Public criticism Craft of Heinz Urano Buffett is extremely unusual for the usual passive owner

Wall -Rate shared the baffle’s disappointment.

On Tuesday’s stock Kraft Heinz fell by 7.6% announcement Early in the morning, but returned part of this loss, ending only 2.4% during the week, which is shortened.

Will Buffett’s misfortune push Berkshire to sell part or all his share?

He did not rule out, saying, “We will do everything we think in the interest of Berkshire.”

Buffett added: “If we would contact our shares, we would not have accepted the block if other shareholders of Kraft Heinz would not be made the same proposal.” That is, if someone is not ready to buy the whole company.

Beck said that Buffett did not like $ 300 million in additional overhead, which will be spent on the next year’s split, and he doesn’t think it will do much of the benefits.

“It definitely did not turn out to be a brilliant idea to collect them, but I don’t think the analysis will fix it.”

In 2013, Berkshire joined the 3G 3G capital management Buy HJ Heinz for 23.3 billion dollars.

After two years when Krah chopes united with Hinz, Berkshire appeared with more than 325 million shares in a new company worth about $ 24 billion when The deal closed In July 2015.

While the price of Berkshire’s share did quite immediately after the merger, in 2016 it increased to $ 30 billion, it decreased dramatically over the next three years and jumped about $ 10 billion since 2020.

In it A letter of 2015 by shareholdersBuffett has written shares worth $ 9.8 billion, so it now has a total loss of about $ 1.0 billion.

Berkshire Records Investing by 3.8 billion dollars In the second quarter to better reflect your market value. It did a 3.0 billion in recording In 2019.

In A 2019 Live Interview CNBC With Beck’s fast Buffett he regretted the role of Berkshire in the Kraft Heinz merger, saying he “overpayed” for a good company.

Since the closure of the merger, the stock price decreased by 69%.

The split did not become a complete surprise.

In July, The Wall Street Journal reported Kraft Heinz “Looking at a large piece of grocery business, including many Kraft products.”

In May, two Berkshire leaders resigned from the KHC Council After the company discovered “a constant assessment of strategic operations to unlock the value of shareholders.”

These resignations caused assumptions at a time when Berkshire could start selling “an overhang for action”, “” According to one analyst.

Now weat even more ominous.

Because Berkshire owns more than 10% KHC shares, it will need to report any open market sales within two business days, which can push other investors to sell.

Buffett is not one in his criticism.

Financial Times writes, “In the heart, the problem of Kafta Heinz is that she was unable to respond to the changing tastes of consumers.” He believes that the split “a less bold strategic turn, and more result of the lack of productivity caused by the priority (the spelling of the UK) a decrease in innovation costs.”

Reuters OBLIGER Jennifer Saba He calls “perestroika (o) sausage … as ever as ever”.

“Despite the fact that it produces a wide range of brands, the endless cycle and transactions seem to come only in one sound” with “implausible” financial engineering.

Recognized by Warren Buffett Berkshire Hethai paid too much for Kraft in merge with Hinz, citing a growing pricing of retailers over brands.

Possessions as of June 30, 2025, as reported in Submission 13F Berkshire Hathaway August 14, 2025 except:

A complete list of stock and current market value is available at CNBC.com Berkshire Hathaway portfolio tracker.

Please send me questions or comments about the newsletter [email protected]. (Excuse me, but we don’t pass the questions and comments to Buffett himself.)

If you have not yet signed up for this newsletter you can subscribe there.

In addition, the annual Buffett’s sheets for shareholders are strongly recommended to read. Have a collected Here on the Berkshire site.

– Alex Krypen, Editor, Warren Buffett Watch