Berkshire shares are on par with the S&P year-to-date, recovering from a loss of nearly 8 percentage points last week.
Davita’s strong earnings boost after Berkshire cuts stake
That’s good news for Berkshire, which owns a 44% stake in more than 30 million shares worth $4.2 billion.
The not so good news, however, is that it was forced to sell about 1.7 million DVA shares last Thursday at the pre-hike price of $120.56 each, totaling just under $200 million.
In the 2024 agreement with DaVita, Berkshire promised to keep its stake at 45% or less of the company’s outstanding shares, a level it fell to last quarter as DaVita bought back its stock.
Golden Renewal of Borshims
Berkshire Hathaway subsidiary Borsheims is planning a “major architectural transformation” of its flagship Omaha jewelry store to signal its entry into a “new golden age.”
In a news release, President and CEO Karen Goracke is quoted as saying that the goal is to “reimagine the customer experience” with an “elevated luxury environment” that “reinforces Borsheim as a destination.”
The discount offered to shareholders helps make the store a destination during Berkshire’s annual meeting weekend.
Renovations will begin after this May’s gathering. The store will remain open during construction.
The design is by HDR and the manufacturing is by Kiewit. Both are located in Omaha.
Buffett and Berkshire on the Internet
Some links may require subscription:
Highlights from CNBC’s Buffett Archive
‘Find out what makes sense and go your own way’ (2016)
audience member: My question today is for my children watching at home and the children in the audience.
How should they look at stocks when every day they see in the media companies launching IPOs that have never earned a single penny in their lives?
warren buffett: You don’t really have to worry about, you know, what’s happening in the IPO, or whether people are making money.
People win the lottery every day, but there’s no reason for it to affect you. You shouldn’t be jealous of this.
I mean, you know, if they want to do weird things mathematically, and one of them gets lucky sometimes, and they put a person on television, and millions of people have contributed to the victory with large stakes for the state, you know, don’t go there – there’s nothing to worry about.
That’s it – you just have to figure out what is meant. And you don’t do that – and you focus on buying – when you – when you buy a stock, you find yourself in this mental state that you’re buying a business, and if you don’t see a quote on it for five years, that’s OK…
Let the rest of the world go its own way. You don’t do that – you don’t want to join a stupid game just because it’s available…
As Charlie would say, a lot of problems are caused by jealousy. You don’t want to be jealous of someone who won the lottery or bought an IPO that went up in price.
You have to figure out what matters and follow your own course.
berkshire stock watch
BRK.A Stock Price: $762,569.63
BRK.B Stock Price: $508.09
BRK.BP/E (TTM): 16.25
Berkshire market capitalization: $1,096,347,710,921
Berkshire cash as of Sept. 30: $381.7 billion (up 10.9% from June 30)
Excluding rail cash and subtracting T-bills payable: $354.3 billion (up 4.3% from June 30)
No Berkshire stock repurchases after May 2024.
(All figures are as of the date of publication, unless otherwise indicated)
Berkshire’s Top Equity Holdings – February 6, 2026
Berkshire’s top holdings in publicly traded stocks in the US and Japan are disclosed, ranked by market value, based on the latest closing prices.
Holdings are through September 30, 2025, as reported in Berkshire Hathaway’s 13F filing dated November 14, 2025, except:
A complete list of holdings and current market values is available on CNBC.com’s Berkshire Hathaway Portfolio Tracker.
Questions or Comments
Please send any questions or comments about the newsletter to me at alex.crippen@nbcuni.com. (Sorry, but we do not forward questions or comments to Buffett himself.)
If you haven’t already subscribed to this newsletter, you can sign up here.
Additionally, it is highly recommended to read Buffett’s annual letters to shareholders. They are collected here on Berkshire’s website.
-Alex Crippen, editor, Warren Buffett Watch
