On July 10, it was revealed that Bright Rock Capital Management, LLC had fully sold off their shares in Berkshire Hathaway (BRK.B) during the second quarter of 2025.
What happened
In a SEC filing dated July 10th, Bright Rock Capital Management, LLC disclosed that they had liquidated all their shares of Berkshire Hathaway (BRK-B) during the second quarter of 2025. Consequently, this position was no longer included in their 13F investment portfolio.
What else to know
Direction recap: Sold out of Berkshire Hathaway; post-trade exposure is 0% of 13F AUM
Top holdings after the filing:
MSFT: $63.67 million (12.9% of AUM) as of 2025-06-30
GOOGL: $52.87 million (10.7% of AUM) as of 2025-06-30
MA: $33.72 million (6.8% of AUM) as of 2025-06-30
CB: $26.07 million (5.3% of AUM) as of 2025-06-30
Berkshire Hathaway BRK-B closed at $478.27 on July 10, 2025
The company does not currently pay a dividend, and its forward Price-to-Earnings ratio stands at 27.69. In terms of Enterprise Value to EBITDA (Last Twelve Months), it is at 9.47. As of July 10, 2025, the shares are 11.8% lower than their 52-week high.
Company overview
| Metric | Value |
|---|---|
| Market capitalization | $1,032 billion |
| Revenue (TTM) | $383.9 billion |
| Net income (TTM) | $80.9 billion |
| One-year price change | 16.5% |
Company snapshot
Berkshire Hathaway is a well-known company that operates globally, boasting a diverse range of business sectors including insurance, transportation, energy, utilities, manufacturing, retail, and service industries.
As an outside viewer, I notice that this entity operates with a multifaceted ownership model. They actively acquire and control fully-owned branches, while also securing substantial shares in other companies.
It caters to a diverse clientele, encompassing individuals, corporations, and institutions not only within the U.S., but also globally.
Foolish take
Warren Buffett’s company, Berkshire Hathaway, holds an enormous cash reserve exceeding $300 billion. This substantial amount offers security and acts as an effective safeguard if the economy experiences a downturn. Known as their “war chest,” this reserve enables Berkshire not only to endure but also to prosper during significant market declines, making it an attractive option for investors seeking assurance and long-term success.
During this period, Berkshire’s assorted business ventures consistently generate a steady stream of substantial cash. Notably, their flagship insurance company, Geico, is experiencing significant growth in profits, raking in approximately $8 billion in pre-tax profit by 2024. This insurance “float” serves as an interest-free loan for the company, allowing them to invest more effectively. Furthermore, Berkshire’s collection of wholly-owned businesses, from railroads to utilities, provides numerous cash-generating engines.
It appears that investors might be overly preoccupied with Buffett’s upcoming retirement, but it’s worth noting that Berkshire Hathaway still presents a sound investment choice. The man selected as his successor, Greg Abel, has had extensive guidance from Buffett for many years and is well-versed in the company’s long-term, value-driven investing philosophy.
Glossary
1. 13F portfolio: This refers to the collection of U.S. equity holdings that institutional investment managers must report quarterly to the SEC.
2. Reportable positions: These are securities that require disclosure in regulatory filings due to their size or type, usually held by institutional investors.
3. AUM (Assets Under Management): This term represents the total market value of investments managed for clients by a fund or firm.
4. Q2 2025: This refers to the second quarter of the year 2025, which spans from April 1st to June 30th and is used in financial reporting periods.
5. Transaction value: This denotes the total amount of money exchanged (either received or paid) during a specific investment trade.
6. Forward P/E: This is the price-to-earnings ratio calculated using projected future earnings, signifying how much investors are willing to pay for anticipated profits.
7. EV/EBITDA: This metric is derived by dividing Enterprise Value by Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA), providing a comparison between companies.
8. Post-trade exposure: This represents the percentage of a portfolio allocated to a specific security after completing a trade.
9. Conglomerate: This term describes a corporation that owns multiple businesses across various industries.
10. Wholly owned subsidiaries: These are companies whose entire equity is possessed by a parent company.
11. Equity stakes: These refer to ownership interests in companies, often represented as shares or stock.
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2025-07-23 19:35