Berkshire Hathaway’s $370B cash reserves and renewed buybacks drive a Q1 2026 portfolio addition by The London Company.
The London Company Income Equity Strategy increased its position in Berkshire Hathaway Inc. (BRK-B) during Q1 2026, citing the conglomerate’s resumption of share buybacks and a $370 billion cash reserve. BRK-B closed at $487.77 on June 9, 2026, with a market capitalization of $1.05 trillion.
Shares posted a 0.46% one-month return but declined 0.08% over the past 52 weeks. The fund highlighted Berkshire’s diversified earnings across insurance, rail, and utilities as a defensive play amid macroeconomic uncertainty.
Hedge fund ownership of BRK-B fell to 126 portfolios in Q1 2026 from 133 in the prior quarter, according to the investor letter.