Berkshire Hathaway Expands Occidental Stake Amid Market Volatility

Berkshire Hathaway Expands Occidental Stake Amid Market Volatility

Berkshire Hathaway, led by billionaire investor Warren Buffett, has increased its holdings in Occidental Petroleum, capitalizing on a significant downturn in the oil and gas producer's stock. This strategic move comes after Occidental's shares plummeted more than 30% from their record high last April. Berkshire's recent acquisition of 763,017 shares, valued at $35.7 million, was disclosed in a regulatory filing and underscores its status as Occidental's largest shareholder, with a 28.2% stake.

Occidental Petroleum remains a significant part of Berkshire Hathaway's portfolio, ranking as its sixth-largest equity holding. The investment firm already owns $10 billion in Occidental preferred stock and possesses warrants to purchase an additional 83.9 million common shares for $5 billion, exercisable at $59.62 per share. This latest purchase occurred during a broad market pullback in late December, when Berkshire bought 8.9 million shares.

The share price decline of over 17% in 2024 can be attributed to weakening oil prices. Despite this, Occidental offers a 1.8% dividend yield and has been actively investing in a carbon capture business, which could provide long-term growth opportunities. Speculation about a potential takeover has surfaced after Berkshire received regulatory approval to acquire up to a 50% stake in the company.

Warren Buffett's interest in Occidental began after he read a transcript of the company's earnings conference call. Since then, Berkshire Hathaway has continued to bolster its position, even as Occidental's shares have fallen nearly 32% from their peak. This latest purchase reflects Berkshire's confidence in Occidental's future prospects and its commitment to expanding its energy sector investments.

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