How did the market perform in Q1 2026?

The Russell 3000 fell 4%, and the S&P 500 posted losses.

What is The London Company's Income Equity Strategy?

It focuses on stocks that provide stable and regular income.

Is buyback resumption always a positive signal?

Not always, but it often reflects management's confidence in the stock's intrinsic value.

London Company Adds Berkshire Hathaway on Buyback Resumption

The London Company disclosed in its Q1 2026 investor letter that it added Berkshire Hathaway (BRK-B) to its Income Equity Strategy, driven by the resumption of the company's share repurchase program.

June 10, 2026

2 min read

Source: Insider Monkey

Key Numbers

Russell 3000 decline

S&P performance

losses

The London Company, an investment management firm, announced in its first-quarter 2026 investor letter that it added Berkshire Hathaway (BRK-B) to its Income Equity Strategy, following the resumption of Berkshire's share buyback program.

Details

This move came amid a challenging start for U.S. equities in early 2026, with the Russell 3000 falling 4% and the S&P 500 posting losses. The London Company viewed Berkshire's buyback resumption as a positive signal.

Context

Berkshire Hathaway is known for its disciplined approach to buybacks, only repurchasing shares when management believes they are undervalued. The resumption may indicate management's confidence in the stock's intrinsic value.

What This Means for Investors

The addition by a reputable income-focused fund could bolster investor confidence in Berkshire Hathaway. However, past performance is not indicative of future results, and investors should conduct their own due diligence.

Frequently Asked Questions

Due to the resumption of the share buyback program, signaling management confidence in the stock's value.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.