Berkshire Hathaway now owns 10.32% of Marubeni Corp. and 10.83% of Mitsui & Co., LTD - disclosure filing with Japan FSA (in Japanese) | Reddit — r/ValueInvesting Ideas & AI Summary

NoDontClickOnThat · 2026-07-01T11:11:54+00:00

=== SUMMARY === - The post reports that Berkshire Hathaway has increased its ownership in Marubeni to 10.32% and Mitsui & Co. to 10.83%, based on Japanese FSA filings. - The author expects a future disclosure for Itochu, following similar patterns of Berkshire’s accumulation in Japanese trading houses. - The thesis is that Berkshire is actively building stakes, signaling a bullish value-oriented view on these diversified trading companies. - Quality assessment: High-quality factual disclosure. The author provides official filing links and correctly notes the threshold crossing dates. This is well-researched news, not speculation. === SENTIMENT === BULLISH === TRADE IDEAS === MARUY - LONG | confidence: 0.65 | sentiment: +0.70 Speaker: u/NoDontClickOnThat Thesis: 1. THE FACT: Berkshire now holds >10% of Marubeni, filing confirms increased stake. 2. THE BRIDGE: Berkshire's large, steady accumulation suggests it sees significant undervaluation or future appreciation in Marubeni. 3. THE VERDICT: Follow Berkshire's lead – buying alongside a proven value investor is a strong medium-term catalyst. 4. RISKS: Regulatory changes in Japan, commodity price swings, Berkshire could trim later. Timeframe: medium-term Key Points: - Berkshire now 10.32% owner - Filing date: June 25, 2026 - Signal of deep value conviction - Diversified trading house exposure - Potential for more buying MITSY - LONG | confidence: 0.65 | sentiment: +0.70 Speaker: u/NoDontClickOnThat Thesis: 1. THE FACT: Berkshire’s stake in Mitsui crossed 10.83% on June 24, 2026. 2. THE BRIDGE: Like Marubeni, Berkshire’s continued accumulation indicates belief in Mitsui’s long-term intrinsic value. 3. THE VERDICT: Co-invest in a high-conviction Berkshire holding with low churn potential. 4. RISKS: Currency risk (JPY), cyclical earnings from commodities, Berkshire selling. Timeframe: medium-term Key Points: - Berkshire now 10.83% holder - Mitsui is a global trading giant - Holdings increased mid-2026 - Follows prior

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The post reports that Berkshire Hathaway has increased its ownership in Marubeni to 10.32% and Mitsui & Co. to 10.83%, based on Japanese FSA filings.
The author expects a future disclosure for Itochu, following similar patterns of Berkshire’s accumulation in Japanese trading houses.
The thesis is that Berkshire is actively building stakes, signaling a bullish value-oriented view on these diversified trading companies.
Quality assessment: High-quality factual disclosure. The author provides official filing links and correctly notes the threshold crossing dates. This is well-researched news, not speculation.

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u/NoDontClickOnThat Reddit r/ValueInvesting

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.

u/NoDontClickOnThat Reddit r/ValueInvesting

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.

u/NoDontClickOnThat Reddit r/ValueInvesting

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 Hathaway now owns 10.32% of Marubeni Corp. and 10.83% of Mitsui &amp; Co., LTD - disclosure filing with Japan FSA (in Japanese)

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Berkshire Hathaway now owns 10.32% of Marubeni Corp. and 10.83% of Mitsui & Co., LTD - disclosure filing with Japan FSA (in Japanese)