"股神"巴菲特即将出手？ 受伯克希尔·哈撒韦公司或将抛售的利空消息影响，美国食品巨头卡夫亨氏股价在美股周三盘前直线跳水，一 度大跌近4%。据该公司向美国证券交易委员会（SEC）提交的文件，伯克希尔·哈撒韦公司可能会出售其持有 的卡夫亨氏27.5%的股份。 巴菲特与卡夫亨氏的缘分始于2013年，当时巴菲特主导伯克希尔·哈撒韦公司与巴西私募3G Capital合作私有化 亨氏公司，交易总价值达280亿美元。2015年，巴菲特与3G又推动亨氏与卡夫合并。 从股价表现不难看出，巴 菲特的这笔投资大概率将以失败告终，卡夫亨氏股价已连续三年录得下跌，最新股价较2017年的高点跌去近7 成，沦为美股食品板块表现最差的股票之一。 伯克希尔或大举出售 美东时间1月20日，卡夫亨氏提交给SEC的招股说明书补充文件显示，伯克希尔·哈撒韦公司可能会出售其所持 卡夫亨氏27.5%的股份，从而退出这项已持续十余年但算不上成功的投资。 卡夫亨氏向SEC提交的这份文件为伯克希尔·哈撒韦公司可能转售其持有的3.254亿股股份事宜进行了登记。截 至目前，伯克希尔·哈撒韦公司是卡夫亨氏最大的股东。 受此影响，在美股周三盘前交易中，卡夫亨氏股价大幅 ...

卡夫亨氏(KHC.US)盘前跌3.9%，报22.84美元。消息面上，一份监管文件显示，伯克希尔哈撒韦可能会 减持其在卡夫亨氏的27.5%股份，并退出这项十多年前的投资。卡夫亨氏周二向美国证券交易委员会提 交了一份招股说明书补充文件，旨在登记伯克希尔可能转售其持有的3.254亿股股份。伯克希尔是卡夫 亨氏迄今为止最大的股东。(格隆汇) ...

格隆汇1月21日｜卡夫亨氏盘前跌超3%，伯克希尔拟减持至多3.254亿股公司股票。 ...

Group 1 - Berkshire Hathaway may intend to sell 325 million shares of Kraft Heinz, a company co-founded by Buffett in 2015, as indicated in a regulatory filing [1] - Buffett has gradually realized that the competitive moat around Kraft Heinz's brands is not as strong as previously thought, with consumers increasingly shifting towards store brands and away from processed foods [1] - Berkshire Hathaway recorded a $3.76 billion asset write-down on its Kraft Heinz holdings last summer [1] Group 2 - There are no signs yet that Berkshire has begun selling, but analysts suggest this could be the start of a comprehensive review of its extensive portfolio [2] - Abel's leadership style may differ from Buffett's, and if the sale occurs, it would represent a shift in the company's mindset towards divestitures rather than just acquisitions [2] - Abel has been familiar with many of Berkshire's companies since 2018, managing all non-insurance businesses, but officially became CEO on January 1 of this year [2] Group 3 - Buffett stated last fall that Berkshire would not accept a bulk buyout offer for its shares unless a similar offer was made to all Kraft Heinz shareholders [3]

Core Viewpoint - Berkshire Hathaway's new CEO, Greg Abel, may be considering selling its 325 million shares in Kraft Heinz, a company co-created by Warren Buffett in 2015, indicating a potential shift in corporate strategy [1][4]. Group 1: Background and Context - The merger of Kraft and Heinz was orchestrated by Buffett and Brazilian investment firm 3G Capital, who believed in the strength of their brands [2]. - Over time, Buffett recognized that Kraft Heinz's competitive advantage was weakening as consumers shifted towards store brands and away from processed foods [3]. - Berkshire Hathaway recorded a $3.76 billion writedown on its Kraft Heinz stake last summer, reflecting concerns about the company's performance [3]. Group 2: Current Developments - Kraft Heinz disclosed that Berkshire Hathaway, its largest shareholder, "may offer to sell, from time to time, 325,442,152 shares," leading to a nearly 4% drop in Kraft Heinz shares to $22.85 [4]. - Analysts speculate that this could signal the beginning of a broader review of Berkshire's diverse holdings, which include a stock portfolio worth over $300 billion and various insurance and utility companies [5]. Group 3: Leadership and Strategic Changes - Analysts suggest that Greg Abel's leadership style may differ from Buffett's, potentially leading to a more aggressive approach to divestitures rather than acquisitions [6]. - Abel has been managing non-insurance companies since 2018 and became CEO on January 1, 2023, with investors closely monitoring any changes he may implement [8]. Group 4: Market Reactions and Future Considerations - Investor Chris Ballard noted that selling Kraft Heinz could be an easy decision for Abel, although unloading such a large stake on the public market may be challenging [9]. - Buffett previously stated that Berkshire would not accept a block bid for its shares unless the same offer was extended to all Kraft Heinz shareholders, indicating a cautious approach to any potential sale [10].

