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(This is Warren Buffett Watch newsletter, news and analysis of all things Warren Buffett and Berkshire Hathaway. You can register here get it every Friday night in your inbox.)
Hours after We first reported last week when Berkshire sold the rest of his share in Byd Earlier this year, the Chinese electric vehicle manufacturer confirmed the news and thanked Warren Buffett and Charlie Mander for believing in the company.
In a publication on the Chinese Social Media Weibo site, CEO for Public Relations on BYD Li Yunfey writesAs translated by Google:
“In August 2022, Berkshire Began Gradually Reducing ITS Holdings of Company Shares Purchased in 2008, and by Last June, Its Stake Had Fallen Below 5%… Investing in Stocks Involves Both Normal … We Are Grateful for Charlie Munger’s and Warren Buffett’s Recognition of Byd, As Well As for the Investment, Support, and Companionship Over The Past 17 Years … Praise Too
BYD Dolphin Surf’s electric cars are parked in front of the place where BYD Carmaker holds an event for a presentation of vehicles in Berlin, Germany, May 21, 2025.
Annegret greeting | Reuters
Byd Executive Vice President Stella Li, Appearing on CNBC Europe Access to the Middle East this weekThey sounded Weibo Post, saying that Buffett and Mource “love” byd and his management, but “they are investors, so naturally buying and selling is their business, so it’s not because we don’t like it.”
And Reuters Quotes Special adviser to BYD, Alfredo Altavila, saying that Buffett “has realized 20 times more than the capital he invests. He did very well to do what he did.”
“We are extremely pleased that we had Buffett (as an investor), but the fact that he is monetized (spelling the United Kingdom) is exactly what Berkshire Hathaway does for a living: buying, winning and selling.”
However, investors around the world were not so receiving.
BYD shares fell over 6% this week in Hong Kong.
Second Japanese bet is doing 10%
While Berkshire closes his Chinese investment he continues to expand his possessions to Japanese “Trading house“Stocks.
This week, Mitsui said in a News That Berkshire is “informed” that “they now own 10% or more of the right to vote in Mitsui as a result of further acquisition of our shares.”
However, he did not know the exact number of shares that Berkshire now owns.
In a Discovering on March 17thBerkshire reports that it holds a 9.8% share of 285 401 400 shares of Mitsui. They will be estimated at about $ 7.3 billion at today’s closing.
At the end of last month an employee of Mitsui to say Reuters Berkshire raised his share, but refused to give a percentage.
At the same time, Mitsubishi said in a regulatory This share of Berkshire increased to 10.2% of 9.7%.
We have heard anything about the three other Japanese farms in Berkshire, Idoche., Marriedand SumitomoBut it would not be a surprise to learn that these bets also exceeded 10%.
Buffett on the Internet
Some links may require a subscription:
Accents from the archive
Why Berkshire created Class B shares (1996)
Leading to Berkshire’s vote to add Class B shares, Warren Buffett explains Thinking behind this move.
Berkshire Stock Watch
Berkshire’s best shares – September 26, 2025
The best parties in Berkshire for publicly traded shares in the US and Japan at market value based on today’s closing prices.
The holdings are from June 30, 2025, as reported in 13F Submission of Berkshire Hathaway On August 14, 2025, except for:
The full list of farms and current market values ​​is available from CNBC.com Berkshire Hathaway Portfolio TrackerS
Questions or comments
Please send any questions or comments about the newsletter to me on alex.crimpen@nbcuni.comS (Excuse me, but we don’t send questions or comments to Buffett himself.)
If you are no longer subscribed to this newsletter, you can register hereS
Also, Buffett’s annual letters to shareholders are highly recommended reading. Have been collected Here on the Berkshire websiteS
– Alex Krippen, editor, Warren Buffett clock
Correction: In this article, the annual return of BYD shares was adjusted.
