13F : Never doubt Warren Buffe

13F : Never doubt Warren Buffett. His Berkshire Hathaway holds significant, long-term stakes in five major Japanese trading houses—Mitsubishi Corp, Mitsui & Co, Sumitomo, Marubeni, and Itochu—totaling over $30 billion as of late 2025. He purchased them in 2020 at their low. Now they have increased 10% each. These investments have high, stable dividends, diversified business models, and low-cost financing via yen-denominated bonds. Thanks for the invites @Universe宇宙 @icycrystal @Tiger_comments

13F | Buffett’s Final Move for Berkshire? Any Insights?

Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing. Berkshire’s portfolio rose to $274 billion, with top ten holdings still accounting for 88% of total assets — classic Buffett concentration. Yet meaningful shifts occurred beneath the surface. Apple was trimmed for the third straight quarter. Amazon was cut by over 77%. Any insights from 13F? What's next for Berkshire? Is tech too expensive now?

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icycrystal
02-23 23:07
icycrystal
thanks for sharing

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His Berkshire Hathaway holds significant, long-term stakes in five major Japanese trading houses—Mitsubishi Corp, Mitsui &amp; Co, Sumitomo, Marubeni, and Itochu—totaling over $30 billion as of late 2025. He purchased them in 2020 at their low. Now they have increased 10% each. These investments have high, stable dividends, diversified business models, and low-cost financing via yen-denominated bonds. Thanks for the invites<a href=\"https://ttm.financial/U/3585001294737518\"> @Universe宇宙 </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/cb02e5fb5f5d7259feb03456a7f59ade\"></t-t></body></html>","htmlText":"<html><head></head><body>13F : Never doubt Warren Buffett. 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