Berkshire Hathaway’s Class A shares reflect Warren Buffett’s long-standing value approach, most recently manifested in a 37.1% equity stake in Sirius XM. Acquired over multiple tranches since 2013, the position now represents roughly 10% of the company’s outstanding shares. Despite a modest decline in total subscribers—down from 34.1 million in 2021 to 31.5 million at the end of 2024—Sirius XM has increased its average revenue per user by 8% year-over-year through tiered subscription pricing. Free cash flow generation of $1.2 billion last year has enabled a 5.3% dividend yield, which Buffett’s team has signaled room to expand if cash flow growth persists. This sizable holding highlights Berkshire Hathaway’s confidence in cash-flow resilience and disciplined entry pricing, key hallmarks that drive long-term value for BRK.A shareholders.

Through its Pilot Travel Centers subsidiary, Berkshire Hathaway will install Tesla Semi chargers at up to 12 highway locations along I-5, I-10 and other major U.S. corridors, with deployment starting in summer 2026. Each site will feature 4 to 8 charging stalls capable of delivering 1.2 megawatts per stall, enabling a full recharge of a Tesla Semi in under 30 minutes. This initiative aligns with BRK.A’s broader infrastructure portfolio and diversifies revenue streams beyond traditional energy and insurance operations. It also lends strategic support to Tesla’s planned volume production of the Semi in 2026, positioning Berkshire Hathaway to capture charging fees estimated at $0.25 per kWh and reinforce its reputation for pragmatic, large-scale partnerships in emerging technologies.