Berkshire Hathaway (NYSE:BRK.A) sits on roughly $400B in cash and T‑bills while Buffett controls about 13.2% of the float; recent repurchases (≈$8B Apr–Jul) and Q2 buyback figures due Aug 1 coincide with a trimmed Apple stake and a proposed $72.50 Taylor Morrison buyout under probe.
Previous Week Recap
- Buffett Buyback Hints: Warren Buffett held 188,290 BRK.A shares (plus 1,162 B) — about 13.2% of float. Barron’s estimates roughly $8B in repurchases Apr 14–Jul 14. Q2 buyback figures due around Aug 1.
- Berkshire Holds Cash Heap: Berkshire Hathaway (BRK.A) holds about $400 billion in cash and T-bills. Traders: large liquid position and insurance-led cash generation may affect buyback, acquisition and capital allocation moves.
- Apple Stake Downshifted: BRK.A holds 228 million Apple shares (~$75B). Berkshire cut the position over 75% from 2024 peak. In July, Apple rose ~15%, the top monthly contributor to BRK.A’s portfolio.
- Taylor Morrison Cash Buyout: Berkshire Hathaway (BRK.A) proposes cash buyout of Taylor Morrison at $72.50 per share; law firm opened probe into whether the price and deal process are adequate.
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