Key insights
- Berkshire Hathaway increased its stake in Sumitomo to 10.3% as of May 12th, according to a Japanese FSA filing. This represents a 9.5% increase in BRK's share count since the last disclosure. While seemingly Japan-centric, Buffett's moves are closely watched and can signal broader value-investing opportunities, potentially influencing sentiment towards undervalued US equities.

BRK's share count of Sumitomo rose by 9.5% (from 112,459,500 to 123,129,300) compared to the last disclosure filing (as of 03/10/2025) and shares outstanding dropped by 1.3% (from 1,211,099,367 to 1,195,115,184)
(I used my phone camera and a translation app to read this in English.)