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The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
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Sign InIn a move reflecting a continued diversification strategy away from US-centric assets, Berkshire Hathaway increased its stakes in three major Japanese trading houses during the second quarter. According to reports, the firm raised its holdings in Mitsubishi, Sumitomo, and Marubeni under the leadership of Greg Abel. The total value of Berkshire's positions across five Japanese trading firms reached approximately $35.4 billion by the end of 2025.
This expansion comes as Japanese trading houses, known as 'Sogo Shosha,' report robust earnings driven by commodity price strength and supply chain efficiencies. For context, peer firm Mitsui & Co has posted record profits in recent periods, reinforcing the sector's appeal to value investors. Per market data, this trend aligns with Buffett’s philosophy of seeking companies with stable cash flows and growing dividend yields.
Regarding market performance, Mitsubishi (8058.T) closed at 4,447 JPY, Sumitomo (8053.T) at 1,514 JPY, and Marubeni (8002.T) at 4,988 JPY as of the close on July 17, 2026. Meanwhile, Berkshire Hathaway (BRK-B) stood at $493.12 at the close of July 16, 2026. Investors remain attentive to further updates on the firm's Asian strategy during upcoming annual shareholder communications.