Berkshire stock has been roughly even with the S&P since the beginning of the year, recovering from a nearly 8 percentage point loss last week.
DaVita rises on strong earnings after Berkshire cuts stake
This is good news for Berkshire, which owns 44% of the stock with more than 30 million shares worth $4.2 billion.
But the not-so-good news is that the company was obligated last Thursday to sell about 1.7 million shares of DVA stock at its pre-surprise price of $120.56 for a total of just under $200 million.
In its 2024 agreement with DaVita, Berkshire committed to keeping its stock at or below 45% of the company’s outstanding shares, but that level fell last quarter as DaVita repurchased stock.
Borsheim’s Golden Renovation
Borsheims, a subsidiary of Berkshire Hathaway, is planning what it calls a “major architectural transformation” of its flagship Omaha jewelry store to mark its entrance into a “new golden age.”
In a news release, President and CEO Karen Gollak reportedly said the goal is to “reimagine the customer experience” with “an elevated luxury environment” that will “strengthen Borsheims as a destination.”
The discount offered to shareholders will make the store a weekend destination for Berkshire’s annual meeting.
Renovation work will begin after the assembly in May of this year. The store will remain open during construction.
Designed by HDR and constructed by Kiewit. Both are based in Omaha.
Buffett and Berkshire on the Internet
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CNBC’s Buffett Archive Highlights
“Think about what makes sense and walk your own path” (2016)
Audience: I have a question for my children and the children in the audience who are watching at home today.
How should they view stocks when they see in the media every day about IPOs of companies that have never made a dime in their lives?
Warren Buffett: Don’t worry too much about what’s going on with IPOs or whether people are making money.
People win the lottery every day and there’s no reason for it to affect you at all. Don’t be jealous about it.
So if they want to do something mathematically unsound and one of them gets lucky every once in a while and they get one of them on TV and broadcast a million dollars that they contributed to the prize by taking out a lot of money to the state, don’t go for it. Don’t worry.
All you have to do is figure out what makes sense. And when you buy stocks, don’t fall into the frame of mind that you’re buying a company. If you haven’t seen a quote from a company for five years, that’s okay…
Let the rest of the world go its own way. You’re not — you don’t want to get into a stupid game just because it’s available…
As Charlie says, many problems are caused by envy. There’s no need to envy those who won the lottery or bought into an overpriced IPO.
You have to figure out what makes sense and stick to your own policies.
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 September 30: $381.7 billion (up 10.9% from June 30)
Excluding railroad cash and outstanding Treasury bills: $354.3 billion (4.3% increase from June 30)
There have been no repurchases of Berkshire stock since May 2024.
(All figures are as of the date of publication, unless otherwise noted)
Berkshire’s Top Stock Holdings – February 6, 2026
Berkshire’s top U.S. and Japanese listed stocks by market capitalization, based on the latest closing prices.
Holdings are as of September 30, 2025, as reported in Berkshire Hathaway’s November 14, 2025 13F filing. However, the following cases are excluded.
A complete list of holdings and current market value is available on CNBC.com’s Berkshire Hathaway Portfolio Tracker.
Question or comment
If you have any questions or comments about the newsletter, please send them to alex.crippen@nbcuni.com. (Sorry, we do not forward questions or comments to Mr. Buffett himself.)
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I also highly recommend Buffett’s annual letter to shareholders. These are collected on Berkshire’s website.
— Alex Crippen, Warren Buffett Watch Editor
