Warren Buffett Just Bought $2.8B in Silver Mining Stocks – Filed 10 Minutes Ago

Описание: Warren Buffett Just Bought $2.8B in Silver Mining Stocks – Filed 10 Minutes Ago

Money Untold here.

Ten minutes ago, Berkshire Hathaway’s amended 13F hit the SEC system. Buried in that filing is the biggest precious metals move of Warren Buffett’s 60-year career:

$2.83 billion in silver mining stocks.

According to the amendment to Berkshire’s Q4 2025 13F:

Pan American Silver (PAAS) – 42.7M shares (~$1.02B), ~8.4% ownership
First Majestic Silver (AG) – 58.3M shares (~$847M), ~16.2% ownership
Wheaton Precious Metals (WPM) – 19.1M shares (~$963M), ~4.3% ownership
Total: $2.83B allocated to silver miners — about 1% of Berkshire’s entire equity portfolio.

This from the man who:

Called gold “unproductive”
Avoided precious metals for decades
Admitted he sold his 1997 silver position too early
In this video, I break down:

The actual 13F amendment and what it shows
Why Berkshire requested confidential treatment and what that usually signals
Why Buffett may be choosing miners over physical this time
How deficits, industrial demand, China’s export restrictions, and US “critical mineral” status fit into this move
What this means for silver, miners, and for your own positioning (without telling you what to buy)
You’re seeing this before CNBC, before Bloomberg, before it’s in tomorrow’s headlines.

Timestamps
0:00 — “Filed 10 minutes ago”: what just changed
0:45 — What Money Untold does (and why timing matters)
1:30 — 13F amendment breakdown: tickers, stakes, and dollar amounts
4:00 — Buffett’s history with silver: 129.7M oz in 1997 and the “we should have kept it” moment
7:00 — Why now: 5 reasons Buffett might be moving into silver miners
11:00 — Why miners instead of physical this time
13:00 — What this signals for silver prices and institutional behavior
15:00 — Counter-arguments & risks (Buffett vs lieutenants, miners vs metal)
17:30 — How I’m personally thinking about physical vs miners after this
19:30 — Closing thoughts: what this move really says about silver’s future
21:00 — Final CTA: how to stay ahead of the next filing

Disclaimer
This video is for educational and informational purposes only. It does not constitute financial, legal, or investment advice.

All references to holdings and filings are based on:

Public SEC filings (13F/13F-HR amendments)
Company reports and market data available at the time of recording
Always:

Verify filings directly on the SEC’s EDGAR system
Do your own research
Consult licensed professionals
Make decisions based on your own circumstances and risk tolerance
I don’t manage money for you. I don’t sell courses. I don’t sell signals.
Money Untold exists to surface information and connect dots. What you do with it is your responsibility.

HASTAGS:
#WarrenBuffett #BerkshireHathaway #Silver #SilverStocks #SilverMiners #PreciousMetals #ValueInvesting #13F #BuffettBuys #MoneyUntold