Electric Vehicles

Chinese Electric Car Giant’s Slump Fuels Speculation on Warren Buffett Adjusting Holdings

  • Shares amounting to 20.49% stake appear in Hong Kong’s CCASS
  • BYD falls even after media report that Berkshire bet unchanged

The stake held by Buffett’s firm in BYD remains unchanged as shown by data available to BYD.

Photographer: Qilai Shen/Bloomberg
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BYD Co. shares sank the most in nearly two years after a stake matching the size of Berkshire Hathaway Inc.’s position in the Chinese electric-car giant appeared in Hong Kong’s clearing system, fueling speculation that Warren Buffett’s company may be selling its holdings.

The 20.49% stake -- identical to the size of Berkshire’s last reported BYD position in Hong Kong as of December -- entered the Central Clearing and Settlement System, exchange data as of Monday showed. While there are many reasons a stake might appear in CCASS, such moves are often seen by traders as precursors to sales because shares must enter the system before transactions can be settled.