Kraft Heinz’s general criticism in Warren Buffett is very unusual for the negative owner star-news.press/wp

Wall Street shared the disappointment of Amal Buffett.

Kraft Heinz shares decreased by 7.6 % on Tuesday Advertisement Early in the morning that morning, but some of this loss responded, and it ended with only 2.4 % for the week’s holidays.

Will Buffett urge Berkshire to sell some or all of his share?

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

“If we are contacted regarding the sale of our shares, we will not accept the block offer unless the same offer is made to other Kraft Heinz shareholders.” This, unless someone is ready to buy the entire company.

Becky stated that Pavite does not like $ 300 million at additional general costs that will be spent on the implementation of the division during the next year, and it is not believed that it will do a lot.

“Certainly, he did not turn into a great idea to bring them together, but I don’t think dismantling it will fix it.”

In 2013, Berkshire joined Management 3G Capital Brazil to buy HJ Heinz for $ 23.3 billion.

Two years later, when Kraft merged with Heinz, Berkshire appeared with more than 325 million shares in the new company with a value of about $ 24 billion when The deal closed In July 2015.

Although the value of Berkshire’s share was good immediately after the merger, as it increased to about $ 30 billion in 2016, it declined sharply over the next three years and wore about 10 billion dollars since 2020.

He has A 2015 letter to the shareholdersPuffett wrote that the shares cost Berkshire $ 9.8 billion, so at the present time a total loss of about $ 1.0 billion.

Berkshire Investment books of $ 3.8 billion In the second quarter to better reflect its market value. I did a 3.0 billion dollars crossed out In 2019.

in 2019 CNBC Live interview With Becky Quick, Buffett had some regret over the role of Berkshire in the process of combining Kraft Heinz, saying he was “paid” for a good company.

The share price has decreased 69 % since the merger closed.

The division was not a complete surprise.

In July, Wall Street Magazine Kraft Hinz mentioned “Looking to spinning a large part of the groceries, including many Kraft products.”

Two executives in Berkshire resigned from the KHC board of directors in May After the company revealed “a continuous evaluation of strategic transactions to cancel the value of the shareholders.”

These resignations have paid speculation at a time when Berkshire can start selling, “creating accumulation on stocks”, ” According to one analyst.

This coach is more fateful now.

Since Berkshire owns more than 10 % of KHC shares, you will need to report any sales in the open market within two days of business, which may push other investors to sell as well.

Pavite is not alone in his criticism of the division.

Financial times He writes , “In its core, the Kraft Heinz problem is that it has failed to respond to the variable consumer tastes.” It believes the division is “less bold strategic axis, and more than years of weak performance caused by giving priority (UK spelling) costs for innovation.”

Reuters Column writer Jennifer Saba It is called “reshaping (from) sausage … unpleasant to see as it was always.”

“Despite the production of a wide range of brands, the endless course of the wheel and dealing appears to come in only one flavor of” optimistic “financial engineering.

Warren Buffett confesses Berkshire Hathaway pushed a lot in favor of Kraft in combining HEINZ, noting the increasing force of pricing for retailers on brands.

CDs starting from June 30, 2025 as stated in Berkchire Hathaway 13f file On August 14, 2025, with the exception:

The full list of property and current market values ​​is available from the Berkshire Hathaway port -haway from CNBC.com.

Please send any questions or comments about the newsletter on me on Alex.cripPen@nbcuni.com. (Sorry, but we do not ask questions or comments to Povit itself.)

Also, the annual Pavite messages for shareholders are highly recommended. There is a collection Here on Berkshire.

Alex Cryn, Warren Buffett Watch Editor