$BRK-A

Berkshire Hathaway reported Q2 2026 cash and Treasury bills of $365.5 billion, down from $397.4 billion in Q1, ending a 14-quarter streak as a net seller. According to Berkshire, CEO Greg Abel became a net buyer of equities, adding about $20 billion net, and increased buybacks to $4.5 billion. Apple fell to 20% of the portfolio; Alphabet rose after a $10 billion investment.

Berkshire Hathaway reported Q2 earnings and said cash fell to $365.5B from nearly $400B at end-March. The company disclosed it bought over $24B of stocks but did not name them until a later filing; the headline cites $10B in Alphabet shares and $4.5B in share repurchases. Profit rose to $25.667B; operating profit increased to $12.983B.

Berkshire Hathaway (BRK-B) completed its acquisition of homebuilder Taylor Morrison (TMHC) on July 24 for $72.50 per share, valuing equity at about $6.8B and enterprise value near $8.5B. The deal integrates Taylor Morrison brands into Berkshire’s Clayton Properties Group. Article also compares Berkshire and Blackstone (BX) hedge-fund sentiment and valuation.

Berkshire Hathaway (BRK-B) reported Q1 2026 operating earnings of $11.35 billion, up 18%, with net income rising to $10.1 billion. The company said its cash pile was $397.4 billion at end of Q2 2026, about 59% of investable assets. Buybacks resumed after a 21-month pause, and CEO Greg Abel bought $15 million of shares.

BNSF CEO Katie Farmer said BNSF is reviewing additional Surface Transportation Board information on the proposed Union Pacific-Norfolk Southern merger. She argued the supplemental filing does not address anticompetitive concerns and would raise rail rates and consumer prices. She cited Railfax data that the combined UP-NS would handle about 37% of North American rail traffic.

Norwegian Cruise Line Holdings (NCLH) shares fell about 7% premarket after it reported fourth-quarter results that beat analyst estimates. Investors cited higher oil prices that could raise fuel costs. Royal Caribbean (RCL) was down about 5% premarket. Berkshire Hathaway (BRK-B) fell about 1% after reporting Q4, with operating profit after taxes down 30% year over year.

Warren Buffett said he plans to donate his remaining Berkshire Hathaway shares to charity, with all remaining shares gone by Dec. 31, 2034, according to Berkshire Hathaway’s news release. Buffett converted 8,000 Class A shares into 12 million Class B shares and donated them to four foundations. The article also cites Berkshire’s large cash position and management flexibility under Greg Abel.

Warren Buffett said he will donate all remaining Berkshire Hathaway shares worth over $140 billion to four family foundations by Dec. 31, 2034. According to the report, he transferred about $6 billion in BRK-B to the Susan Thompson Buffett, Sherwood, Howard G. Buffett, and NoVo foundations, with the Gates Foundation receiving nothing for the first time since 2006. The article cites Buffett’s stated reason as Bill Gates’ disclosed ties to Jeffrey Epstein.

Warren Buffett returned to CNBC as Berkshire Hathaway shares lag the S&P 500 by about 13 percentage points in 2024. Berkshire is down about 3% YTD versus the S&P up 10%. The firm invested $10 billion in Alphabet’s AI infrastructure and holds Apple. The article also mentions lithium producer EnergyX and a July 16 investment deadline.

Warren Buffett said he has stopped donating to the Gates Foundation after Epstein-related revelations involving Bill Gates. Buffett plans to donate about $6 billion of Berkshire Hathaway stock, including 12 million Class B shares (BRK-B), to four family foundations run by his children, and to transfer remaining Berkshire shares by Dec. 31, 2034. Berkshire has donated over $47 billion to the Gates Foundation since 2006.