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Berkshire Hathaway

The holding company led by Warren Buffett and Charlie Munger, owning dozens of wholly-owned businesses and a $300+ billion equity portfolio.

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Berkshire Hathaway

Berkshire Hathaway Inc. (NYSE: BRK.A, BRK.B) is a multinational holding company headquartered in Omaha, Nebraska. Led by Warren Buffett and Charlie Munger (1924-2023), it has grown from a failing textile company in 1964 to one of the world's largest and most successful companies.

The Numbers (as of 2025)

Metric Value
Market Cap ~$1 trillion
Book Value ~$650 billion
A Shares (2025) ~$900,000+ per share
Annual Growth (1965-2025) ~20% CAGR

$10,000 invested in 1964 would be worth approximately $500 million today.

Two Investment Engines

Berkshire operates through two distinct business models:

1. Insurance Operations (The Float Machine)

Insurance businesses collect premiums upfront and pay claims later. The "float" — premiums collected but not yet paid out — is Berkshire's secret weapon.

Company Type Market Position
geico Auto Insurance 6th largest in US
General Re Reinsurance Global leader
Berkshire Hathaway Reinsurance Group Catastrophe, Life Diversified
BH Primary Various small insurers Growing

The Float Advantage:

  • Float cost is essentially zero (sometimes negative when underwriting is profitable)
  • Buffett has deployed this cheap capital into equity investments and acquisitions for 60+ years
  • Current float: ~$170 billion

2. Wholly-Owned Operating Businesses

Berkshire owns 70+ operating companies outright:

Segment Key Companies
Railroad BNSF Railway
Utilities MidAmerican Energy, NV Energy
Manufacturing sees-candies, IMC, Lubrizol
Services Dairy Queen, FlightSafety
Retail Various home furnishing companies

These businesses generate ~$30-40 billion in pre-tax earnings annually, providing stable cash flow for continued deployment.

Equity Portfolio (~$300+ Billion)

Berkshire's publicly traded stock portfolio is one of the largest in the world:

Holding Approximate Value % of Portfolio
apple ~$175 billion ~50%
bank-of-america ~$35 billion ~10%
american-express ~$30 billion ~8%
Chevron ~$20 billion ~6%
Kraft Heinz ~$15 billion ~4%

Note: See latest 13-F filings for current data.

Buffett's Capital Allocation Philosophy

  1. Invest in high-return businesses when prices are reasonable
  2. Acquire wholly-owned businesses when they can be bought at fair prices
  3. Return capital via buybacks when stock is below intrinsic value
  4. Hold cash when nothing meets the margin-of-safety threshold

Never Pay a Fair Price

"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."

This shifted Berkshire's focus from Graham's "cigar-butt" approach to buying durable, wonderful businesses at reasonable valuations.

Class Structure

Class Price (2025) Voting Rights
BRK.A ~$900,000 Full voting rights
BRK.B ~$6,000 1/1500th of A vote

The dual-class structure preserves Buffett's control and long-term thinking against short-term shareholder pressure.

No Dividend Policy

Berkshire has no dividend. Buffett explains:

"We think the optimal dividend policy is almost always to let earnings compound internally at high rates of return, rather than pay dividends and have shareholders taxed."

When Berkshire cannot profitably reinvest capital, it buys back stock — Berkshire repurchased ~$60 billion of its own stock in 2019-2023 when trading below intrinsic value.

The Munger Legacy

Munger shaped Berkshire as much as Buffett:

  • Convinced Buffett to shift from "cigar-butt" to "wonderful business" investing
  • Introduced multidisciplinary thinking (mental models)
  • Ensured ethical culture and "right people" focus

His passing in 2023 marked the end of an era, though his principles remain embedded in Berkshire's culture.

Why Berkshire Endures

  1. Durable moat businesses — Insurance, railroads, utilities have high barriers to entry
  2. Float as perpetual capital — Insurance model provides cheap, growing capital
  3. Long-term orientation — No pressure for quarterly results
  4. Cultural continuity — Succession plans in place (Greg Abel as future CEO)
  5. Decentralized management — Subsidiary CEOs operate with autonomy

Annual Meeting (Woodstock for Capitalists)

Every April, 30,000+ shareholders gather in Omaha for:

  • Q&A marathon — 6+ hours of Buffett and Munger (now Abel) answering questions
  • Shopping — Berkshire subsidiaries sell products at discounts
  • MiniMBA — Informal business education

The meeting is broadcast live and is the most widely watched corporate event in the world.

Key Documents

  • Annual Report (February) — Buffett's letter to shareholders + full financial statements
  • Shareholder Letters (1957-present) — The world's best free investment education
  • 13-F Filings (Quarterly) — Public equity holdings disclosure

Summary

Berkshire Hathaway is not just a company — it is a unique capital allocation system that has:

  • Turned $10,000 into ~$500,000,000 today
  • Created more individual billionaires than any other company
  • Proved that patient, rational capital allocation beats market timing

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