巴菲特再度出手：伯克希尔增持三菱商事，持股比例已超10%

Core Viewpoint - Berkshire Hathaway's wholly-owned subsidiary, National Indemnity Company, has increased its stake in Mitsubishi Corporation from 9.74% to 10.23%, entering the list of major shareholders [1][3]. Group 1: Shareholding Changes - National Indemnity Company held 3,890,439 shares (9.74%) before the change and increased to 3,909,339 shares (10.23%) after the change [3]. - Following the announcement, Mitsubishi Corporation's stock price rose nearly 3%, positively impacting the Japanese stock market [1][4]. Group 2: Other Companies Involved - Berkshire Hathaway also increased its stake in Mitsui & Co., with a current holding of 9.82% as of March [4]. - Berkshire holds shares in all five major Japanese trading companies, including Marubeni Corporation, Itochu Corporation, and Sumitomo Corporation [4]. Group 3: Long-term Investment Strategy - Warren Buffett expressed a long-term commitment to holding shares in these Japanese trading companies for at least 50 years, indicating a strong belief in their value [5][6]. - As of the end of 2024, Berkshire's total investment in the five major trading companies was $13.8 billion, with a market value of $23.5 billion [6]. - Expected dividend income from these investments in 2025 is approximately $812 million, with interest costs on yen-denominated debt around $135 million [6]. Group 4: Historical Context - Berkshire first purchased shares in the five major trading companies in July 2019, initially attracted by their low stock prices [7].