BRK.B
Berkshire’s Japan tour continues
Warren Buffett’s Berkshire Hathaway is still doing what it does best: quietly buying businesses and stakes like it’s filling a Costco cart. Filings with Japanese regulators showed the company raised its ownership in Mitsubishi, Sumitomo, and Marubeni during the second quarter.
That’s a big deal because Berkshire doesn’t exactly dabble for fun. When it keeps leaning into the same names, it’s basically saying, “Yep, we still like this buffet.”
Why investors are paying attention
These aren’t flashy AI darlings or meme-stock rockets. They’re giant Japanese trading houses — old-school, cash-generating, globally connected businesses that Buffett has clearly decided belong in the permanent collection.
For investors, the message is less about one quarter’s paperwork and more about conviction:
- Berkshire is still deploying capital outside the U.S.
- The Japanese trading house trade remains alive and kicking
- Buffett’s stamp of approval can keep these names on the radar for global investors
The bigger picture
This is classic Berkshire: boring on the surface, quietly powerful underneath. If Berkshire keeps adding, it can help support sentiment around the group — and remind everyone that sometimes the most interesting trade is the one that doesn’t look interesting at all.
Big picture: Berkshire’s not chasing hype. It’s buying cash flows, and Japan is still on the shopping list.