u/NoDontClickOnThat

Author expects a future filing for Itochu based on past Berkshire pattern (Sumitomo, Mitsubishi already disclosed). If Berkshire is completing its rotation through all five major Japanese trading houses, Itochu is next, likely with a similar large stake. Anticipate announcement; buying now could lead to a revaluation bump when ownership is disclosed. Filing may not occur, or stake could be smaller than expected. Timing uncertain.

Berkshire now holds >10% of Marubeni, filing confirms increased stake. Berkshire's large, steady accumulation suggests it sees significant undervaluation or future appreciation in Marubeni. Follow Berkshire's lead – buying alongside a proven value investor is a strong medium-term catalyst. Regulatory changes in Japan, commodity price swings, Berkshire could trim later.

Berkshire’s stake in Mitsui crossed 10.83% on June 24, 2026. Like Marubeni, Berkshire’s continued accumulation indicates belief in Mitsui’s long-term intrinsic value. Co-invest in a high-conviction Berkshire holding with low churn potential. Currency risk (JPY), cyclical earnings from commodities, Berkshire selling.

Berkshire now owns 10.3% of Sumitomo, with a 9.5% increase in shares held since last filing. Buffett’s buying signals undervaluation and long-term value creation; reduced share count via buybacks further boosts per-share value. Follow the Oracle of Omaha — Sumitomo likely remains undervalued with strong cash flows and a supportive shareholder return policy. Japan macro slowdown, yen volatility, regulatory changes, or any unexpected shift in Buffett’s strategy.

Berkshire has started buying its own shares again for the first time in almost two years to deploy its $400bn cash pile. Share buybacks indicate management believes the stock is undervalued, while the new Tokio Marine deal shows active, strategic deployment of their massive cash reserves under new CEO Greg Abel. Berkshire is a strong long-term hold/buy as it actively returns value to shareholders and expands its profitable Japanese footprint. Headwinds in the broader insurance sector (property and casualty) as warned in their annual letter.

Berkshire Hathaway is taking a $1.8bn (2.5%) strategic stake in Tokio Marine and agreeing to a reinsurance and M&A collaboration deal. The "Berkshire halo effect" historically drives significant capital inflows into their Japanese targets (as seen with the trading houses), and the strategic M&A partnership provides long-term growth catalysts. Going long on Tokio Marine aligns with Berkshire's stamp of approval and strategic backing. General Japanese market downturns or failure to execute profitable M&A deals despite the partnership.