Berkshire Hathaway Class B Shares Rise 1.47% on $2.21 Billion Volume 32nd Most Traded Ahead of Buffett's Industrial Sector Move

Berkshire Hathaway Class B shares (BRK.B) rose 1.47% on August 13, trading with a daily volume of $2.21 billion, ranking 32nd in market activity. The stock’s performance precedes the company’s quarterly 13-F filing on August 14, which is anticipated to disclose Warren Buffett’s long-suspected industrial sector investment. The 10-Q filings for Q1 and Q2 revealed a $4.8 billion increase in the "commercial, industrial, and other" category without corresponding public purchases, suggesting Buffett’s strategy of stealth accumulation to avoid price inflation.

Analysts speculate the undisclosed stock could belong to industrial giants like UPS or Caterpillar. The filing will also clarify Berkshire’s recent portfolio adjustments, including a potential $4 billion reduction in its Bank of America stake following a 40% trimming between July 2024 and Q1 2025. Updates on core holdings such as Apple, American Express, and Chevron are expected to provide insight into Buffett’s evolving investment approach amid shifting market dynamics.

Despite a 12% decline from its May peak, BRK.B maintains a "Moderate Buy" consensus rating from Wall Street, with a mean target price of $540 implying roughly 15% upside. The rating reflects confidence in Berkshire’s long-term strategy, though investors remain cautious about short-term volatility. The 13-F filing is seen as a pivotal event to reassess the company’s strategic direction and portfolio resilience.

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