Jim Cramer Discussed Trump, CEOs & These 10 Stocks

7. Berkshire Hathaway Inc. (NYSE:BRK-B)

Number of Hedge Fund Holdings: 128

Berkshire Hathaway Inc. (NYSE:BRK-B) is Warren Buffett’s well-known investment holding company. The shares are up by a modest 1.4% over the past year and are down by 4.20% year-to-date. However, still, 2026 has been an important year for Berkshire Hathaway Inc. (NYSE:BRK-B). One of the firm’s key businesses is the insurance business, and ranking agency AM Best announced in January that Warren Buffett’s firm was now the world’s biggest insurance company after it surpassed Allianz SE. 2026 has been muted when it comes to analyst coverage for Berkshire Hathaway Inc. (NYSE:BRK-B). Yet, the firm has been busy making moves, as a filing revealed in January that it was considering selling its massive stake in Kraft Heinz. Morgan Stanley had downgraded Heinz in mid-January and cut the share price target to $24 from $27 on the back of competitive pressures. However, for Cramer, a major news item for Berkshire Hathaway Inc. (NYSE:BRK-B) in 2026 might come in the form of a merger of its railroad business with CSX:

“And I want people to watch CSX, okay. CSX is good. Steve Angel, formerly of Linde, is now running. Now before this, Joe Hinrichs, I happen to have thought he was doing a great job. He was railroad man of the year who was railroaded by the board. But I think Steve Angel is going to be, he is an industrialist. We’ve had all these people who like to keep the trains on time. Who knows what happens when you have a genuine industrialist, who maybe can talk, to the new CEO of Berkshire Hathaway who dumped all the Kraft Heinz and say, okay look, let’s put Burlington Northern together with CSX. I think that’s going to happen, it’s big, it’s a prediction, I know, but I am out there but I’m going to be right.”