Berkshire Hathaway Raises Stakes in Three Japanese Trading Houses

Corporate Action
โดย The Motley Fool·Read original
Summary · why it matters

Berkshire Hathaway increased its holdings in Mitsubishi, Sumitomo, and Marubeni during the second quarter, according to Japanese regulatory filings. The conglomerate's stake in Mitsubishi rose to 11.1% as of April 30, while its Sumitomo position reached 10.3% as of May 12, up from 9.3%, and its Marubeni stake also climbed above 10%. These three are part of a group of five Japanese trading houses that Berkshire began buying in 2019, with the total cost of all five positions at $15.4 billion and their market value at $35.4 billion at the end of 2025. The investments are funded with yen-denominated borrowings carrying an average interest cost of just 1.2%, and the five companies paid Berkshire a combined $862 million in dividends last year.

Impact on stocks 6

Energy Transition & Power Demand · 4 stocks
Marubeni Corporation
8002
▲ PositiveCapitalrelevance

Berkshire Hathaway increased its stake above 10%, indicating continued investment and endorsement.

Sumitomo Corporation
8053
▲ PositiveCapitalrelevance

Berkshire Hathaway raised its stake to 10.3%, reflecting positive investor sentiment and capital backing.

Mitsubishi Corporation
8058
▲ PositiveCapitalrelevance

Berkshire Hathaway increased its stake to 11.1%, signaling strong investor confidence and providing capital support.

Robotics & Physical AI · 1 stocks
Financials · 1 stocks