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Berkshire Hathaway Stock Is Lagging The Market, And A Giant Pension Fund Just Slashed Its Stake

FYI: Warren Buffett isn’t close to beating the market this year, and a giant pension fund has cut its investment in Berkshire Hathaway , the investment juggernaut that Buffett helms.

Class B shares of Berkshire Hathaway stock (ticker: BRKb ) have only managed a 0.9% gain so far in 2019 through Friday’s close, in sharp contrast to the S&P 500’s 18.7% rise.

We’ve noted that Buffett suffered “a reputational and financial black eye” earlier this year as Berkshire took a $1 billion paper loss when Kraft Heinz stock (KHZ)—one of its larger investments—tumbled. Years ago, Buffett backed the combination of H.J. Heinz and Kraft Foods Group that created the company.

Oregon’s Public Employees’ Retirement Fund slashed two-fifths of its Berkshire stock investment by selling 141,822 Class B shares in the second quarter. OPERF, as the pension is known, made the disclosure in a form it filed this week with the Securities and Exchange Commission. OPERF, which recently was counted as the 42nd largest public pension in the world by assets, now owns 222,763 Class B Berkshire shares.
Regards,
Ted
https://www.barrons.com/articles/berkshire-hathaway-stock-is-lagging-and-a-giant-pension-just-slashed-its-stake-51563707754

Comments

  • Seems like as good a time as any to get in
  • 5 yrs return still superior to spy or fxi
    Still holding on
  • edited July 2019
    @johnN
    Why does it matter what BRK/B returns have to do with FXI for performance?
    What is the relationship?
  • Owned brk.a for decades have over 7 figure gain never paid capital gain tax aint’ sellin’!
  • edited July 2019
    @_catch22 - hi sir. just making small comparsons between chinese stocks/sp500 to brk.b that's all.
    I held /bought and add intermittently since 2009, very happy w/ results so far
    big fan of Mr Buffett here.
    wonder what will happen to brk.a/b if he passes
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