Berkshire Hathaway disclosed an increase to their holdings in Mitsubishi (in Japanese to the Japanese government FSA). As of April 30th 2026, BRK owns 11.06% of Mitsubishi.

NoDontClickOnThat · 2026-05-15T16:08:09+00:00

=== SUMMARY === - The post reveals Berkshire Hathaway increased its stake in Mitsubishi (MSBHF / 8058.T) from 9.67% to 11.06% as of April 30, 2026, citing a Japanese regulatory filing. - The author notes the share count also dropped 7.8% due to buybacks, effectively boosting BRK’s ownership percentage further, and speculates similar increases in the other four sōgō shōsha (Itochu, Marubeni, Mitsui, Sumitomo). - Quality assessment: Well-researched DD – the author provides a direct link to the filing, calculates precise share changes, and distinguishes between confirmed data and inference. === SENTIMENT === BULLISH === TRADE IDEAS === TICKER - DIRECTION | confidence: 0.90 | sentiment: +0.75 Speaker: u/NoDontClickOnThat Thesis: 1. THE FACT: BRK’s official filing confirms a 5.5% increase in Mitsubishi shares held, raising the stake to 11.06% as of April 30, 2026. 2. THE BRIDGE: Berkshire’s accumulation signals long-term conviction in Mitsubishi’s value and Japan’s trading house model, especially amid a shrinking share count that further concentrates BRK’s ownership. 3. THE VERDICT: Buying Mitsubishi alongside Buffett’s disclosed moves aligns with value-investing principles and may benefit from continued buyback support and potential re-rating. 4. RISKS: Currency fluctuations (JPY/USD), commodity cycle downturn, regulatory changes in Japan, or a sudden reversal by BRK. Timeframe: medium-term Key Points: - BRK now owns 11.06% of Mitsubishi - Company reducing shares, boosting EPS - Confirmed filing, not speculation - Follow Buffett’s Japan trade - Medium-term holding with catalyst TICKER - DIRECTION | confidence: 0.60 | sentiment: +0.45 Speaker: u/NoDontClickOnThat Thesis: 1. THE FACT: The author infers BRK likely increased holdings in the other four sōgō shōsha (Itochu, Marubeni, Mitsui, Sumitomo) based on historical patterns and the share reduction in Mitsubishi’s filing. 2. THE BRIDGE: If BRK similarly raised stakes in the other four, they could benefit from the same

AI Summary

Summary

The post reveals Berkshire Hathaway increased its stake in Mitsubishi (MSBHF / 8058.T) from 9.67% to 11.06% as of April 30, 2026, citing a Japanese regulatory filing.
The author notes the share count also dropped 7.8% due to buybacks, effectively boosting BRK’s ownership percentage further, and speculates similar increases in the other four sōgō shōsha (Itochu, Marubeni, Mitsui, Sumitomo).
Quality assessment: Well-researched DD – the author provides a direct link to the filing, calculates precise share changes, and distinguishes between confirmed data and inference.

Score 17

Comments 9

Upvote % 96%

Summary

▶ Full Post Text

More from Reddit — r/ValueInvesting