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In the summer of 2020, Berkshire revealed it had bought stakes of about 5% in each of Japan’s top five trading companies. In total, the American industrial and insurance conglomerate invested $6.7 billion at the time, while telling shareholders it could hold and increase the size of those holdings over the long run. This year, as Japan’s stock markets rocketed to 33-year highs, Berkshire disclosed it had in fact doubled down, taking its stakes in each company to an average of more than 8.5%. The US giant still has room to run, as it has previously stated it could eventually raise its stakes of each firm to 9.9%.

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In the summer of 2020, Berkshire revealed it had bought stakes of about 5% in each of Japan’s top five trading companies. In total, the American industrial and insurance conglomerate invested $6.7 billion at the time, while telling shareholders it could hold and increase the size of those holdings over the long run. This year, as Japan’s stock markets rocketed to 33-year highs, Berkshire disclosed it had in fact doubled down, taking its stakes in each company to an average of more than 8.5%. The US giant still has room to run, as it has previously stated it could eventually raise its stakes of each firm to 9.9%.
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atomicpoet (atomicpoet@atomicpoet.org)'s status on Wednesday, 07-Aug-2024 05:47:44 JST atomicpoet

Berkshire Hathaway recently sold a big boatload of shares in Apple.
A lot of people are asking “Why?”
This is just speculation, but I suspect it might have something to do with Japanese interest rates going into positive territory.
But again, this is just speculation.
https://www.cnn.com/2023/11/01/investing/munger-interview-buffett-japan-investment-intl-hnk/index.html

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