业绩承压促成分拆，撤销2015年超级合并 伯克希尔·哈撒韦持有卡夫亨氏超过27%的股份，是该公司最大股东。这一减持计划的披露，正值卡夫亨氏宣布分拆计划数月之后。 食品巨头卡夫亨氏最大股东伯克希尔·哈撒韦可能即将完成一场近乎清仓式的减持。这笔交易将标志着沃伦·巴菲特时代最受关注的食品投资 之一走向终结。 根据卡夫亨氏向美国证券交易委员会提交的监管文件，伯克希尔·哈撒韦注册出售至多3.254亿股公司股票。据FactSet数据，伯克希尔目前持 有该公司3.256亿股，这意味着此次减持几乎涵盖其全部持仓。 消息公布后，卡夫亨氏股价在盘后交易中重挫4.9%。投资者对这家曾被视为价值投资典范的食品公司前景的担忧进一步加深。 卡夫亨氏近年来经营面临挑战。今年9月，公司宣布将分拆为两家独立公司。这一决定意味着2015年促成的卡夫与亨氏超级合并将被撤销。 该交易当年曾轰动一时，将两个美国食品行业最知名的品牌整合在一起。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此 投资，责任自负。 卡夫亨氏旗 ...

美国证券交易委员会（SEC）最新文件显示，伯克希尔或出售卡夫亨氏股份。截至目前，伯克希尔的持股比例为27.5%。卡夫亨氏此前宣布重组交易将于 2026年完成。 据媒体报道，"股神"巴菲特于2025年底退休，伯克希尔在其退休后会如何投资和运作受市场关注。 伯克希尔或出售卡夫亨氏股份 美东时间1月20日，卡夫亨氏向SEC提交招股说明书补充文件。文件显示，伯克希尔·哈撒韦公司伯对潜在转售（potential resale）其持有的3.254亿股股份事 宜进行了登记。 2013年，巴菲特的伯克希尔哈撒韦与私募3G Capital合作私有化亨氏公司，交易总价值达到280亿美元；2015年，巴菲特与3G推动亨氏与卡夫合并。卡夫 亨氏于2015年上市，2017年市值突破千亿美元后，股价整体延续跌势。 卡夫亨氏重组预计于2026年完成交易 2025年9月，卡夫亨氏发布公告称，公司将通过免税分拆的方式，拆分为两家独立上市公司。本次拆分旨在回应持续的业绩压力和行业变革。交易预计于 2026年下半年完成，需获得监管批准。 具体拆分方案如下：第一家公司Global Taste Elevation Co.（全球风味提升公司）将专注于酱 ...

美国证券交易委员会（SEC）最新文件显示，伯克希尔或出售卡夫亨氏股份。截至目前，伯克希尔的持股比例为27.5%。卡 夫亨氏此前宣布重组交易将于2026年完成。 据媒体报道，"股神"巴菲特于2025年底退休，伯克希尔在其退休后会如何投资和运作受市场关注。 美东时间1月20日，卡夫亨氏向SEC提交招股说明书补充文件。文件显示，伯克希尔·哈撒韦公司对潜在转售（potential resale）其持有的3.254亿股股份事宜进行了登记。 | Exhibit | | | --- | --- | | Number | Description | | ২.1 | Opinion of Skadden. Arps. Slate, Meagher & Flom LLP | | 23.1 | Consent of Skadden, Arps, Slate, Meagher & Flom LLP (included in Exhibit 5.1) | | 104 | Cover Page Interactive Data File (formatted as inline XBRL). | 截至目前，伯克希尔是卡夫亨氏的最大股东， ...

【导读】伯克希尔或出售卡夫亨氏股份 来源：中国基金报 记者 储是 美国证券交易委员会（SEC）最新文件显示，伯克希尔或出售卡夫亨氏股份。截至目前，伯克希尔的持 股比例为27.5%。卡夫亨氏此前宣布重组交易将于2026年完成。 据媒体报道，"股神"巴菲特于2025年底退休，伯克希尔在其退休后会如何投资和运作受市场关注。 伯克希尔或出售卡夫亨氏股份 美东时间1月20日，卡夫亨氏向SEC提交招股说明书补充文件。文件显示，伯克希尔·哈撒韦公司伯对潜 在转售（potential resale）其持有的3.254亿股股份事宜进行了登记。 | Item 8.01 | Other Events. | | --- | --- | | Pursuant to the terms of the Amended and Restated Registration Rights Agreement, dated as of July 2, 2015, by and | | | among The Kraft Heinz Company (the "Company"), 3G Global Food Holdings LP and Be ...

杰富瑞将卡夫亨氏的目标价从24美元下调至23美元。 ...