Group 1 - Mario Gabelli, chairman and CEO of GAMCO Investors, expressed interest in buying Kraft Heinz Co (NASDAQ:KHC) in pieces, particularly in light of the company's plan to split into two entities [1][2] - Gabelli indicated that the split could potentially increase the value of the pieces to the mid-$30s range, suggesting a positive outlook on the financial engineering involved [2] - Longleaf Partners Fund noted that Kraft Heinz was a detractor in their second quarter 2025 performance, but highlighted a shift towards premium offerings that could be overlooked by the market [3] Group 2 - There is speculation regarding Berkshire Hathaway potentially reducing its stake in Kraft Heinz, although this situation is considered nuanced [3] - Longleaf Partners Fund acknowledged the investment potential of Kraft Heinz but expressed a stronger conviction in AI stocks for higher returns with limited downside risk [3]
Billionaire Mario Gabelli Says He’s Thinking About Buying More Kraft Heinz (KHC) Shares