaway Director’s Firm Sold Almost 30% of Its Berkshire Stake
barrons.com - Trump nvidia AMD china AI chips

The investment firm run by Berkshire Hathaway director Chris Davis sold nearly 30% of its stake in Warren Buffett’s company during the second quarter, taking advantage of the run-up in the share price.

Davis Selected Advisers, which runs the Davis New York Venture fund, reduced its stake in Berkshire Hathaway to 1,434 shares class A equivalent (with class B shares converted to an economically equivalent amount of class A stock) on June 30 from more than 2,000 shares on March 31, according to Barron’s analysis of a new regulatory filing that details the fund’s U.S.-listed holdings. Davis Selected Advisors filed the 13-F form with the Securities and Exchange Commission Friday.

Berkshire Hathaway remains the firm’s third-largest holding by dollar value at about $1 billion, behind only Capital One Financial and Meta Platforms. The firm’s 13-F shows about $22 billion in total equity investments.

Berkshire Hathaway still represents about 5% of the fund’s holdings, considerably more than the company’s weighting in the S&P 500 index.

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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
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