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Has Warren Buffet (or handlers) jumped back in to any signifigant extent

Posted on 7/5/25 at 5:22 pm
Posted by LChama
Member since May 2020
3264 posts
Posted on 7/5/25 at 5:22 pm
Or is he still largely in cash?
Posted by LSURussian
Member since Feb 2005
133447 posts
Posted on 7/5/25 at 5:28 pm to
quote:

Or is he still largely in cash?
He has never been "largely" in cash.

Berkshire's cash position as of the end of March was about 22% of his total portfolio.
Posted by UltimaParadox
North Carolina
Member since Nov 2008
50802 posts
Posted on 7/5/25 at 5:33 pm to
Never was mostly cash, his cash position will continue to grow until he finds a value acquisition.

He has admitted it has gotten very difficult because there aren't that many large acquisitions out there that can really move the needle for them anymore
Posted by Yeti_Chaser
Member since Nov 2017
11473 posts
Posted on 7/5/25 at 5:53 pm to
Considering the government is about to start putting $1k per baby born over the next few years into index funds I would say it's not a good time to be in cash anymore
Posted by TigerMan327
Elsewhere
Member since Feb 2011
6043 posts
Posted on 7/6/25 at 8:35 am to
Yeah ole Warren has lost out on over 100 Billie with his “genius” tactic of pulling cash out of his funds so far
Posted by LSURussian
Member since Feb 2005
133447 posts
Posted on 7/6/25 at 1:01 pm to
quote:

Warren has lost out on over 100 Billie with his “genius” tactic of pulling cash out of his funds so far
It appears you don't understand how the Berkshire portfolio is constructed.

Posted by TigerMan327
Elsewhere
Member since Feb 2011
6043 posts
Posted on 7/6/25 at 10:05 pm to
In 2021 Berkshire Hathaway had 146 billion in cash, he has constantly sold stocks in fear of a downturn and to invest when it occurs.

The majority of his extra cash started coming at the beginning of 2023.

He now has ~350 billion in cash.

Berkshire Hathaway returns by year.

2023: 15.77%
2024: 25.49%
2025 YTD: 6.83%

I’m no expert in investing like he is. But my math tells me he’s lost out on a frick ton of money by holding all that cash. What say you?


Posted by makersmark1
earth
Member since Oct 2011
20118 posts
Posted on 7/7/25 at 5:50 am to
Berkshire only buys big positions of what they consider undervalued stocks.

They probably would prefer to buy whole companies.

Buffet said most people would be better off just indexing.

I still hold Berkshire. It may have another run at some point.
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